Altiora Financial Group, LLC Incresed Positions in Q1 2025

Altiora Financial Group, LLC

  • $470 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
148K
+ 18.99%
$46.74 - $47.55 $6.92M - $7.04M
927K $44.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
71.9K
+ 50.07%
$100.34 - $100.68 $7.21M - $7.24M
215K $21.7B
CTA
Simplify Exch Traded Fds Simpl

ETFs
111K
+ 39.28%
$27.81 - $30.21 $3.08M - $3.34M
392K $11.6B
VGSH
Vanguard

ETFs
17K
+ 25.97%
$58.07 - $58.69 $988K - $998K
82.5K $4.84B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.73K
+ 7.86%
$99.16 - $99.52 $766K - $769K
106K $10.5B
VTI
Vanguard Total Stock Market Et

ETFs
6.61K
+ 9.25%
$271.18 - $303.12 $1.79M - $2M
78.1K $21.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.9K
+ 9.39%
$49.25 - $50.66 $735K - $756K
174K $8.63B
SCHP
Schwab Strategic Us Tips ETF

ETFs
12
+ 0.0%
$25.69 - $26.89 $308 - $323
517K $13.9B
Vanguard Wellington Fd
4.86K
+ 13.04%
N/A
42.1K $4.23B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.65K
+ 4.83%
$58.01 - $64.46 $212K - $235K
79.3K $4.92B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.52K
+ 1.83%
$39.96 - $43.3 $221K - $239K
308K $12.7B
DFAI
Dimensional ETF Tr

ETFs
6.03K
+ 12.67%
$28.88 - $32.4 $174K - $195K
53.6K $1.67B
Dimensional ETF Trust
11.2K
+ 6.87%
N/A
174K $10.7B
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.01K
+ 5.48%
$32.57 - $35.82 $293K - $323K
173K $5.74B
GLD
Spdr Gold Trust

ETFs
10
+ 0.25%
$243.19 - $288.14 $2.43K - $2.88K
3.98K $1.15B
DFIP
Dimensional ETF Tr Inflation P

ETFs
105
+ 0.13%
$40.27 - $42.11 $4.23K - $4.42K
81.6K $3.44B
DFAE
Dimensional ETF Tr

ETFs
4.97K
+ 44.01%
$24.64 - $26.86 $123K - $134K
16.3K $421M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.23K
+ 2.35%
$25.1 - $27.85 $30.9K - $34.3K
53.6K $1.44B
DFIC
Dimensional ETF Tr Dimensional

ETFs
76
+ 0.14%
$25.54 - $28.79 $1.94K - $2.19K
54.6K $1.52B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.04%
$77.7 - $78.94 $155 - $158
4.86K $384M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.06%
$84.5 - $105.05 $169 - $210
3.12K $274M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.21%
$313.1 - $349.83 $626 - $700
967 $307M
SPY
Spdr S&P 500 ETF Trust

ETFs
144
+ 3.14%
$551.42 - $612.93 $79.4K - $88.3K
4.73K $2.64B
VGT
Vanguard Information Technolog

ETFs
124
+ 7.88%
$542.38 - $646.34 $67.3K - $80.1K
1.7K $921M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.07%
$154.33 - $206.19 $309 - $412
2.93K $453M
DFAU
Dimensional ETF Tr

ETFs
109
+ 0.21%
$37.84 - $42.29 $4.12K - $4.61K
52.4K $2.01B
NVDA
Nvidia Corp

Technology
99
+ 1.88%
$106.98 - $149.43 $10.6K - $14.8K
5.36K $581M
TSLA
Tesla, Inc.

Consumer Cyclical
762
+ 33.93%
$222.15 - $428.22 $169K - $326K
3.01K $780M
DFAS
Dimensional ETF Tr U S Small C

ETFs
81
+ 0.11%
$58.81 - $68.2 $4.76K - $5.52K
76.5K $4.57B
DFAT
Dimensional ETF Tr U S Target

ETFs
6.38K
+ 2.74%
$50.44 - $58.1 $322K - $371K
239K $12.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16K
+ 0.53%
$32.42 - $36.13 $520K - $580K
3.05M $100B
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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