Robinson Smith Wealth Advisors LLC Incresed Positions in Q4 2024

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
710K
+ 215.21%
$22.01 - $66.82 $15.6M - $47.5M
1.04M $23.6B
CGMU
Capital Group Core Plus Income
38.8K
+ 24.23%
N/A
199K $5.36B
SCHO
Schwab Short Term Us Treasury

ETFs
80.7K
+ 145.44%
$24.06 - $48.88 $1.94M - $3.94M
136K $3.28B
DFAU
Dimensional ETF Tr

ETFs
12K
+ 16.16%
$39.27 - $42.38 $471K - $508K
86.2K $3.49B
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.1K
+ 27.24%
$33.62 - $35.69 $509K - $540K
70.7K $2.39B
IWF
Ishares Russell 1000 Gr ETF

ETFs
500
+ 6.68%
$370.24 - $418.94 $185K - $209K
7.99K $3.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
601
+ 27.29%
$567.81 - $607.81 $341K - $365K
2.8K $1.64B
SCHG
Schwab Strategic Tr Us Large C

ETFs
63K
+ 317.24%
$25.93 - $105.3 $1.63M - $6.63M
82.8K $2.31B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.38K
+ 9.64%
$50.67 - $50.9 $222K - $223K
49.9K $2.53B
IWD
Ishares Russell 1000 Val ETF

ETFs
900
+ 40.43%
$183.23 - $199.79 $165K - $180K
3.13K $579M
DFAI
Dimensional ETF Tr

ETFs
8.35K
+ 12.11%
$29.0 - $31.6 $242K - $264K
77.3K $2.26B
GOOG
Alphabet Inc.

Communication Services
100
+ 5.21%
$163.08 - $198.16 $16.3K - $19.8K
2.02K $385M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.05%
$124.26 - $134.12 $746 - $805
11.5K $1.48B
LQD
Ishares Iboxx $ Investment Gra

ETFs
390
+ 13.78%
$106.56 - $113.11 $41.6K - $44.1K
3.22K $344M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26K
+ 199.98%
$22.4 - $68.28 $583K - $1.78M
39K $905M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.12K
+ 3.2%
$91.94 - $100.02 $286K - $312K
100K $9.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
171
+ 0.86%
$176.42 - $186.91 $30.2K - $32K
20.1K $3.57B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.04K
+ 210.26%
$26.93 - $84.95 $136K - $428K
7.44K $203M
PFE
Pfizer Inc

Healthcare
261
+ 2.77%
$24.8 - $30.19 $6.47K - $7.88K
9.68K $257M
MSFT
Microsoft Corp

Technology
33
+ 0.96%
$406.35 - $454.46 $13.4K - $15K
3.47K $1.46B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
74
+ 0.4%
$51.58 - $52.91 $3.82K - $3.92K
18.5K $957M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.15K
+ 181.61%
$25.79 - $80.4 $133K - $414K
7.99K $208M
AMGN
Amgen Inc

Healthcare
65
+ 8.78%
$258.78 - $328.31 $16.8K - $21.3K
805 $210M
IQLT
Ishares Msci Intl Quality Fact

ETFs
431
+ 1.45%
$37.12 - $41.23 $16K - $17.8K
30.2K $1.12B
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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