Fonville Wealth Management LLC Incresed Positions in Q1 2025

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.33K
+ 80.57%
$507.05 - $563.67 $3.72M - $4.13M
16.4K $8.44B
Rbb Fd Inc
54.6K
+ 1047.2%
N/A
59.8K $3B
VEA
Vanguard Ftse Developed Market

ETFs
35.3K
+ 22.98%
$47.4 - $52.99 $1.68M - $1.87M
189K $9.69B
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.6K
+ 9.84%
$71.17 - $73.66 $1.75M - $1.81M
274K $20.2B
VUSB
Vanguard Bd Index Fds
39.6K
+ 11.57%
N/A
382K $19B
DFAI
Dimensional ETF Tr

ETFs
34.3K
+ 8.52%
$28.88 - $32.4 $991K - $1.11M
437K $13.7B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.3K
+ 25.7%
$47.59 - $48.35 $1.58M - $1.61M
163K $7.88B
AVUV
American Centy ETF Tr Avantis

ETFs
32.4K
+ 23.71%
$84.95 - $100.62 $2.75M - $3.26M
169K $14.7B
DFIV
Dimensional ETF Tr

ETFs
16K
+ 7.54%
$35.33 - $40.77 $565K - $651K
228K $8.97B
SPTS
Spdr Portfolio Short Term Trea

ETFs
38.8K
+ 61.41%
$28.92 - $29.24 $1.12M - $1.13M
102K $2.98B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.1K
+ 322.01%
$95.85 - $99.25 $964K - $998K
13.2K $1.3B
SHV
Ishares Tr

ETFs
8.81K
+ 112.93%
$110.11 - $110.51 $970K - $973K
16.6K $1.83B
VB
Vanguard Small Cap ETF

ETFs
7.59K
+ 21.58%
$217.89 - $252.64 $1.65M - $1.92M
42.8K $9.39B
AVDV
American Centy ETF Tr Avantis

ETFs
6.13K
+ 7.16%
$63.74 - $71.96 $391K - $441K
91.8K $6.44B
AVIV
American Centy ETF Tr Avantis
6.44K
+ 7.81%
$51.51 - $58.54 $332K - $377K
88.9K $5.12B
AVUS
American Centy ETF Tr Avantis

ETFs
14.6K
+ 15.37%
$90.7 - $101.57 $1.33M - $1.49M
110K $10.1B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.91K
+ 7.94%
$59.28 - $66.1 $410K - $457K
94K $6.1B
VNQ
Vanguard Specialized Funds Van

ETFs
6.66K
+ 11.17%
$85.55 - $94.34 $570K - $629K
66.3K $6B
AVLV
American Centy ETF Tr Avantis
13.7K
+ 8.29%
$63.51 - $70.42 $870K - $964K
179K $11.7B
XOM
Exxon Mobil Corp

Energy
4.54K
+ 92.48%
$105.44 - $118.93 $478K - $540K
9.45K $1.12B
VUG
Vanguard Growth ETF

ETFs
3.34K
+ 19.28%
$369.1 - $427.61 $1.23M - $1.43M
20.6K $7.69B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
9.47K
+ 5.67%
$46.18 - $47.84 $437K - $453K
176K $8.38B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.7K
+ 9.44%
$37.07 - $40.63 $398K - $436K
124K $4.89B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.18K
+ 4.07%
$73.78 - $76.59 $308K - $320K
107K $8.19B
DFAU
Dimensional ETF Tr

ETFs
49.2K
+ 7.38%
$37.84 - $42.29 $1.86M - $2.08M
716K $27.5B
REZ
Ishares Tr Residential And Mul

ETFs
2.9K
+ 6.15%
$78.21 - $88.48 $226K - $256K
50K $4.2B
VBR
Vanguard Small Cap Value ETF

ETFs
2.01K
+ 144.6%
$183.02 - $207.75 $367K - $417K
3.4K $626M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
6.09K
+ 12.99%
$49.6 - $50.28 $302K - $306K
53K $2.67B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.68K
+ 50.99%
$67.08 - $76.14 $180K - $204K
7.94K $587M
AAPL
Apple Inc.

Technology
4.33K
+ 18.92%
$209.68 - $247.1 $908K - $1.07M
27.2K $5.89B
VTV
Vanguard Value ETF

ETFs
825
+ 4.68%
$167.73 - $179.21 $138K - $148K
18.4K $3.11B
SCHC
Schwab Strategic Tr Intl Small

ETFs
42
+ 0.11%
$33.57 - $37.22 $1.41K - $1.56K
36.9K $1.38B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77
+ 0.15%
$18.36 - $20.51 $1.41K - $1.58K
53.1K $1.09B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
163
+ 0.88%
$58.01 - $64.46 $9.46K - $10.5K
18.8K $1.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
195
+ 33.33%
$551.42 - $612.93 $108K - $120K
780 $435M
FVD
First Tr Value Line Divid Inde

ETFs
1.4K
+ 5.27%
$42.61 - $45.51 $59.4K - $63.5K
27.8K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.56%
$442.66 - $534.52 $1.77K - $2.14K
724 $385M
DVY
Ishares Tr

ETFs
312
+ 7.01%
$128.58 - $138.1 $40.1K - $43.1K
4.77K $615M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
317
+ 8.32%
$81.83 - $82.73 $25.9K - $26.2K
4.13K $342M
MSFT
Microsoft Corp

Technology
941
+ 11.29%
$375.39 - $447.2 $353K - $421K
9.27K $3.53B
VO
Vanguard Mid Cap ETF

ETFs
730
+ 2.83%
$251.87 - $277.95 $184K - $203K
26.5K $6.83B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7
+ 0.13%
$105.1 - $109.61 $736 - $767
5.58K $604M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
11
+ 0.19%
N/A
5.85K $270M
WMT
Walmart Inc.

Consumer Defensive
66
+ 1.7%
$84.5 - $105.05 $5.58K - $6.93K
3.95K $354M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.52K
+ 5.04%
$64.88 - $72.1 $163K - $182K
52.5K $3.44B
Dimensional ETF Trust
18
+ 0.48%
N/A
3.8K $233M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.32%
$576.36 - $736.67 $1.15K - $1.47K
634 $362M
GOOG
Alphabet Inc.

Communication Services
16
+ 0.56%
$156.06 - $207.71 $2.5K - $3.32K
2.9K $457M
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 1.41%
$198.1 - $229.79 $19.8K - $23K
7.17K $1.41B
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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