Elser Financial Planning, Inc Incresed Positions in Q2 2025

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.63M
+ 11925.5%
$41.1 - $42.37 $149M - $154M
3.66M $153B
DFUS
Dimensional ETF Tr U S Equity

ETFs
906K
+ 2118.63%
$53.65 - $67.02 $48.6M - $60.7M
949K $64B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
948K
+ 12942.23%
$36.25 - $42.28 $34.4M - $40.1M
956K $40.4B
DFAS
Dimensional ETF Tr U S Small C

ETFs
601K
+ 3085.01%
$52.31 - $63.72 $31.4M - $38.3M
620K $39.9B
DFAX
Dimensional ETF Tr
502K
+ 2249.59%
$23.37 - $29.39 $11.7M - $14.7M
524K $15.4B
VB
Vanguard Small Cap ETF

ETFs
5.23K
+ 104.56%
$193.73 - $237.37 $1.01M - $1.24M
10.2K $2.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 16.41%
$456.74 - $568.03 $561K - $698K
8.71K $4.98B
NVO
Novo Nordisk A S

Healthcare
8.98K
+ 241.73%
$58.08 - $81.05 $521K - $728K
12.7K $1.31B
MSFT
Microsoft Corp

Technology
159
+ 3.37%
$354.56 - $497.45 $56.4K - $79.1K
4.88K $2.47B
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.46K
+ 2.63%
$19.6 - $24.44 $67.8K - $84.6K
135K $3.33B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15K
+ 65.07%
$18.94 - $21.67 $285K - $326K
38.1K $809M
AMZN
Amazon Com Inc

Consumer Cyclical
465
+ 7.78%
$167.32 - $223.3 $77.8K - $104K
6.44K $1.44B
DFIV
Dimensional ETF Tr

ETFs
6.19K
+ 79.5%
$34.67 - $43.21 $215K - $268K
14K $596M
QQQ
Invesco Qqq Trust, Series 1

ETFs
347
+ 67.25%
$416.06 - $551.64 $144K - $191K
863 $481M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 69.07%
$153.67 - $176.74 $190K - $218K
3.02K $532M
TXN
Texas Instruments Inc

Technology
203
+ 16.72%
N/A
1.42K $307M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.05%
$45.65 - $57.01 $365 - $456
15.2K $859M
INTU
Intuit Inc

Technology
21
+ 4.88%
$544.07 - $787.63 $11.4K - $16.5K
451 $337M
DIS
Walt Disney CO

Communication Services
22
+ 0.84%
$81.72 - $124.01 $1.8K - $2.73K
2.64K $317M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
524
+ 8.12%
$39.89 - $49.46 $20.9K - $25.9K
6.98K $349M
CSX
Csx Corp

Industrials
54
+ 0.47%
$26.69 - $32.91 $1.44K - $1.78K
11.4K $383M
ABT
Abbott Laboratories

Healthcare
216
+ 10.0%
$123.95 - $138.08 $26.8K - $29.8K
2.38K $313M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.17%
$81.79 - $99.98 $327 - $400
2.39K $228M
QCOM
Qualcomm Inc

Technology
31
+ 1.82%
$124.66 - $159.48 $3.86K - $4.94K
1.74K $267M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 1.95%
$335.24 - $380.78 $4.69K - $5.33K
732 $262M
Activity Summary
Buys All Purchases 92 New Holdings 66 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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