Bwm Planning, LLC Incresed Positions in Q1 2025

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
18.3K
+ 12.42%
$60.63 - $68.55 $1.11M - $1.25M
166K $11B
VTI
Vanguard Total Stock Market Et

ETFs
10.5K
+ 14.99%
$271.18 - $303.12 $2.85M - $3.18M
80.5K $22.1B
American Centy ETF Tr
17.2K
+ 9.79%
N/A
193K $11.3B
SCHO
Schwab Short Term Us Treasury

ETFs
36.7K
+ 11.84%
$24.1 - $24.34 $885K - $894K
347K $8.45B
HIDE
Ea Ser Tr Alpha Architect High
22.1K
+ 9.27%
N/A
260K $5.93B
Ea Series Trust
4.23K
+ 13.99%
N/A
34.4K $3.84B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.43K
+ 4.71%
$40.79 - $42.32 $344K - $357K
187K $7.88B
AVUV
American Centy ETF Tr Avantis

ETFs
14.1K
+ 17.08%
$84.95 - $100.62 $1.2M - $1.42M
96.9K $8.45B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
18.7K
+ 10.6%
$41.45 - $46.58 $776K - $872K
195K $8.33B
AVDV
American Centy ETF Tr Avantis

ETFs
1.11K
+ 3.94%
$63.74 - $71.96 $70.8K - $79.9K
29.3K $2.05B
Tidal Tr Ii
18.2K
+ 12.69%
N/A
161K $3.57B
Tidal Tr Ii
6.42K
+ 5.32%
N/A
127K $2.16B
SUB
Ishares Short Term National Mu

ETFs
792
+ 12.11%
$105.3 - $106.24 $83.4K - $84.1K
7.33K $774M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.99K
+ 20.08%
$32.42 - $36.13 $64.5K - $71.8K
11.9K $392M
INTC
Intel Corp

Technology
59
+ 0.34%
$19.1 - $27.39 $1.13K - $1.62K
17.4K $395M
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.03%
$47.4 - $52.99 $142 - $159
8.84K $449M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$225.19 - $279.95 $225 - $280
4.39K $1.08B
WMB
Williams Companies, Inc.

Energy
36
+ 0.93%
$54.02 - $61.09 $1.94K - $2.2K
3.91K $234M
DFAX
Dimensional ETF Tr
21
+ 0.25%
$24.45 - $27.2 $513 - $571
8.38K $219M
VTV
Vanguard Value ETF

ETFs
1
+ 0.07%
$167.73 - $179.21 $168 - $179
1.4K $243M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
48
+ 0.36%
$17.57 - $18.05 $843 - $866
13.5K $244M
PEP
Pepsico Inc

Consumer Defensive
19
+ 0.49%
$142.64 - $156.42 $2.71K - $2.97K
3.86K $579M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
8.76K
+ 7.77%
$55.52 - $69.21 $486K - $606K
122K $7.22B
HAL
Halliburton CO

Energy
141
+ 1.27%
$24.15 - $29.9 $3.41K - $4.22K
11.2K $285M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.06%
$183.02 - $207.75 $183 - $208
1.65K $308M
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$206.38 - $242.18 $206 - $242
1.08K $223M
ETN
Eaton Corp PLC

Industrials
5
+ 0.53%
$271.83 - $371.23 $1.36K - $1.86K
942 $256M
MSFT
Microsoft Corp

Technology
16
+ 0.81%
$375.39 - $447.2 $6.01K - $7.16K
1.99K $745M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.34%
$347.25 - $424.87 $4.86K - $5.95K
4.08K $1.49B
TSLA
Tesla, Inc.

Consumer Cyclical
22
+ 1.39%
$222.15 - $428.22 $4.89K - $9.42K
1.61K $417M
AVGO
Broadcom Inc.

Technology
18
+ 0.5%
$167.43 - $244.7 $3.01K - $4.4K
3.63K $608M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.26K
+ 3.82%
$58.81 - $68.2 $309K - $359K
143K $8.54B
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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