Yardley Wealth Management LLC Incresed Positions in Q4 2024

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
137K
+ 19.39%
$39.27 - $42.38 $5.39M - $5.81M
844K $34.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
56.6K
+ 22.41%
$47.65 - $48.6 $2.69M - $2.75M
309K $14.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.96K
+ 87.21%
$567.81 - $607.81 $2.25M - $2.41M
8.5K $4.94M
AVDE
American Centy ETF Tr Avantis

ETFs
59.2K
+ 18.16%
$60.9 - $66.69 $3.6M - $3.95M
385K $23.9M
Dimensional ETF Trust
39.3K
+ 21.85%
N/A
219K $11.5M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
73.6K
+ 21.41%
$32.68 - $36.28 $2.41M - $2.67M
418K $13.8M
AVUV
American Centy ETF Tr Avantis

ETFs
15.2K
+ 21.35%
$94.37 - $106.41 $1.44M - $1.62M
86.6K $8.35M
DFUS
Dimensional ETF Tr U S Equity

ETFs
19.5K
+ 16.75%
$61.52 - $66.5 $1.2M - $1.29M
136K $8.62M
DFAS
Dimensional ETF Tr U S Small C

ETFs
21K
+ 19.91%
$63.58 - $71.15 $1.34M - $1.5M
127K $8.24M
IYW
Ishares Dj Us Tech ETF

ETFs
8.45K
+ 300.0%
$148.14 - $166.23 $1.25M - $1.4M
11.3K $1.75M
AVLV
American Centy ETF Tr Avantis
18.3K
+ 19.46%
$65.51 - $71.22 $1.2M - $1.3M
112K $7.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.1K
+ 173.91%
$75.1 - $82.99 $1.21M - $1.33M
25.3K $1.97M
DFIP
Dimensional ETF Tr Inflation P

ETFs
38K
+ 16.13%
$40.31 - $42.43 $1.53M - $1.61M
274K $11.1M
MEAR
Blackrock Short Maturity Munic

ETFs
23.3K
+ 100.0%
$49.94 - $50.28 $1.16M - $1.17M
46.6K $2.34M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
35.5K
+ 15.92%
$41.17 - $43.34 $1.46M - $1.54M
258K $10.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
58.5K
+ 22.37%
$26.18 - $28.77 $1.53M - $1.68M
320K $8.61M
MSFT
Microsoft Corp

Technology
2.09K
+ 237.95%
$406.35 - $454.46 $851K - $952K
2.97K $1.26M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.1K
+ 300.0%
$49.79 - $51.14 $850K - $873K
22.8K $1.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.6K
+ 300.0%
$116.4 - $138.52 $768K - $914K
8.8K $1.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.1K
+ 99.0%
$33.92 - $36.6 $748K - $807K
44.3K $1.53M
IWN
Ishares Russell2000 Val ETF

ETFs
4.36K
+ 133.22%
$162.69 - $181.35 $710K - $791K
7.64K $1.26M
CEG
Constellation Energy Corp

Utilities
2.67K
+ 100.0%
$224.28 - $285.52 $598K - $761K
5.33K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
904
+ 189.12%
$570.51 - $610.59 $516K - $552K
1.38K $808K
VCR
Vanguard Consumer Discretionar

ETFs
998
+ 100.0%
$328.51 - $401.37 $328K - $401K
2K $714K
ALL
Allstate Corp

Financial Services
1.91K
+ 100.0%
$181.25 - $208.2 $347K - $398K
3.82K $731K
EXC
Exelon Corp

Utilities
8K
+ 100.0%
$36.22 - $40.97 $290K - $328K
16K $626K
AAPL
Apple Inc.

Technology
1.02K
+ 59.73%
$221.69 - $259.02 $225K - $263K
2.72K $663K
Dimensional ETF Trust
18.4K
+ 19.9%
N/A
111K $2.89M
AMZN
Amazon Com Inc

Consumer Cyclical
823
+ 54.5%
$180.88 - $232.93 $149K - $192K
2.33K $485K
AVGE
American Centy ETF Tr Avantis
144
+ 0.7%
N/A
20.6K $1.49M
LMT
Lockheed Martin Corp

Industrials
14
+ 0.66%
$479.66 - $614.62 $6.72K - $8.6K
2.13K $1.04M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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