Yardley Wealth Management LLC New Holdings in Q3 2024

Yardley Wealth Management LLC

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
707K
New
$35.8 - $39.69 $25.3M - $28.1M
707K $28.1M
AVDE
American Centy ETF Tr Avantis

ETFs
326K
New
$60.09 - $67.67 $19.6M - $22.1M
326K $21.9M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
344K
New
$31.97 - $37.3 $11M - $12.8M
344K $12.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
252K
New
$47.7 - $48.54 $12M - $12.2M
252K $12.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
236K
New
$40.69 - $42.46 $9.58M - $10M
236K $9.96M
Dimensional ETF Trust
180K
New
N/A
180K $9.74M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
223K
New
$41.34 - $43.55 $9.22M - $9.71M
223K $9.63M
DFSD
Dimensional ETF Tr Short Durat

ETFs
175K
New
$47.0 - $47.84 $8.24M - $8.38M
175K $8.37M
DISV
Dimensional ETF Tr Dimensional

ETFs
262K
New
$26.06 - $29.18 $6.82M - $7.63M
262K $7.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
116K
New
$56.04 - $62.2 $6.51M - $7.23M
116K $7.23M
AVUV
American Centy ETF Tr Avantis

ETFs
71.4K
New
$88.24 - $99.7 $6.3M - $7.12M
71.4K $6.85M
AVLV
American Centy ETF Tr Avantis
93.9K
New
$60.05 - $65.83 $5.64M - $6.18M
93.9K $6.18M
Dimensional ETF Trust
92.4K
New
N/A
92.4K $2.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.54K
New
$517.38 - $573.86 $2.35M - $2.61M
4.54K $2.61M
IWV
Ishares Russell 3000 ETF

ETFs
6.02K
New
$294.75 - $326.73 $1.77M - $1.97M
6.02K $1.97M
AVGE
American Centy ETF Tr Avantis
20.5K
New
N/A
20.5K $1.51M
MUB
Ishares National Muni Bond ETF

ETFs
11.7K
New
$106.13 - $108.7 $1.24M - $1.27M
11.7K $1.27M
LMT
Lockheed Martin Corp

Industrials
2.12K
New
$460.3 - $584.56 $974K - $1.24M
2.12K $1.24M
MEAR
Blackrock Short Maturity Munic

ETFs
23.3K
New
$49.99 - $50.34 $1.17M - $1.17M
23.3K $1.17M
ROP
Roper Technologies Inc

Industrials
1.44K
New
$515.25 - $576.55 $744K - $832K
1.44K $803K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.24K
New
$75.32 - $84.37 $696K - $780K
9.24K $773K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.3K
New
$31.05 - $34.29 $692K - $764K
22.3K $764K
CEG
Constellation Energy Corp

Utilities
2.67K
New
$167.08 - $262.86 $445K - $701K
2.67K $693K
IWN
Ishares Russell2000 Val ETF

ETFs
3.28K
New
$150.05 - $171.34 $491K - $561K
3.28K $546K
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
New
$255.18 - $283.2 $448K - $497K
1.75K $497K
AVUS
American Centy ETF Tr Avantis

ETFs
5.12K
New
$86.27 - $95.15 $442K - $487K
5.12K $487K
VEA
Vanguard Ftse Developed Market

ETFs
8.87K
New
$47.6 - $53.31 $422K - $473K
8.87K $468K
QQQ
Invesco Qqq Trust, Series 1

ETFs
904
New
$434.77 - $502.96 $393K - $455K
904 $441K
IYW
Ishares Dj Us Tech ETF

ETFs
2.82K
New
$133.16 - $158.73 $375K - $447K
2.82K $427K
AAPL
Apple Inc.

Technology
1.7K
New
$207.23 - $234.82 $352K - $399K
1.7K $396K
MSFT
Microsoft Corp

Technology
880
New
$395.15 - $467.56 $348K - $411K
880 $379K
ALL
Allstate Corp

Financial Services
1.91K
New
$158.43 - $192.86 $303K - $369K
1.91K $363K
VCR
Vanguard Consumer Discretionar

ETFs
998
New
$291.88 - $341.94 $291K - $341K
998 $340K
EXC
Exelon Corp

Utilities
8K
New
$34.24 - $40.55 $274K - $324K
8K $324K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.69K
New
$49.93 - $51.15 $284K - $291K
5.69K $291K
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
New
$161.02 - $200.0 $243K - $302K
1.51K $281K
IVV
Ishares Core S&P 500 ETF

ETFs
478
New
$520.18 - $576.82 $249K - $276K
478 $276K
LSAT
Two Rds Shared Tr Leadershares

ETFs
6.42K
New
$37.41 - $41.75 $240K - $268K
6.42K $268K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.2K
New
$103.87 - $117.59 $229K - $259K
2.2K $258K
LSAF
Two Rds Shared Tr

ETFs
5.22K
New
$36.68 - $41.38 $191K - $216K
5.22K $216K
Activity Summary
Buys All Purchases 41 New Holdings 41 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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