Yardley Wealth Management LLC Reduced Holdings in Q1 2025

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-125K
- 14.84%
$37.84 - $42.29 $4.74M - $5.3M
719K $27.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.42K
- 51.94%
$551.42 - $612.93 $2.43M - $2.71M
4.09K $2.29M
AVUV
American Centy ETF Tr Avantis

ETFs
-13.7K
- 15.84%
$84.95 - $100.62 $1.17M - $1.38M
72.9K $6.36M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19.3K
- 15.26%
$58.81 - $68.2 $1.14M - $1.32M
107K $6.42M
Dimensional ETF Trust
-32.6K
- 14.85%
N/A
187K $9.76M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-18K
- 13.29%
$59.61 - $66.71 $1.08M - $1.2M
118K $7.12M
IYW
Ishares Dj Us Tech ETF

ETFs
-8.45K
- 75.0%
$140.44 - $166.79 $1.19M - $1.41M
2.82K $396K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.1K
- 63.49%
$74.85 - $84.89 $1.2M - $1.36M
9.24K $755K
AVDE
American Centy ETF Tr Avantis

ETFs
-41.5K
- 10.77%
$60.63 - $68.55 $2.52M - $2.84M
344K $22.8M
AVLV
American Centy ETF Tr Avantis
-14.2K
- 12.69%
$63.51 - $70.42 $904K - $1M
97.9K $6.39M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-27.1K
- 10.5%
$40.79 - $42.32 $1.11M - $1.15M
231K $9.73M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-32.1K
- 11.74%
$40.27 - $42.11 $1.29M - $1.35M
241K $10.2M
MSFT
Microsoft Corp

Technology
-2.09K
- 70.41%
$375.39 - $447.2 $786K - $936K
880 $330K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-20.7K
- 10.08%
$46.74 - $47.55 $970K - $987K
185K $8.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-17.1K
- 75.0%
$49.25 - $50.66 $841K - $865K
5.69K $282K
IWP
Ishares Russell Mid Cap Growth

ETFs
-6.6K
- 75.0%
$114.9 - $139.6 $758K - $921K
2.2K $258K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-22.3K
- 50.25%
$32.42 - $36.13 $722K - $805K
22.1K $728K
IWN
Ishares Russell2000 Val ETF

ETFs
-4.36K
- 57.12%
$149.27 - $169.4 $651K - $739K
3.28K $494K
CEG
Constellation Energy Corp

Utilities
-2.67K
- 50.0%
$201.63 - $347.44 $538K - $926K
2.67K $538K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-11.6K
- 3.75%
$47.35 - $48.24 $548K - $558K
297K $14.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-912
- 65.99%
$554.06 - $615.85 $505K - $562K
470 $264K
DISV
Dimensional ETF Tr Dimensional

ETFs
-41.6K
- 12.99%
$26.09 - $30.21 $1.08M - $1.26M
278K $8.11M
VCR
Vanguard Consumer Discretionar

ETFs
-998
- 50.0%
$318.51 - $391.75 $318K - $391K
998 $325K
Dimensional ETF Trust
-13.9K
- 12.5%
N/A
96.9K $2.55M
ALL
Allstate Corp

Financial Services
-1.91K
- 50.0%
$180.99 - $210.18 $346K - $402K
1.91K $396K
AAPL
Apple Inc.

Technology
-1.02K
- 37.39%
$209.68 - $247.1 $213K - $251K
1.7K $378K
EXC
Exelon Corp

Utilities
-8K
- 50.0%
$37.3 - $46.08 $298K - $369K
8K $369K
AMZN
Amazon Com Inc

Consumer Cyclical
-823
- 35.28%
$190.26 - $242.06 $157K - $199K
1.51K $287K
IWV
Ishares Russell 3000 ETF

ETFs
-142
- 2.38%
$313.1 - $349.83 $44.5K - $49.7K
5.83K $1.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-135
- 14.93%
$468.34 - $539.52 $63.2K - $72.8K
769 $361K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-297
- 4.63%
$38.15 - $41.62 $11.3K - $12.4K
6.12K $246K
Activity Summary
Buys All Purchases 4 New Holdings 1 Increased Positions 3 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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