Martin Worley Group Incresed Positions in Q2 2025

Martin Worley Group

  • $183 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
963
+ 24.45%
$45.65 - $57.01 $44K - $54.9K
4.9K $279K
NVDA
Nvidia Corp

Technology
3.69K
+ 183.4%
$94.31 - $157.99 $348K - $583K
5.7K $900K
DFUS
Dimensional ETF Tr U S Equity

ETFs
753
+ 16.84%
$53.65 - $67.02 $40.4K - $50.5K
5.23K $350K
VV
Vanguard Large Cap ETF

ETFs
77
+ 7.19%
$228.25 - $285.3 $17.6K - $22K
1.15K $327K
VGT
Vanguard Information Technolog

ETFs
23
+ 4.03%
$470.37 - $663.28 $10.8K - $15.3K
594 $393K
EFG
Msci Eafe Growth ETF

ETFs
109
+ 2.61%
$89.8 - $112.0 $9.79K - $12.2K
4.28K $479K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
28.1K
+ 293.8%
$46.77 - $47.89 $1.32M - $1.35M
37.7K $1.79M
META
Meta Platforms, Inc.

Communication Services
270
+ 24.41%
$484.66 - $738.09 $131K - $199K
1.38K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
349
+ 46.97%
$908.13 - $1056.85 $317K - $369K
1.09K $1.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.59K
+ 87.06%
$219.76 - $276.94 $569K - $718K
5.57K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 6.37%
$483.48 - $539.8 $47.4K - $52.9K
1.64K $794K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
435
+ 2.49%
$50.52 - $50.92 $22K - $22.2K
17.9K $911K
J P Morgan Exchange Traded F
526
+ 3.5%
N/A
15.5K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
756
+ 3.61%
$46.41 - $47.7 $35.1K - $36.1K
21.7K $1.03M
MSFT
Microsoft Corp

Technology
290
+ 10.67%
$354.56 - $497.45 $103K - $144K
3.01K $1.5M
AAPL
Apple Inc.

Technology
391
+ 7.74%
$172.42 - $223.89 $67.4K - $87.5K
5.44K $1.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.16K
+ 12.55%
$50.36 - $50.68 $159K - $160K
28.4K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
458
+ 15.73%
$456.74 - $568.03 $209K - $260K
3.37K $1.91M
VIG
Vanguard Dividend Appreciation

ETFs
103
+ 1.29%
N/A
8.08K $1.47M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
12.9K
+ 31.14%
$45.9 - $48.26 $593K - $623K
54.4K $2.54M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.84K
+ 14.8%
$73.0 - $85.5 $280K - $328K
29.8K $2.51M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.2K
+ 15.84%
$24.21 - $29.47 $320K - $390K
96.8K $2.85M
VTV
Vanguard Value ETF

ETFs
918
+ 5.89%
$153.67 - $176.74 $141K - $162K
16.5K $2.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.09%
$114.78 - $133.31 $2.18K - $2.53K
21.5K $2.87M
DFIV
Dimensional ETF Tr

ETFs
8.83K
+ 12.08%
$34.67 - $43.21 $306K - $382K
81.9K $3.51M
DFIS
Dimensional ETF Tr Dimensional

ETFs
15.9K
+ 13.45%
$23.2 - $29.84 $369K - $474K
134K $4M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14.5K
+ 12.28%
$25.27 - $27.14 $366K - $393K
132K $3.59M
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.6K
+ 14.16%
$24.32 - $29.74 $452K - $553K
150K $4.42M
VUG
Vanguard Growth ETF

ETFs
6.23K
+ 64.76%
$329.49 - $438.4 $2.05M - $2.73M
15.9K $6.95M
DFAI
Dimensional ETF Tr

ETFs
1.37K
+ 1.19%
$28.02 - $34.71 $38.5K - $47.7K
116K $4.03M
JPIE
J P Morgan Exchange Traded Fd
22.5K
+ 28.43%
$45.12 - $46.32 $1.01M - $1.04M
102K $4.7M
DFAE
Dimensional ETF Tr

ETFs
27.6K
+ 18.9%
$22.87 - $28.95 $632K - $800K
174K $5.03M
J P Morgan Exchange Traded F
12K
+ 15.39%
N/A
90K $0
SCHY
Schwab Strategic Tr Intl Divid

ETFs
11.2K
+ 6.58%
$23.14 - $27.82 $259K - $312K
182K $4.97M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
239
+ 0.27%
$50.34 - $51.86 $12K - $12.4K
89.1K $4.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 8.31%
$24.32 - $27.87 $351K - $402K
188K $4.99M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.81K
+ 8.31%
$94.14 - $97.31 $453K - $468K
62.7K $6.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.41K
+ 5.71%
$55.54 - $69.09 $411K - $512K
137K $9.48M
Dimensional ETF Trust
42.9K
+ 16.1%
N/A
309K $0
VFMV
Vanguard Wellington Fd

ETFs
6.78K
+ 10.33%
$114.53 - $128.23 $777K - $869K
72.4K $9.28M
DFAU
Dimensional ETF Tr

ETFs
1.95K
+ 0.88%
$34.04 - $42.36 $66.3K - $82.5K
224K $9.49M
VTI
Vanguard Total Stock Market Et

ETFs
5.08K
+ 7.15%
$243.75 - $303.93 $1.24M - $1.54M
76.1K $23.1M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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