Quantum Financial Planning Services, Inc. Purchases in Q4 2024

Quantum Financial Planning Services, Inc.

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
726K
New
$77.86 - $79.27 $56.5M - $57.6M
726K $56.6B
VUG
Vanguard Growth ETF

ETFs
121K
New
$378.79 - $428.11 $45.7M - $51.7M
121K $49.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
427K
New
$66.77 - $71.52 $28.5M - $30.5M
427K $29.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
297K
New
$71.75 - $75.11 $21.3M - $22.3M
297K $21.3B
Vanguard Malvern Fds
69.2K
New
N/A
69.2K $5.25B
DFAT
Dimensional ETF Tr U S Target

ETFs
46.6K
New
$54.54 - $61.04 $2.54M - $2.85M
46.6K $2.59B
COST
Costco Wholesale Corp

Consumer Defensive
2.18K
New
$873.59 - $994.69 $1.91M - $2.17M
2.18K $2B
AAPL
Apple Inc.

Technology
6.71K
New
$221.69 - $259.02 $1.49M - $1.74M
6.71K $1.68B
AMZN
Amazon Com Inc

Consumer Cyclical
5.15K
New
$180.88 - $232.93 $931K - $1.2M
5.15K $1.13B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15K
New
$58.88 - $64.8 $883K - $972K
15K $884M
Capital Group Core Balanced
20K
New
N/A
20K $627M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.22K
New
$481.22 - $538.17 $588K - $658K
1.22K $625M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
New
$442.29 - $483.08 $567K - $620K
1.28K $582M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
5.53K
New
$100.18 - $109.1 $554K - $603K
5.53K $580M
GOOGL
Alphabet Inc.

Communication Services
2.63K
New
$161.86 - $196.66 $426K - $518K
2.63K $498M
VNQ
Vanguard Specialized Funds Van

ETFs
5.56K
New
$87.85 - $98.6 $488K - $548K
5.56K $495M
HD
Home Depot, Inc.

Consumer Cyclical
1.11K
New
$385.02 - $431.37 $429K - $481K
1.11K $434M
XOM
Exxon Mobil Corp

Energy
3.98K
New
$105.51 - $125.37 $420K - $499K
3.98K $428M
ORCL
Oracle Corp

Technology
2.53K
New
$165.41 - $192.43 $418K - $487K
2.53K $422M
GOOG
Alphabet Inc.

Communication Services
2.19K
New
$163.08 - $198.16 $358K - $435K
2.19K $418M
VTV
Vanguard Value ETF

ETFs
2.38K
New
$168.32 - $181.87 $401K - $433K
2.38K $403M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
714
New
$521.84 - $558.82 $373K - $399K
714 $385M
FISV
Fiserv Inc

Technology
1.6K
New
N/A
1.6K $329M
Blackrock Inc
312
New
N/A
312 $320M
HON
Honeywell International Inc

Industrials
1.39K
New
$202.84 - $236.0 $282K - $329K
1.39K $314M
BA
Boeing CO

Industrials
1.73K
New
$138.14 - $180.72 $238K - $312K
1.73K $306M
TMUS
T Mobile Us, Inc.

Communication Services
6.18K
New
$206.1 - $246.94 $1.27M - $1.53M
6.18K $287M
IVV
Ishares Core S&P 500 ETF

ETFs
477
New
$570.51 - $610.59 $272K - $291K
477 $281M
NOW
Service Now, Inc.

Technology
250
New
$867.18 - $1148.42 $217K - $287K
250 $265M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.58K
New
$56.61 - $61.63 $259K - $282K
4.58K $260M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.06K
New
$49.79 - $51.14 $252K - $259K
5.06K $254M
VGT
Vanguard Information Technolog

ETFs
407
New
$571.78 - $647.97 $233K - $264K
407 $253M
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
New
$4100.99 - $5300.34 $185K - $239K
45 $225M
Activity Summary
Buys All Purchases 34 New Holdings 34 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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