Spring Vest Wealth Management LLC Purchases in Q2 2025

Spring Vest Wealth Management LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
302
+ 1.74%
$496.48 - $617.85 $150K - $187K
17.7K $11B
DFAI
Dimensional ETF Tr

ETFs
17.7K
+ 12.97%
$28.02 - $34.71 $497K - $615K
154K $5.34B
DFSD
Dimensional ETF Tr Short Durat

ETFs
16.4K
+ 51.92%
$47.09 - $48.01 $771K - $786K
47.9K $2.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.28K
+ 31.12%
$82.21 - $83.12 $516K - $522K
26.5K $2.19B
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.96K
+ 5.37%
$23.55 - $27.67 $235K - $276K
195K $5.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.79K
New
$53.65 - $67.02 $364K - $455K
6.79K $455M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
15K
New
N/A
15K $437M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.2K
+ 30.78%
$19.1 - $23.83 $214K - $267K
47.6K $1.13B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.74K
New
$58.63 - $59.9 $336K - $344K
5.74K $343M
VUSB
Vanguard Bd Index Fds
6.49K
+ 3.53%
N/A
191K $9.5B
GLD
Spdr Gold Trust

ETFs
634
+ 11.2%
$273.71 - $316.29 $174K - $201K
6.3K $1.92B
NVDA
Nvidia Corp

Technology
80
+ 1.77%
$94.31 - $157.99 $7.54K - $12.6K
4.59K $725M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.07K
New
$29.12 - $35.84 $177K - $217K
6.07K $217M
EMR
Emerson Electric CO

Industrials
1.6K
New
$94.15 - $133.33 $151K - $213K
1.6K $213M
IWF
Ishares Russell 1000 Gr ETF

ETFs
92
+ 4.44%
$320.42 - $424.58 $29.5K - $39.1K
2.16K $918M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.48K
+ 2.41%
$41.1 - $42.37 $102K - $105K
106K $4.47B
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.02%
$69.34 - $117.71 $69.3 - $118
4K $472M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
493
+ 0.45%
$77.94 - $79.5 $38.4K - $39.2K
109K $8.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 10.1%
$456.74 - $568.03 $35.6K - $44.3K
850 $484M
DUHP
Dimensional ETF Tr Dimensional

ETFs
255
+ 1.03%
$29.36 - $35.56 $7.49K - $9.07K
24.9K $886M
VO
Vanguard Mid Cap ETF

ETFs
61
+ 2.88%
$228.54 - $279.83 $13.9K - $17.1K
2.18K $612M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
823
+ 1.52%
$49.57 - $50.27 $40.8K - $41.4K
55.1K $2.77B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4
+ 0.06%
$60.34 - $74.89 $241 - $300
6.95K $520M
PM
Philip Morris International Inc.

Consumer Defensive
44
+ 2.79%
$149.23 - $184.95 $6.57K - $8.14K
1.62K $298M
SSO
Proshares Ultra S&P 500

ETFs
6
+ 0.22%
$64.8 - $97.72 $389 - $586
2.7K $265M
PHYS
Sprott Physical Gold Trust

Financial Services
13
+ 0.07%
$22.82 - $26.29 $297 - $342
19.4K $491M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
152
+ 1.88%
$77.74 - $78.78 $11.8K - $12K
8.23K $648M
SPSB
Spdr Portfolio Short Term Corp

ETFs
296
+ 1.25%
$29.82 - $30.19 $8.83K - $8.94K
24K $724M
DFAR
Dimensional ETF Tr Dimensional

ETFs
556
+ 2.8%
$20.99 - $23.93 $11.7K - $13.3K
20.4K $478M
COP
Conocophillips

Energy
2
+ 0.09%
$82.66 - $106.1 $165 - $212
2.34K $210M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.01%
$98.59 - $109.11 $394 - $436
34.5K $3.58B
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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