Beaird Harris Wealth Management, LLC Incresed Positions in Q4 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCMB
Schwab Strategic Tr Mun Bd ETF
108K
+ 90.17%
N/A
228K $0
American Centy ETF Tr
27.2K
+ 6.76%
N/A
429K $0
SONY
Sony Group Corp

Technology
104
+ 400.0%
$17.53 - $96.8 $1.82K - $10.1K
130 $2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
129
+ 201.56%
$26.93 - $84.95 $3.47K - $11K
193 $5K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
45
+ 1.19%
$77.86 - $79.27 $3.5K - $3.57K
3.83K $298K
SCHO
Schwab Short Term Us Treasury

ETFs
417
+ 92.46%
$24.06 - $48.88 $10K - $20.4K
868 $20K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
442
+ 143.51%
$22.01 - $66.82 $9.73K - $29.5K
750 $17K
AMGN
Amgen Inc

Healthcare
199
+ 22.36%
$258.78 - $328.31 $51.5K - $65.3K
1.09K $283K
EWX
Spdr S&P Emerging Markets Smal

ETFs
14
+ 1.42%
$58.61 - $64.79 $821 - $907
1K $58K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.07%
$183.23 - $199.79 $183 - $200
1.5K $278K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.07K
+ 7.28%
$44.04 - $49.49 $46.9K - $52.7K
15.7K $690K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
17
+ 0.54%
$115.64 - $129.74 $1.97K - $2.21K
3.17K $368K
PSX
Phillips 66

Energy
9
+ 1.23%
$110.35 - $138.93 $993 - $1.25K
743 $84K
VGSH
Vanguard

ETFs
113
+ 0.5%
$58.02 - $58.88 $6.56K - $6.65K
22.6K $1.32M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.26%
$90.22 - $102.31 $271 - $307
1.16K $105K
VOE
Vanguard Mid Cap Value Index F

ETFs
18
+ 0.59%
$160.89 - $176.18 $2.9K - $3.17K
3.09K $500K
KO
Coca Cola CO

Consumer Defensive
9
+ 0.37%
$61.74 - $71.71 $556 - $645
2.42K $150K
EFA
Ishares Tr Msci Eafe ETF

ETFs
321
+ 4.21%
$75.1 - $82.99 $24.1K - $26.6K
7.95K $600K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45
+ 0.53%
$55.45 - $61.08 $2.5K - $2.75K
8.58K $475K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
99
+ 1.13%
$63.27 - $70.31 $6.26K - $6.96K
8.86K $562K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19K
+ 102.43%
$18.41 - $40.87 $350K - $777K
37.6K $695K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
176
+ 1.02%
$62.71 - $68.47 $11K - $12.1K
17.4K $1.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.1K
+ 1.58%
$48.33 - $49.08 $635K - $645K
843K $40.8M
XOM
Exxon Mobil Corp

Energy
1.19K
+ 3.97%
$105.51 - $125.37 $125K - $149K
31.1K $3.34M
AVDV
American Centy ETF Tr Avantis

ETFs
25.4K
+ 6.48%
$63.85 - $70.4 $1.62M - $1.79M
418K $27.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.86K
+ 2.71%
$57.29 - $63.1 $221K - $243K
146K $8.4M
AVEM
American Centy ETF Tr Avantis

ETFs
22.2K
+ 4.14%
$58.59 - $66.14 $1.3M - $1.47M
559K $32.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
70K
+ 2.42%
$41.17 - $43.34 $2.88M - $3.04M
2.97M $123M
DFAR
Dimensional ETF Tr Dimensional

ETFs
54.5K
+ 3.35%
$22.72 - $25.76 $1.24M - $1.41M
1.68M $39.1M
Activity Summary
Buys All Purchases 171 New Holdings 41 Increased Positions 130 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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