Brio Consultants, LLC Purchases in Q2 2025

Brio Consultants, LLC

  • $666 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
333K
New
$73.19 - $85.21 $24.4M - $28.4M
333K $28.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155
+ 0.12%
$456.74 - $568.03 $70.8K - $88K
128K $72.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.5K
+ 2.72%
$32.66 - $40.75 $800K - $999K
924K $37.4M
VONE
Vanguard Russell 1000 ETF

ETFs
7.71K
New
$225.48 - $280.86 $1.74M - $2.16M
7.71K $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.1K
+ 2.96%
$72.02 - $73.82 $1.66M - $1.71M
805K $59.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
69.3K
+ 87.86%
$19.1 - $23.83 $1.32M - $1.65M
148K $3.53M
GTO
Invesco Actively Managed ETF T

ETFs
38.8K
+ 3.98%
$45.73 - $47.2 $1.77M - $1.83M
1.01M $47.5M
INTF
Ishares Tr

ETFs
25.7K
+ 11.93%
$27.6 - $34.51 $711K - $889K
242K $8.27M
VUG
Vanguard Growth ETF

ETFs
208
+ 0.97%
$329.49 - $438.4 $68.5K - $91.2K
21.5K $9.45M
FNDA
Schwab Fundamental U S Small C

ETFs
40.1K
New
$23.85 - $28.69 $955K - $1.15M
40.1K $1.15M
EEMV
Ishares Msci Emerging Markets

ETFs
2.8K
+ 1.44%
$54.12 - $62.8 $151K - $176K
197K $12.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
42.4K
+ 211.22%
$17.76 - $22.1 $754K - $938K
62.5K $1.38M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
30.9K
+ 3.33%
N/A
960K $30.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.32K
+ 6.09%
$72.96 - $90.39 $315K - $390K
75.2K $6.72M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.78K
New
$108.12 - $135.04 $733K - $915K
6.78K $915K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.3K
+ 2.33%
$91.62 - $116.16 $119K - $151K
56.8K $6.6M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
3.41K
+ 3.16%
$45.13 - $56.88 $154K - $194K
111K $6.33M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.62K
+ 3.25%
$50.09 - $51.09 $482K - $491K
305K $15.6M
NUDM
Nuveen Esg International Devel

ETFs
14.9K
+ 20.44%
$28.66 - $35.49 $428K - $529K
87.9K $3.12M
GNR
Spdr S&P Global Natural Resour

ETFs
13.8K
+ 91.67%
$45.66 - $55.03 $629K - $758K
28.8K $1.56M
MSFT
Microsoft Corp

Technology
509
+ 14.82%
$354.56 - $497.45 $180K - $253K
3.94K $1.96M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
7.64K
+ 9.89%
N/A
85K $6.36M
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
25.8K
New
$20.81 - $21.39 $538K - $553K
25.8K $550K
UPS
United Parcel Service Inc

Industrials
5.33K
New
$91.92 - $110.2 $490K - $588K
5.33K $538K
VONG
Vanguard Russell 1000 Growth E

ETFs
4.81K
New
$82.51 - $109.2 $397K - $525K
4.81K $525K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
29.5K
+ 3.53%
$18.83 - $19.22 $555K - $566K
865K $16.6M
PSR
Invesco Actively

ETFs
5.35K
New
$81.92 - $93.07 $439K - $498K
5.35K $488K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.76K
+ 8.88%
$73.02 - $90.22 $202K - $249K
33.9K $3.02M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
19.8K
New
$23.0 - $24.7 $455K - $489K
19.8K $476K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.12K
New
$83.67 - $109.12 $345K - $450K
4.12K $450K
HTRB
Hartford Fds Total Return Bd E

ETFs
10.2K
+ 2.25%
$33.14 - $34.12 $338K - $348K
463K $15.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.23K
+ 1.96%
$33.77 - $41.16 $109K - $133K
168K $6.76M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.61K
+ 40.75%
$26.66 - $33.09 $230K - $285K
29.7K $981K
NFLX
Netflix Inc

Communication Services
246
New
$855.86 - $1339.13 $211K - $329K
246 $329K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.53K
+ 35.08%
$58.41 - $72.69 $206K - $256K
13.6K $986K
ORCL
Oracle Corp

Technology
125
+ 3.64%
$122.82 - $218.63 $15.4K - $27.3K
3.56K $778K
AMZN
Amazon Com Inc

Consumer Cyclical
345
+ 4.57%
$167.32 - $223.3 $57.7K - $77K
7.9K $1.73M
NFRA
Flexshares Stoxx Global Broad

ETFs
2.07K
+ 5.73%
$53.49 - $61.88 $110K - $128K
38.1K $2.36M
GOOG
Alphabet Inc.

Communication Services
281
+ 2.76%
$146.58 - $180.01 $41.2K - $50.6K
10.5K $1.86M
TSLA
Tesla, Inc.

Consumer Cyclical
798
New
$221.86 - $362.89 $177K - $290K
798 $253K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.18K
New
$45.12 - $46.23 $234K - $239K
5.18K $239K
FDN
First Tr Fd Dow Jones

ETFs
880
New
$200.29 - $269.33 $176K - $237K
880 $237K
SAP
Sap Se

Technology
766
New
$237.53 - $309.8 $182K - $237K
766 $232K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.32K
+ 4.4%
$48.46 - $50.2 $258K - $267K
126K $6.28M
ASML
Asml Holding Nv

Technology
255
New
$595.37 - $815.24 $152K - $208K
255 $204K
META
Meta Platforms, Inc.

Communication Services
90
+ 10.61%
$484.66 - $738.09 $43.6K - $66.4K
938 $692K
AXP
American Express CO

Financial Services
635
New
$231.39 - $318.98 $147K - $203K
635 $202K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.83K
+ 36.21%
$45.9 - $47.2 $176K - $181K
14.4K $677K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
961
+ 24.77%
$101.97 - $126.75 $98K - $122K
4.84K $613K
Activity Summary
Buys All Purchases 77 New Holdings 19 Increased Positions 58 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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