Brio Consultants, LLC Purchases in Q1 2025

Brio Consultants, LLC

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
128K
New
$507.05 - $563.67 $64.7M - $71.9M
128K $65.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
782K
New
$71.17 - $73.66 $55.6M - $57.6M
782K $57.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.27M
New
$24.91 - $29.02 $56.6M - $66M
2.27M $56.9M
GTO
Invesco Actively Managed ETF T

ETFs
974K
New
$45.9 - $47.37 $44.7M - $46.2M
974K $45.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
899K
New
$33.84 - $37.77 $30.4M - $34M
899K $32.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
929K
New
N/A
929K $29.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
494K
New
$53.6 - $58.97 $26.5M - $29.1M
494K $27M
CMF
Ishares California Muni Bond E

ETFs
339K
New
$55.93 - $57.47 $19M - $19.5M
339K $19.1M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
835K
New
$18.46 - $19.19 $15.4M - $16M
835K $16M
HTRB
Hartford Fds Total Return Bd E

ETFs
452K
New
$33.03 - $34.09 $14.9M - $15.4M
452K $15.3M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
192K
New
$61.55 - $71.27 $11.8M - $13.7M
192K $12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
94.1K
New
$126.86 - $146.45 $11.9M - $13.8M
94.1K $12M
EEMV
Ishares Msci Emerging Markets

ETFs
194K
New
$57.07 - $59.29 $11.1M - $11.5M
194K $11.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
207K
New
$39.18 - $43.52 $8.12M - $9.02M
207K $8.67M
IFRA
Ishares Tr

ETFs
182K
New
$44.8 - $49.25 $8.14M - $8.95M
182K $8.19M
VIG
Vanguard Dividend Appreciation

ETFs
44.4K
New
N/A
44.4K $8.09M
VUG
Vanguard Growth ETF

ETFs
21.3K
New
$369.1 - $427.61 $7.88M - $9.13M
21.3K $7.91M
AVUS
American Centy ETF Tr Avantis

ETFs
80.5K
New
$90.7 - $101.57 $7.3M - $8.18M
80.5K $7.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
112K
New
$58.01 - $64.46 $6.47M - $7.19M
112K $6.93M
INTF
Ishares Tr

ETFs
216K
New
$28.43 - $31.96 $6.14M - $6.9M
216K $6.66M
SUB
Ishares Short Term National Mu

ETFs
62.8K
New
$105.3 - $106.24 $6.62M - $6.68M
62.8K $6.64M
GUNR
Flexshares Tr Morningstar Glob

ETFs
165K
New
$36.6 - $39.56 $6.05M - $6.54M
165K $6.41M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
131K
New
$47.59 - $48.35 $6.24M - $6.34M
131K $6.34M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
121K
New
$49.69 - $50.76 $6.02M - $6.15M
121K $6.06M
IEFA
Ishares Tr

ETFs
78K
New
$69.57 - $78.65 $5.42M - $6.13M
78K $5.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
70.8K
New
$74.85 - $84.89 $5.3M - $6.01M
70.8K $5.79M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
77.3K
New
N/A
77.3K $5.78M
DSI
Ishares Msci Kld 400 Social Et

ETFs
55.5K
New
$101.98 - $115.66 $5.66M - $6.42M
55.5K $5.69M
FTLS
First Tr Long/Short Equity ETF

ETFs
86.9K
New
$63.42 - $68.17 $5.51M - $5.92M
86.9K $5.57M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
108K
New
$49.93 - $56.52 $5.38M - $6.09M
108K $5.43M
MUB
Ishares National Muni Bond ETF

ETFs
45.7K
New
$104.71 - $107.69 $4.78M - $4.92M
45.7K $4.81M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
192K
New
$23.18 - $24.68 $4.46M - $4.75M
192K $4.67M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
88.8K
New
$47.33 - $47.92 $4.2M - $4.25M
88.8K $4.22M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
76.6K
New
$45.92 - $47.58 $3.52M - $3.65M
76.6K $3.64M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
115K
New
$24.6 - $24.99 $2.84M - $2.88M
115K $2.88M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
55.5K
New
$50.24 - $50.57 $2.79M - $2.81M
55.5K $2.8M
NANR
Spdr Index Shs Fds S&P North A

ETFs
50.5K
New
$51.78 - $56.0 $2.61M - $2.83M
50.5K $2.8M
VB
Vanguard Small Cap ETF

ETFs
11.7K
New
$217.89 - $252.64 $2.56M - $2.96M
11.7K $2.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
31.1K
New
$75.32 - $84.77 $2.34M - $2.64M
31.1K $2.54M
SPMD
Spdr Portfolio

ETFs
49.5K
New
$50.21 - $57.73 $2.49M - $2.86M
49.5K $2.53M
NUDM
Nuveen Esg International Devel

ETFs
73K
New
$29.75 - $33.12 $2.17M - $2.42M
73K $2.32M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
103K
New
$20.2 - $22.24 $2.09M - $2.3M
103K $2.22M
VO
Vanguard Mid Cap ETF

ETFs
8.47K
New
$251.87 - $277.95 $2.13M - $2.35M
8.47K $2.19M
NFRA
Flexshares Stoxx Global Broad

ETFs
36K
New
$53.37 - $57.8 $1.92M - $2.08M
36K $2.08M
DGRO
Ishares Core Dividend Growth E

ETFs
32.4K
New
$60.46 - $64.42 $1.96M - $2.09M
32.4K $2M
VTI
Vanguard Total Stock Market Et

ETFs
7K
+ 155.66%
$271.18 - $303.12 $1.9M - $2.12M
11.5K $3.16M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
78.9K
New
$21.23 - $23.75 $1.68M - $1.87M
78.9K $1.7M
NUSC
Nuveen Esg Small Cap ETF

ETFs
43.2K
New
$37.9 - $43.9 $1.64M - $1.9M
43.2K $1.66M
EMCR
Xtrackers Em Carbon Reduction

ETFs
54.4K
New
$27.69 - $30.96 $1.51M - $1.68M
54.4K $1.61M
Activity Summary
Buys All Purchases 103 New Holdings 100 Increased Positions 3 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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