Brio Consultants, LLC Incresed Positions in Q2 2025

Brio Consultants, LLC

  • $666 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
NVDA
Nvidia Corp

Technology
541
+ 2.62%
$94.31 - $157.99 $51K - $85.5K
21.2K $3.35M
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.32K
+ 6.09%
$72.96 - $90.39 $315K - $390K
75.2K $6.72M
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
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
29.5K
+ 3.53%
$18.83 - $19.22 $555K - $566K
865K $16.6M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.76K
+ 8.88%
$73.02 - $90.22 $202K - $249K
33.9K $3.02M
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
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
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.32K
+ 4.4%
$48.46 - $50.2 $258K - $267K
126K $6.28M
META
Meta Platforms, Inc.

Communication Services
90
+ 10.61%
$484.66 - $738.09 $43.6K - $66.4K
938 $692K
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
IVW
Ishares S&P 500 Growth ETF

ETFs
434
+ 7.48%
$82.96 - $110.1 $36K - $47.8K
6.24K $686K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.36K
+ 13.14%
$53.36 - $61.57 $72.8K - $84K
11.7K $723K
SUB
Ishares Short Term National Mu

ETFs
656
+ 1.04%
$104.77 - $106.34 $68.7K - $69.8K
63.5K $6.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.8K
+ 16.08%
$19.6 - $24.44 $54.9K - $68.4K
20.2K $493K
MUB
Ishares National Muni Bond ETF

ETFs
1.19K
+ 2.61%
$102.31 - $105.8 $122K - $126K
46.9K $4.89M
DIS
Walt Disney CO

Communication Services
108
+ 4.36%
$81.72 - $124.01 $8.83K - $13.4K
2.59K $320K
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 3.9%
$498.8 - $620.9 $17.5K - $21.7K
933 $579K
SDG
Ishares Trust Ishares Msci Glo

ETFs
644
+ 9.71%
$65.66 - $77.49 $42.3K - $49.9K
7.28K $552K
BAC
Bank Of America Corp

Financial Services
396
+ 4.75%
$34.39 - $47.46 $13.6K - $18.8K
8.73K $413K
IBM
International Business Machines Corp

Technology
73
+ 8.59%
$221.03 - $294.78 $16.1K - $21.5K
923 $272K
SCHW
Schwab Charles Corp

Financial Services
229
+ 8.68%
$69.06 - $91.24 $15.8K - $20.9K
2.87K $261K
LLY
Eli Lilly & CO

Healthcare
82
+ 28.37%
$713.71 - $898.95 $58.5K - $73.7K
371 $289K
NYF
Ishares New York Muni Bond ETF

ETFs
748
+ 11.65%
$51.29 - $53.06 $38.4K - $39.7K
7.17K $373K
CRM
Salesforce, Inc.

Technology
69
+ 7.02%
$236.26 - $291.15 $16.3K - $20.1K
1.05K $286K
MA
Mastercard Inc

Financial Services
25
+ 5.88%
$479.92 - $590.74 $12K - $14.8K
450 $252K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 4.74%
$335.24 - $380.78 $8.72K - $9.9K
574 $210K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
8
+ 0.04%
$46.47 - $47.67 $372 - $381
18.1K $862K
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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