Brio Consultants, LLC Reduced Holdings in Q3 2024

Brio Consultants, LLC

  • $624 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-677K
- 98.42%
$74.26 - $78.84 $50.3M - $53.4M
10.9K $853K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-754K
- 94.21%
$30.5 - $32.13 $23M - $24.2M
46.3K $1.49M
SUB
Ishares Short Term National Mu

ETFs
-42.1K
- 42.76%
$104.3 - $106.3 $4.39M - $4.48M
56.4K $5.98M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-21.5K
- 15.47%
$47.01 - $48.2 $1.01M - $1.04M
117K $5.65M
VIG
Vanguard Dividend Appreciation

ETFs
-3K
- 5.81%
$182.15 - $182.15 $547K - $547K
48.7K $8.87M
GOOG
Alphabet Inc.

Communication Services
-603
- 5.42%
$149.54 - $192.66 $90.2K - $116K
10.5K $1.76M
AVUS
American Centy ETF Tr Avantis

ETFs
-6.58K
- 7.69%
$86.27 - $95.15 $567K - $626K
79K $7.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.44K
- 22.59%
$28.02 - $32.68 $124K - $145K
15.2K $491K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-340
- 7.96%
$332.02 - $382.76 $113K - $130K
3.93K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-124
- 1.98%
$161.02 - $200.0 $20K - $24.8K
6.15K $1.15M
XOM
Exxon Mobil Corp

Energy
-181
- 7.92%
$109.72 - $119.0 $19.9K - $21.5K
2.1K $246K
SPYG
Spdr Portfolio

ETFs
-475
- 5.54%
$73.38 - $84.1 $34.9K - $39.9K
8.1K $671K
BAC
Bank Of America Corp

Financial Services
-288
- 4.17%
$36.65 - $44.13 $10.6K - $12.7K
6.62K $262K
VEA
Vanguard Ftse Developed Market

ETFs
-942
- 5.89%
$47.6 - $53.31 $44.8K - $50.2K
15.1K $795K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-150
- 2.49%
$61.11 - $67.85 $9.17K - $10.2K
5.88K $399K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-273
- 5.18%
$117.9 - $128.2 $32.2K - $35K
5K $641K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-433
- 16.62%
$263.97 - $344.64 $114K - $149K
2.17K $727K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-96
- 1.81%
$48.51 - $52.86 $4.66K - $5.07K
5.2K $274K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.4K
- 2.43%
$47.18 - $48.74 $161K - $166K
137K $6.66M
CSCO
Cisco Systems, Inc.

Technology
-242
- 3.72%
$44.74 - $53.22 $10.8K - $12.9K
6.26K $333K
SPMD
Spdr Portfolio

ETFs
-2.55K
- 4.73%
$50.29 - $54.92 $128K - $140K
51.4K $2.81M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-192
- 1.45%
$41.02 - $46.01 $7.88K - $8.83K
13K $592K
VNQ
Vanguard Specialized Funds Van

ETFs
-987
- 8.56%
$82.97 - $98.97 $81.9K - $97.7K
10.5K $1.03M
NFRA
Flexshares Stoxx Global Broad

ETFs
-1.19K
- 3.41%
$53.04 - $59.95 $63.3K - $71.6K
33.8K $2.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-303
- 1.67%
$105.53 - $118.34 $32K - $35.9K
17.8K $2.08M
VO
Vanguard Mid Cap ETF

ETFs
-145
- 1.14%
$237.84 - $263.83 $34.5K - $38.3K
12.5K $3.31M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.62K
- 1.57%
$19.78 - $23.53 $32K - $38.1K
101K $2.35M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-3.31K
- 1.37%
$23.54 - $26.35 $77.9K - $87.2K
239K $6.23M
EEMV
Ishares Msci Emerging Markets

ETFs
-17.3K
- 5.8%
$56.77 - $63.31 $984K - $1.1M
281K $17.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.87K
- 1.2%
$92.63 - $105.69 $729K - $832K
647K $67.4M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.22K
- 0.37%
$61.71 - $68.15 $75.4K - $83.3K
332K $22.5M
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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