Bwm Planning, LLC Incresed Positions in Q3 2025

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
211K
+ 217.54%
$90.37 - $102.12 $19.1M - $21.5M
308K $30.6B
AVDE
American Centy ETF Tr Avantis

ETFs
123K
+ 74.57%
$73.24 - $79.04 $9.04M - $9.76M
289K $22.8B
VTI
Vanguard Total Stock Market Et

ETFs
19.4K
+ 24.14%
$303.93 - $329.86 $5.91M - $6.41M
100K $32.8B
American Centy ETF Tr
67K
+ 34.71%
N/A
260K $18.4B
SCHO
Schwab Short Term Us Treasury

ETFs
216K
+ 62.31%
$24.23 - $24.42 $5.24M - $5.28M
563K $13.7B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
89.1K
+ 45.61%
$42.62 - $46.98 $3.8M - $4.19M
285K $13.3B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
61.1K
+ 50.25%
$61.99 - $65.47 $3.79M - $4M
183K $11.8B
DFAI
Dimensional ETF Tr

ETFs
28.4K
+ 4.84%
$34.05 - $36.55 $967K - $1.04M
615K $22.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
88.2K
+ 47.09%
$41.8 - $43.15 $3.69M - $3.81M
276K $11.8B
DFAE
Dimensional ETF Tr

ETFs
12.6K
+ 3.25%
$28.84 - $31.84 $363K - $401K
399K $12.6B
HIDE
Ea Ser Tr Alpha Architect High
76.4K
+ 29.34%
N/A
337K $7.8B
AVEM
American Centy ETF Tr Avantis

ETFs
13K
+ 30.05%
$68.33 - $75.41 $886K - $978K
56.1K $4.21B
Tidal Trust Ii
32.8K
+ 20.29%
N/A
194K $5.14B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.5K
+ 5.25%
$32.78 - $35.79 $246K - $268K
150K $5.37B
CVX
Chevron Corp

Energy
8.11K
+ 82.44%
$145.57 - $161.83 $1.18M - $1.31M
17.9K $2.79B
AVDV
American Centy ETF Tr Avantis

ETFs
6.4K
+ 21.81%
$79.24 - $89.03 $507K - $569K
35.7K $3.18B
Tidal Trust Ii
58.2K
+ 45.74%
N/A
185K $3.23B
VEU
Vanguard Ftse All World Ex Us

ETFs
12.1K
+ 328.18%
$66.38 - $71.68 $804K - $868K
15.8K $1.13B
WFC
Wells Fargo & Company

Financial Services
1.32K
+ 2.2%
$77.05 - $85.16 $102K - $112K
61.3K $5.14B
XOM
Exxon Mobil Corp

Energy
8.35K
+ 27.79%
$105.83 - $117.22 $883K - $978K
38.4K $4.33B
AVGO
Broadcom Inc.

Technology
241
+ 6.64%
$264.74 - $369.57 $63.8K - $89.1K
3.87K $1.28B
Dimensional ETF Trust
22.7K
+ 83.76%
N/A
49.8K $1.36B
IEFA
Ishares Tr

ETFs
52
+ 0.13%
$81.7 - $87.53 $4.25K - $4.55K
39.7K $3.46B
MSFT
Microsoft Corp

Technology
328
+ 16.52%
$491.09 - $535.64 $161K - $176K
2.31K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
364
+ 8.3%
$282.78 - $316.06 $103K - $115K
4.75K $1.5B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.5K
+ 153.0%
$102.4 - $103.88 $358K - $363K
5.78K $598M
TSLA
Tesla, Inc.

Consumer Cyclical
137
+ 8.51%
$293.94 - $444.72 $40.3K - $60.9K
1.75K $777M
DFUS
Dimensional ETF Tr U S Equity

ETFs
365
+ 1.92%
$67.01 - $72.84 $24.5K - $26.6K
19.3K $1.4B
HD
Home Depot, Inc.

Consumer Cyclical
104
+ 2.55%
$357.4 - $423.42 $37.2K - $44K
4.18K $1.69B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.87K
+ 56.52%
$47.18 - $48.17 $183K - $187K
10.7K $515M
SUB
Ishares Short Term National Mu

ETFs
1.39K
+ 18.98%
$106.17 - $107.3 $148K - $149K
8.73K $932M
ETN
Eaton Corp PLC

Industrials
23
+ 2.44%
$342.99 - $392.76 $7.89K - $9.03K
965 $361M
XLK
Technology Sector Spdr

ETFs
2
+ 0.19%
$250.97 - $282.66 $502 - $565
1.08K $305M
VEA
Vanguard Ftse Developed Market

ETFs
8
+ 0.09%
$56.02 - $60.3 $448 - $482
8.85K $530M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.25%
$567.77 - $614.76 $1.14K - $1.23K
791 $484M
DFAX
Dimensional ETF Tr
156
+ 1.86%
$29.25 - $31.56 $4.56K - $4.92K
8.53K $268M
WMB
Williams Companies, Inc.

Energy
483
+ 12.36%
$56.52 - $64.01 $27.3K - $30.9K
4.39K $278M
LLY
Eli Lilly & CO

Healthcare
140
+ 13.61%
$625.65 - $812.69 $87.6K - $114K
1.17K $892M
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.12%
$195.41 - $212.37 $391 - $425
1.65K $345M
HAL
Halliburton CO

Energy
1.21K
+ 10.73%
$20.5 - $25.11 $24.7K - $30.3K
12.4K $306M
PEP
Pepsico Inc

Consumer Defensive
111
+ 2.87%
$133.81 - $152.16 $14.9K - $16.9K
3.97K $558M
COP
Conocophillips

Energy
106
+ 2.89%
$91.0 - $98.99 $9.65K - $10.5K
3.78K $357M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
99
+ 0.97%
$459.11 - $506.91 $45.5K - $50.2K
10.3K $5.16B
Activity Summary
Buys All Purchases 62 New Holdings 18 Increased Positions 44 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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