Conrad Siegel Investment Advisors, Inc. Purchases in Q2 2025

Conrad Siegel Investment Advisors, Inc.

  • $446 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
177K
+ 52.65%
$45.65 - $57.01 $8.1M - $10.1M
514K $29.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.9K
+ 1.22%
$29.12 - $35.84 $1.08M - $1.32M
3.06M $109M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 0.84%
$456.74 - $568.03 $612K - $762K
162K $91.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
59.5K
+ 260.67%
$75.05 - $77.34 $4.46M - $4.6M
82.3K $6.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.7K
+ 43.27%
$39.89 - $49.46 $2.58M - $3.2M
214K $10.6M
IEFA
Ishares Tr

ETFs
1.15K
+ 0.23%
$67.83 - $84.09 $77.9K - $96.5K
503K $42M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
38.2K
+ 143.18%
$77.94 - $79.5 $2.98M - $3.04M
64.9K $5.16M
VO
Vanguard Mid Cap ETF

ETFs
539
+ 0.46%
$228.54 - $279.83 $123K - $151K
117K $32.8M
DFAX
Dimensional ETF Tr
14.9K
+ 2.09%
$23.37 - $29.39 $348K - $438K
728K $21.4M
BNDX
Vanguard Total International B

ETFs
37.3K
+ 156.13%
$48.77 - $49.55 $1.82M - $1.85M
61.2K $3.03M
IEMG
Ishares Inc

ETFs
19K
+ 430.28%
N/A
23.5K $1.26M
AME
Ametek Inc

Industrials
3.94K
New
$151.41 - $182.75 $596K - $719K
3.94K $712K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.3K
New
$23.4 - $29.68 $359K - $455K
15.3K $455K
BA
Boeing CO

Industrials
1.38K
New
$136.59 - $217.51 $189K - $300K
1.38K $289K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.41%
$484.66 - $738.09 $2.91K - $4.43K
1.47K $1.09M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.76K
New
$48.46 - $50.2 $231K - $239K
4.76K $236K
NYF
Ishares New York Muni Bond ETF

ETFs
4.48K
+ 22.43%
$51.29 - $53.06 $230K - $238K
24.4K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 0.4%
$167.32 - $223.3 $4.68K - $6.25K
7.02K $1.54M
NFLX
Netflix Inc

Communication Services
153
New
$855.86 - $1339.13 $131K - $205K
153 $204K
AVGO
Broadcom Inc.

Technology
53
+ 3.06%
$146.29 - $275.65 $7.75K - $14.6K
1.79K $492K
VTI
Vanguard Total Stock Market Et

ETFs
71
+ 3.0%
$243.75 - $303.93 $17.3K - $21.6K
2.44K $740K
VXF
Vanguard Extended Market ETF

ETFs
80
+ 3.06%
$150.43 - $192.71 $12K - $15.4K
2.7K $519K
TSLA
Tesla, Inc.

Consumer Cyclical
34
+ 3.61%
$221.86 - $362.89 $7.54K - $12.3K
976 $310K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.47K
+ 25.67%
$24.94 - $25.42 $61.7K - $62.9K
12.1K $307K
BND
Vanguard Bd Index Fd Inc Total

ETFs
381
+ 3.53%
$72.02 - $73.82 $27.4K - $28.1K
11.2K $823K
VPU
Vanguard Utilities ETF

ETFs
7
+ 0.19%
$158.36 - $178.82 $1.11K - $1.25K
3.78K $667K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
91
+ 0.9%
$22.7 - $23.33 $2.07K - $2.12K
10.1K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.38%
$285.55 - $321.23 $857 - $964
795 $232K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
264
+ 0.71%
$97.29 - $105.63 $25.7K - $27.9K
37.2K $3.78M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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