Conrad Siegel Investment Advisors, Inc. Purchases in Q3 2024

Conrad Siegel Investment Advisors, Inc.

  • $370 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80.5K
+ 2.75%
$31.05 - $34.29 $2.5M - $2.76M
3M $103M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.75K
+ 1.11%
$475.2 - $527.7 $829K - $921K
159K $84M
IEFA
Ishares Tr

ETFs
5.18K
+ 1.07%
$70.09 - $78.74 $363K - $408K
489K $38.2M
DFAX
Dimensional ETF Tr
31.4K
+ 5.29%
$24.29 - $27.25 $763K - $856K
625K $16.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
667
+ 0.17%
$51.0 - $57.07 $34K - $38.1K
388K $21.6M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
257
+ 0.37%
$43.67 - $51.82 $11.2K - $13.3K
69.2K $3.59M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
13.8K
+ 44.2%
$24.78 - $25.11 $342K - $346K
45K $1.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14K
+ 42.33%
$23.75 - $23.75 $332K - $332K
47K $1.12M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.4K
+ 39.96%
$23.63 - $24.42 $293K - $303K
43.4K $1.06M
AAPL
Apple Inc.

Technology
129
+ 1.25%
$207.23 - $234.82 $26.7K - $30.3K
10.4K $2.43M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.86K
+ 44.32%
$23.13 - $23.43 $228K - $231K
32.1K $752K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.8K
+ 42.46%
$22.55 - $23.1 $221K - $226K
32.9K $758K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.88K
+ 39.9%
$21.96 - $22.69 $195K - $201K
31.1K $704K
TSLA
Tesla, Inc.

Consumer Cyclical
815
New
$191.76 - $263.26 $156K - $215K
815 $213K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.77K
+ 19.94%
$71.45 - $75.64 $126K - $134K
10.6K $798K
META
Meta Platforms, Inc.

Communication Services
31
+ 1.85%
$453.41 - $572.44 $14.1K - $17.7K
1.71K $976K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
255
+ 1.36%
$41.9 - $48.26 $10.7K - $12.3K
19.1K $911K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
569
+ 0.81%
$48.06 - $49.39 $27.3K - $28.1K
70.9K $3.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
845
+ 20.99%
$76.94 - $79.54 $65K - $67.2K
4.87K $386K
VEA
Vanguard Ftse Developed Market

ETFs
23
+ 0.11%
$47.6 - $53.31 $1.09K - $1.23K
20.1K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
171
+ 17.27%
$194.9 - $224.8 $33.3K - $38.4K
1.16K $244K
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.11%
$163.98 - $182.92 $492 - $549
2.76K $501K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.44%
$255.18 - $283.2 $2.3K - $2.55K
2.05K $579K
NYF
Ishares New York Muni Bond ETF

ETFs
39
+ 0.18%
$53.13 - $54.36 $2.07K - $2.12K
21.1K $1.15M
XOM
Exxon Mobil Corp

Energy
51
+ 2.57%
$109.72 - $119.0 $5.6K - $6.07K
2.04K $239K
NVDA
Nvidia Corp

Technology
225
+ 2.8%
$98.91 - $134.91 $22.3K - $30.4K
8.25K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
141
+ 1.89%
$161.02 - $200.0 $22.7K - $28.2K
7.61K $1.42M
MSFT
Microsoft Corp

Technology
80
+ 2.0%
$395.15 - $467.56 $31.6K - $37.4K
4.09K $1.76M
GOOGL
Alphabet Inc.

Communication Services
187
+ 1.95%
$148.65 - $191.18 $27.8K - $35.8K
9.79K $1.62M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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