Copperleaf Capital, LLC Incresed Positions in Q3 2024

Copperleaf Capital, LLC

  • $115 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.83K
+ 45.72%
$255.18 - $283.2 $466K - $518K
5.83K $1.65M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.54K
+ 3.47%
$31.05 - $34.29 $141K - $156K
136K $4.65M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.7K
+ 1.02%
$44.83 - $47.42 $76.4K - $80.8K
169K $7.98M
META
Meta Platforms, Inc.

Communication Services
34
+ 0.86%
$453.41 - $572.44 $15.4K - $19.5K
3.99K $2.28M
EFG
Msci Eafe Growth ETF

ETFs
1.37K
+ 6.26%
$96.84 - $108.77 $133K - $149K
23.3K $2.51M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.94K
+ 30.05%
$41.34 - $43.55 $204K - $215K
21.4K $923K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.5K
+ 42.36%
$47.0 - $47.84 $211K - $215K
15.1K $721K
CHKP
Check Point Software Technologies LTD

Technology
77
+ 1.21%
$165.0 - $195.47 $12.7K - $15.1K
6.46K $1.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
861
+ 2.6%
$84.77 - $97.13 $73K - $83.6K
34K $3.25M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.7K
+ 2.26%
$25.36 - $28.37 $43.2K - $48.3K
77.2K $2.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
331
+ 3.41%
$89.91 - $101.33 $29.8K - $33.5K
10K $984K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.11K
+ 3.22%
$25.21 - $28.46 $27.9K - $31.4K
35.5K $998K
VEEV
Veeva Systems Inc

Healthcare
23
+ 0.93%
$180.43 - $223.9 $4.15K - $5.15K
2.49K $521K
KMX
Carmax Inc

Consumer Cyclical
200
+ 1.74%
$71.21 - $85.78 $14.2K - $17.2K
11.7K $904K
CRM
Salesforce, Inc.

Technology
74
+ 3.96%
$238.42 - $276.53 $17.6K - $20.5K
1.94K $531K
IYW
Ishares Dj Us Tech ETF

ETFs
140
+ 1.08%
$133.16 - $158.73 $18.6K - $22.2K
13.1K $1.99M
ICVT
Ishares Tr Convertible Bond Et

ETFs
86
+ 1.64%
$77.24 - $83.67 $6.64K - $7.2K
5.32K $445K
IEMG
Ishares Inc

ETFs
527
+ 5.46%
$53.64 - $53.64 $28.3K - $28.3K
10.2K $546K
VEU
Vanguard Ftse All World Ex Us

ETFs
105
+ 2.98%
$56.47 - $63.69 $5.93K - $6.69K
3.62K $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
125
+ 1.04%
$147.95 - $191.05 $18.5K - $23.9K
12.1K $2.1M
DFAX
Dimensional ETF Tr
67
+ 0.71%
$24.29 - $27.25 $1.63K - $1.83K
9.48K $256K
MUB
Ishares National Muni Bond ETF

ETFs
46
+ 0.85%
$106.13 - $108.7 $4.88K - $5K
5.45K $591K
ABC
Amerisourcebergen Corp

Healthcare
51
+ 1.23%
N/A
4.19K $776K
Blackrock ETF Trust Ii
216
+ 1.24%
N/A
17.6K $0
Dimensional ETF Trust
1.84K
+ 11.94%
N/A
17.3K $0
Dimensional ETF Trust
4.05K
+ 32.09%
N/A
16.7K $0
TFLO
Ishares Treasury Floating Rate

ETFs
8
+ 0.05%
$50.42 - $50.66 $403 - $405
17.8K $899K
Dimensional ETF Trust
162
+ 0.26%
N/A
63.4K $0
Dimensional ETF Trust
232
+ 2.77%
N/A
8.6K $0
AMZN
Amazon Com Inc

Consumer Cyclical
326
+ 2.14%
$161.02 - $200.0 $52.5K - $65.2K
15.5K $2.9M
SCHW
Schwab Charles Corp

Financial Services
403
+ 1.79%
$61.74 - $76.08 $24.9K - $30.7K
22.9K $1.48M
QCOM
Qualcomm Inc

Technology
65
+ 1.02%
$156.12 - $209.64 $10.1K - $13.6K
6.44K $1.09M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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