Copperleaf Capital, LLC Incresed Positions in Q2 2025

Copperleaf Capital, LLC

  • $139 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21.8K
+ 15.33%
$29.12 - $35.84 $633K - $780K
164K $5.87M
IVV
Ishares Core S&P 500 ETF

ETFs
180
+ 1.17%
$498.8 - $620.9 $89.8K - $112K
15.6K $9.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
487
+ 0.95%
$82.96 - $110.1 $40.4K - $53.6K
51.7K $5.69M
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.9K
+ 69.26%
$47.09 - $48.01 $607K - $619K
31.5K $1.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
9.31K
+ 10.3%
$24.94 - $31.15 $232K - $290K
99.7K $3.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.19K
+ 1.42%
$43.53 - $54.46 $52K - $65K
85.5K $4.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
390
+ 8.09%
$456.74 - $568.03 $178K - $222K
5.21K $2.96M
QUAL
Ishares Msci Usa Quality Facto

ETFs
798
+ 2.93%
$152.42 - $182.82 $122K - $146K
28.1K $5.13M
JPM
Jpmorgan Chase & CO

Financial Services
664
+ 13.58%
$210.28 - $289.91 $140K - $193K
5.55K $1.61M
IYW
Ishares Dj Us Tech ETF

ETFs
104
+ 0.91%
$122.57 - $173.27 $12.7K - $18K
11.5K $1.99M
VTI
Vanguard Total Stock Market Et

ETFs
486
+ 6.59%
$243.75 - $303.93 $118K - $148K
7.87K $2.39M
SCHW
Schwab Charles Corp

Financial Services
355
+ 1.45%
$69.06 - $91.24 $24.5K - $32.4K
24.8K $2.26M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
494
+ 9.79%
$180.84 - $240.32 $89.3K - $119K
5.54K $1.33M
WFC
Wells Fargo & Company

Financial Services
3.27K
+ 81.29%
$60.98 - $80.12 $199K - $262K
7.3K $584K
IAU
Ishares Gold Trust

ETFs
3.93K
+ 61.44%
$56.1 - $64.74 $221K - $255K
10.3K $644K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.35K
+ 10.88%
$23.4 - $29.68 $102K - $129K
44.3K $1.32M
PM
Philip Morris International Inc.

Consumer Defensive
671
+ 11.7%
$149.23 - $184.95 $100K - $124K
6.41K $1.17M
AMAT
Applied Materials Inc

Technology
520
+ 12.88%
$126.95 - $183.52 $66K - $95.4K
4.56K $834K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.29K
+ 19.59%
$41.1 - $42.37 $218K - $224K
32.3K $1.37M
IVE
Ishares S&P 500 Value ETF

ETFs
743
+ 4.28%
$168.34 - $195.42 $125K - $145K
18.1K $3.54M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.68K
+ 81.06%
$55.54 - $69.09 $149K - $185K
5.98K $412K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.08K
+ 19.06%
$97.29 - $105.63 $202K - $220K
13K $1.32M
VEEV
Veeva Systems Inc

Healthcare
17
+ 0.68%
$209.39 - $289.94 $3.56K - $4.93K
2.51K $722K
OEF
Ishares S&P 100 ETF

ETFs
481
+ 11.16%
N/A
4.79K $1.27M
USXF
Ishares Esg Advanced Msci Usa

Technology
169
+ 1.21%
$41.54 - $53.93 $7.02K - $9.11K
14.2K $765K
ICVT
Ishares Tr Convertible Bond Et

ETFs
536
+ 6.5%
$78.98 - $90.1 $42.3K - $48.3K
8.78K $790K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.77K
+ 9.13%
$32.11 - $38.21 $57K - $67.8K
21.2K $805K
IEMG
Ishares Inc

ETFs
1.82K
+ 7.35%
N/A
26.6K $1.43M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
61
+ 0.49%
$53.69 - $67.27 $3.28K - $4.1K
12.5K $840K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.28K
+ 0.78%
$45.12 - $46.23 $57.6K - $59K
166K $7.66M
VXF
Vanguard Extended Market ETF

ETFs
230
+ 12.83%
$150.43 - $192.71 $34.6K - $44.3K
2.02K $389K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.49K
+ 16.44%
$44.64 - $47.48 $66.5K - $70.7K
10.6K $501K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
66
+ 1.71%
$108.06 - $135.3 $7.13K - $8.93K
3.93K $531K
MBB
Ishares Tr

ETFs
507
+ 2.35%
$91.41 - $94.22 $46.3K - $47.8K
22.1K $2.07M
EMB
Ishares Tr

ETFs
272
+ 3.62%
$86.54 - $92.62 $23.5K - $25.2K
7.79K $721K
ENB
Enbridge Inc

Energy
715
+ 13.25%
$41.09 - $47.16 $29.4K - $33.7K
6.11K $276K
LYG
Lloyds Banking Group PLC

Financial Services
4.76K
+ 14.76%
$3.32 - $4.29 $15.8K - $20.4K
37K $157K
V
Visa Inc.

Financial Services
25
+ 0.47%
$308.27 - $373.31 $7.71K - $9.33K
5.4K $1.92M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
32
+ 0.5%
$30.87 - $39.17 $988 - $1.25K
6.43K $251K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.19K
+ 3.0%
$22.54 - $23.17 $26.7K - $27.5K
40.7K $934K
ETR
Entergy Corp

Utilities
369
+ 13.03%
$79.01 - $86.61 $29.2K - $32K
3.2K $266K
CMCSA
Comcast Corp

Communication Services
763
+ 12.13%
$32.84 - $36.72 $25.1K - $28K
7.06K $251K
LLY
Eli Lilly & CO

Healthcare
75
+ 7.97%
$713.71 - $898.95 $53.5K - $67.4K
1.02K $792K
PG
Procter & Gamble CO

Consumer Defensive
100
+ 7.99%
$157.66 - $172.39 $15.8K - $17.2K
1.35K $215K
Dimensional ETF Trust
3.35K
+ 5.08%
N/A
69.1K $0
Ishares Bitcoin Trust ETF
4.54K
+ 1.0%
N/A
459K $0
Blackrock ETF Trust Ii
960
+ 3.14%
N/A
31.5K $0
Fidelity Wise Origin Bitcoin
31.7K
+ 39.37%
N/A
112K $0
Dimensional ETF Trust
80
+ 0.44%
N/A
18.2K $0
Activity Summary
Buys All Purchases 64 New Holdings 9 Increased Positions 55 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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