Coston, Mc Isaac & Partners Purchases in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Markettrack All Equity
5.01K
+ 9.51%
N/A
57.6K $0
Schwab International Index
45
+ 1.52%
N/A
3K $0
Schwab Dividend Equity
172
+ 6.07%
N/A
3.01K $0
Schwab Balanced
174
+ 6.47%
N/A
2.86K $0
Schwab Target 2035
99
+ 1.86%
N/A
5.41K $0
Schwab Target 2035 Index
61
+ 7.46%
N/A
879 $0
Dimensional Gbl Cre Pls Fxd ETF
1.13K
+ 177.6%
N/A
1.76K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.04K
+ 200.0%
$27.54 - $83.04 $56.2K - $169K
3.06K $84K
Schwab Total Stock Market Index
20
+ 30.3%
N/A
86 $0
Schwab Target 2065 Index
112
+ 34.89%
N/A
433 $0
Schwab Target 2055
43
+ 3.19%
N/A
1.39K $0
Schwab Target 2050
120
+ 3.17%
N/A
3.91K $0
Schwab Target 2045 Index
40
+ 23.53%
N/A
210 $0
Schwab Target 2045
82
+ 2.3%
N/A
3.65K $0
Schwab Target 2040 Index
55
+ 52.88%
N/A
159 $0
Schwab Target 2040
3
+ 5.08%
N/A
62 $0
Apollo Realty Income Solutions Inc Class A Iii
4.77K
New
N/A
4.77K $0
American Funds New Perspective F2
8
+ 5.71%
N/A
148 $0
Dodge & Cox Stock I
1
+ 0.41%
N/A
247 $0
Dfa Us Core Equity 1 I
12
+ 0.2%
N/A
5.89K $0
Dfa Large Cap International I
10
+ 0.87%
N/A
1.16K $0
Dfa Intl Sustainability Core 1
108
+ 1.0%
N/A
10.9K $0
Dfa International Value Iii
8
+ 0.32%
N/A
2.5K $0
Dfa International Value I
22
+ 0.99%
N/A
2.24K $0
Dfa International Small Company I
99
+ 0.97%
N/A
10.3K $0
Dfa International Small Cap Value I
172
+ 1.46%
N/A
12K $0
Dfa Global Allocation 60/40 I
1.69K
+ 2.13%
N/A
81.1K $0
Dfa Global Allocation 25/75 I
442
+ 2.21%
N/A
20.5K $0
Dfa Emerging Markets Value I
12
+ 0.77%
N/A
1.58K $0
Dfa Emerging Markets I
2
+ 0.54%
N/A
374 $0
Dfa Commodity Strategy Institutional
16
+ 1.63%
N/A
1K $0
Dfa Us Large Cap Value I
10
+ 0.23%
N/A
4.36K $0
Dfa Us Large Cap Value Iii
11
+ 0.18%
N/A
5.98K $0
Dfa Us Large Company I
9
+ 0.33%
N/A
2.74K $0
Dimensional 2060 Target Dt Rtr Inc Instl
47
+ 1.19%
N/A
4.01K $0
Dimensional 2055 Target Dt Rtr Inc Instl
2
+ 1.32%
N/A
154 $0
Dimensional 2050 Target Dt Rtr Inc Instl
4
+ 1.3%
N/A
312 $0
Dimensional 2045 Target Dt Rtr Inc Instl
4
+ 2.03%
N/A
201 $0
Dimensional 2040 Target Dt Rtr Inc Instl
4
+ 1.47%
N/A
277 $0
Dimensional 2030 Target Dt Rtr Inc Instl
43
+ 3.05%
N/A
1.45K $0
Dimensional 2025 Target Dt Rtr Inc Instl
4
+ 0.82%
N/A
493 $0
Dfa Us Targeted Value I
4
+ 0.36%
N/A
1.12K $0
Dfa Us Sustainability Core 1
9
+ 0.22%
N/A
4.18K $0
Dfa Us Social Core Equity 2 Portfolio
8
+ 0.21%
N/A
3.79K $0
Dfa Us Small Cap Value I
31
+ 0.31%
N/A
10K $0
Dfa Us Micro Cap I
7
+ 0.15%
N/A
4.75K $0
Columbia Contrarian Core Inst3
329
+ 9.26%
N/A
3.88K $0
Calvert Us Large Cap Value Rspnb Idx I
52
New
N/A
52 $0
Baron Small Cap Instl
215
+ 12.31%
N/A
1.96K $0
Activity Summary
Buys All Purchases 326 New Holdings 51 Increased Positions 275 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Coston, Mc Isaac & Partners Portfolio

Follow Coston, Mc Isaac & Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coston, Mc Isaac & Partners, based on Form 13F filings with the SEC.

News

Stay updated on Coston, Mc Isaac & Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email