Coston, Mc Isaac & Partners Incresed Positions in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional World Equityetf
184
+ 7.26%
N/A
2.72K $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
Ishares Bitcoin ETF
1.25K
+ 9.14%
N/A
14.9K $0
AOK
Ishares Tr Core Conservative A

ETFs
6
+ 1.37%
$37.3 - $38.64 $224 - $232
444 $16K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1
+ 1.69%
$61.87 - $64.86 $61.9 - $64.9
60 $3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
40
+ 200.0%
$25.79 - $80.4 $1.03K - $3.22K
60 $1K
FNDB
Schwab Fundamental U S Broad M

ETFs
374
+ 200.0%
$23.07 - $70.32 $8.63K - $26.3K
561 $13K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 3.08%
$26.63 - $30.23 $53.3 - $60.5
67 $1K
VSDA
Victory Portfolios Ii Victorys

ETFs
1
+ 1.14%
$50.67 - $55.17 $50.7 - $55.2
89 $4K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1
+ 2.56%
$46.52 - $48.32 $46.5 - $48.3
40 $1K
IRBO
Ishares Robotics & Artificial

ETFs
21
+ 4.17%
N/A
524 $16K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.19%
$47.66 - $51.97 $47.7 - $52
539 $26K
Schwab Target 2055 Index
650
+ 18.42%
N/A
4.18K $0
Schwab Target 2055
43
+ 3.19%
N/A
1.39K $0
Schwab Target 2050
120
+ 3.17%
N/A
3.91K $0
Schwab Markettrack Conservative
45
+ 8.49%
N/A
575 $0
Schwab Markettrack Balanced
2.27K
+ 10.33%
N/A
24.2K $0
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
Annaly Cap Mgmt Inc Reit
11
+ 3.57%
N/A
319 $0
Wedgewood Retail
706
+ 17.28%
N/A
4.79K $0
Victory International
80
+ 5.42%
N/A
1.56K $0
Schwab Markettrack Growth
2.77K
+ 16.7%
N/A
19.4K $0
Schwab S&P 500 Index
208
+ 0.74%
N/A
28.4K $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
Schwab Target 2035 Index
61
+ 7.46%
N/A
879 $0
Schwab Target 2035
99
+ 1.86%
N/A
5.41K $0
Schwab Target 2030
227
+ 4.03%
N/A
5.85K $0
Schwab Target 2025
445
+ 5.64%
N/A
8.34K $0
Schwab Small Cap Index
23
+ 1.51%
N/A
1.55K $0
Value Line Select Growth Fund
374
+ 11.05%
N/A
3.76K $0
American Funds New Perspective F2
8
+ 5.71%
N/A
148 $0
Edgewood Growth Instl
3
+ 21.43%
N/A
17 $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
Dfa Us Large Company I
9
+ 0.33%
N/A
2.74K $0
Dfa Us Large Cap Value Iii
11
+ 0.18%
N/A
5.98K $0
Dfa Us Large Cap Value I
10
+ 0.23%
N/A
4.36K $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
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
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