Delap Wealth Advisory, LLC Incresed Positions in Q1 2025

Delap Wealth Advisory, LLC

  • $179 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
21.2K
+ 137.13%
$271.18 - $303.12 $5.75M - $6.43M
36.7K $10.1B
AVDV
American Centy ETF Tr Avantis

ETFs
47.9K
+ 42.98%
$63.74 - $71.96 $3.06M - $3.45M
159K $11.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
13.9K
+ 6.34%
$63.77 - $71.36 $888K - $993K
233K $16.1B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
60.6K
+ 19.99%
$25.35 - $27.46 $1.54M - $1.66M
363K $9.62B
AVUV
American Centy ETF Tr Avantis

ETFs
18.6K
+ 105.79%
$84.95 - $100.62 $1.58M - $1.87M
36.2K $3.15B
VEA
Vanguard Ftse Developed Market

ETFs
15.6K
+ 7.35%
$47.4 - $52.99 $737K - $824K
227K $11.5B
JNJ
Johnson & Johnson

Healthcare
7.04K
+ 434.57%
$142.06 - $167.7 $1M - $1.18M
8.66K $1.44B
VGIT
Vanguard Intermediate Term Tre

ETFs
16.6K
+ 11.22%
$57.44 - $59.4 $955K - $988K
165K $9.79B
LLY
Eli Lilly & CO

Healthcare
832
+ 167.07%
$725.72 - $929.72 $604K - $774K
1.33K $1.1B
DIHP
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 186.11%
$25.1 - $27.85 $496K - $550K
30.4K $818M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.15K
+ 11.41%
$48.43 - $49.9 $249K - $257K
50.3K $2.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
538
+ 46.86%
$507.05 - $563.67 $273K - $303K
1.69K $866M
IVV
Ishares Core S&P 500 ETF

ETFs
417
+ 13.56%
$554.06 - $615.85 $231K - $257K
3.49K $1.96B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.2K
+ 5.43%
$42.5 - $46.71 $93.7K - $103K
42.8K $1.94B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
65
+ 0.29%
$114.57 - $118.14 $7.45K - $7.68K
22.8K $2.69B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.18K
+ 10.09%
$25.54 - $28.79 $30.2K - $34K
12.9K $358M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.71%
$442.66 - $534.52 $4.43K - $5.35K
595 $317M
Dimensional ETF Trust
1.25K
+ 7.0%
N/A
19.2K $503M
SUB
Ishares Short Term National Mu

ETFs
142
+ 3.73%
$105.3 - $106.24 $15K - $15.1K
3.95K $417M
ET
Energy Transfer LP

Energy
10
+ 0.07%
$17.26 - $21.08 $173 - $211
14.2K $263M
NKE
Nike, Inc.

Consumer Cyclical
257
+ 7.33%
$63.29 - $81.72 $16.3K - $21K
3.76K $239M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.37%
$217.89 - $252.64 $1.53K - $1.77K
1.89K $419M
GOOGL
Alphabet Inc.

Communication Services
29
+ 1.16%
$154.33 - $206.19 $4.48K - $5.98K
2.54K $392M
NVDA
Nvidia Corp

Technology
674
+ 9.78%
$106.98 - $149.43 $72.1K - $101K
7.57K $820M
Ea Series Trust
3.83K
+ 3.0%
N/A
131K $2.55B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.69K
+ 1.48%
$32.42 - $36.13 $184K - $205K
389K $12.8B
Activity Summary
Buys All Purchases 36 New Holdings 9 Increased Positions 27 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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