Dodds Wealth, LLC Incresed Positions in Q3 2024

Dodds Wealth, LLC

  • $300 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
14K
+ 2.61%
$79.29 - $84.02 $1.11M - $1.18M
551K $45.5B
SCHV
Schwab Strategic Tr Us Large C

ETFs
866K
+ 194.67%
$73.43 - $80.37 $63.6M - $69.6M
1.31M $35.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
22.5K
+ 3.33%
$50.85 - $53.88 $1.15M - $1.21M
698K $36.9B
SPIB
Spdr Portfolio Intermediate Te

ETFs
32.6K
+ 2.5%
$32.36 - $33.78 $1.05M - $1.1M
1.34M $44.6B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
467K
+ 214.29%
$59.93 - $66.52 $28M - $31.1M
685K $15.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.35K
+ 5.46%
$475.2 - $527.7 $642K - $712K
26.1K $13.8B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.18K
+ 4.45%
$58.03 - $65.37 $300K - $338K
122K $7.75B
SCHA
Schwab Strategic Tr Us Small C

ETFs
120K
+ 104.84%
$46.9 - $51.96 $5.64M - $6.25M
235K $5.96B
XLK
Technology Sector Spdr

ETFs
2.5K
+ 13.47%
$197.34 - $237.68 $493K - $593K
21K $4.84B
XLV
Select Sector Spdr Fund Health

ETFs
911
+ 4.62%
$143.3 - $157.24 $131K - $143K
20.6K $3.15B
DFAU
Dimensional ETF Tr

ETFs
158
+ 0.17%
$35.8 - $39.69 $5.66K - $6.27K
91.2K $3.63B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
853
+ 4.02%
$57.32 - $62.65 $48.9K - $53.4K
22.1K $1.37B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.25K
+ 23.42%
$51.02 - $52.74 $115K - $119K
11.9K $619M
DVY
Ishares Tr

ETFs
90
+ 1.15%
$119.99 - $135.74 $10.8K - $12.2K
7.94K $1.05B
VEA
Vanguard Ftse Developed Market

ETFs
1.25K
+ 10.72%
$47.6 - $53.31 $59.7K - $66.9K
13K $670M
NUSC
Nuveen Esg Small Cap ETF

ETFs
496
+ 4.06%
$38.89 - $42.97 $19.3K - $21.3K
12.7K $535M
KO
Coca Cola CO

Consumer Defensive
370
+ 10.98%
$62.69 - $73.01 $23.2K - $27K
3.74K $259M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 11.8%
$194.9 - $224.8 $34.1K - $39.3K
1.66K $353M
VT
Vanguard Total World Stk Index

ETFs
7
+ 0.09%
$107.72 - $119.96 $754 - $840
7.56K $901M
PG
Procter & Gamble CO

Consumer Defensive
120
+ 9.15%
$160.76 - $177.82 $19.3K - $21.3K
1.43K $242M
PFF
Ishares Trust Ishares Pfd And

ETFs
148
+ 1.53%
$31.18 - $33.5 $4.61K - $4.96K
9.85K $326M
VTWO
Vanguard Russell 2000 ETF

ETFs
12
+ 0.42%
$81.17 - $90.77 $974 - $1.09K
2.85K $250M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.06%
$133.16 - $158.73 $133 - $159
1.77K $274M
AMZN
Amazon Com Inc

Consumer Cyclical
175
+ 4.86%
$161.02 - $200.0 $28.2K - $35K
3.77K $704M
MSFT
Microsoft Corp

Technology
52
+ 2.86%
$395.15 - $467.56 $20.5K - $24.3K
1.87K $778M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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