Elevate Wealth Advisory, Inc Incresed Positions in Q1 2024

Elevate Wealth Advisory, Inc

  • $115 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.6K
+ 18.32%
$103.16 - $115.3 $1.61M - $1.8M
101K $11.6B
DFIV
Dimensional ETF Tr

ETFs
30.9K
+ 17.51%
$33.15 - $36.75 $1.02M - $1.14M
207K $7.62B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.5K
+ 27.7%
$49.45 - $54.43 $568K - $625K
53K $2.88B
IDEV
Ishares Core Msci Intl Develop

ETFs
7.58K
+ 15.64%
$61.63 - $67.27 $467K - $510K
56K $3.76B
Dimensional ETF Trust
14.7K
+ 18.38%
N/A
94.5K $2.84B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.09K
+ 10.57%
$98.36 - $99.47 $599K - $606K
63.7K $6.34B
IEMG
Ishares Inc

ETFs
7.99K
+ 11.32%
$47.6 - $51.96 $380K - $415K
78.6K $4.06B
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.45K
+ 271.33%
$50.35 - $50.6 $375K - $377K
10.2K $515M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
7.93K
+ 24.95%
$48.08 - $48.49 $381K - $385K
39.7K $1.91B
MUB
Ishares National Muni Bond ETF

ETFs
1.59K
+ 39.1%
$107.41 - $108.76 $171K - $173K
5.65K $608M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
921
+ 36.56%
$109.98 - $120.99 $101K - $111K
3.44K $416M
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.09%
$161.84 - $179.11 $971 - $1.07K
6.47K $1.16B
YUM
Yum Brands Inc

Consumer Cyclical
524
+ 31.41%
$126.33 - $140.74 $66.2K - $73.7K
2.19K $304M
AVUS
American Centy ETF Tr Avantis

ETFs
696
+ 34.54%
$79.93 - $89.5 $55.6K - $62.3K
2.71K $243M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
198
+ 1.54%
$75.25 - $80.63 $14.9K - $16K
13.1K $1.05B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
350
+ 2.7%
$109.57 - $116.86 $38.3K - $40.9K
13.3K $1.56B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23
+ 0.2%
$36.22 - $40.9 $833 - $941
11.8K $481M
QUAL
Ishares Msci Usa Quality Facto

ETFs
68
+ 3.55%
$144.62 - $165.44 $9.83K - $11.2K
1.98K $326M
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 5.1%
$232.77 - $260.14 $13.7K - $15.3K
1.22K $316M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.83K
+ 15.99%
$21.28 - $22.96 $39K - $42.1K
13.3K $297M
VUG
Vanguard Growth ETF

ETFs
88
+ 60.69%
$301.05 - $346.61 $26.5K - $30.5K
233 $80.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
930
+ 65.96%
$24.62 - $26.83 $22.9K - $25K
2.34K $62.6M
VTV
Vanguard Value ETF

ETFs
133
+ 45.24%
$147.46 - $162.86 $19.6K - $21.7K
427 $69.5M
SOXX
Ishares Semiconductor ETF

ETFs
400
+ 200.0%
$216.76 - $689.6 $86.7K - $276K
600 $136M
AOR
Ishares Tr Core Growth Allocat

ETFs
16
+ 0.25%
$52.25 - $55.68 $836 - $891
6.42K $357M
DIHP
Dimensional ETF Tr Dimensional

ETFs
75
+ 0.82%
$24.77 - $26.98 $1.86K - $2.02K
9.24K $249M
VT
Vanguard Total World Stk Index

ETFs
39
+ 3.7%
$100.68 - $110.5 $3.93K - $4.31K
1.09K $121M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.02%
$23.13 - $25.1 $23.1 - $25.1
5.43K $136M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$189.48 - $210.3 $189 - $210
374 $78.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42
+ 13.64%
$96.75 - $99.37 $4.06K - $4.17K
350 $34.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
432
+ 400.0%
$56.98 - $284.98 $24.6K - $123K
540 $32.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.95%
$39.04 - $42.23 $234 - $253
636 $26.6M
AVEM
American Centy ETF Tr Avantis

ETFs
4
+ 11.11%
$53.02 - $58.54 $212 - $234
40 $2.32M
REET
Ishares Global Reit ETF

ETFs
8
+ 0.3%
$22.72 - $24.32 $182 - $195
2.71K $64.1M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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