E Rn Financial, LLC Incresed Positions in Q3 2024

E Rn Financial, LLC

  • $653 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
114K
+ 110.72%
$41.34 - $43.55 $4.71M - $4.96M
217K $9.37M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36.3K
+ 7.46%
$48.51 - $52.86 $1.76M - $1.92M
522K $27.6M
RWL
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 2.95%
$90.36 - $98.07 $1.03M - $1.12M
397K $38.9M
SPYG
Spdr Portfolio

ETFs
21.4K
+ 5.42%
$73.38 - $84.1 $1.57M - $1.8M
416K $34.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.8K
+ 4.97%
$33.74 - $37.96 $1.04M - $1.17M
649K $24.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.41K
+ 2.96%
$305.34 - $350.41 $1.04M - $1.19M
118K $40.9M
VEA
Vanguard Ftse Developed Market

ETFs
10.9K
+ 2.59%
$47.6 - $53.31 $518K - $580K
431K $22.8M
PVAL
Putnam ETF Tr Putnam Focused L
39.7K
+ 33.39%
$35.03 - $37.94 $1.39M - $1.51M
159K $6.01M
JHMM
John Hancock Multifactor Mid C

ETFs
6.49K
+ 2.84%
$54.25 - $60.2 $352K - $391K
235K $14.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.3K
+ 0.72%
$53.07 - $62.66 $69K - $81.5K
182K $11.2M
IEFA
Ishares Tr

ETFs
9.91K
+ 7.33%
$70.09 - $78.74 $694K - $780K
145K $11.3M
AAPL
Apple Inc.

Technology
1.22K
+ 2.92%
$207.23 - $234.82 $253K - $286K
43K $10M
AVEM
American Centy ETF Tr Avantis

ETFs
7.77K
+ 4.58%
$57.2 - $65.59 $445K - $510K
177K $11.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
15K
+ 5.98%
$51.0 - $52.05 $766K - $781K
266K $13.8M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 0.22%
$191.76 - $263.26 $5.75K - $7.9K
13.6K $3.57M
DFAX
Dimensional ETF Tr
9.38K
+ 2.51%
$24.29 - $27.25 $228K - $255K
383K $10.3M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.19K
+ 5.06%
$81.1 - $89.18 $421K - $463K
108K $9.46M
USTB
Victory Portfolios Ii Victorys

ETFs
9.21K
+ 3.25%
$49.79 - $50.91 $459K - $469K
293K $14.9M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.02K
+ 1.34%
$85.03 - $94.56 $86.3K - $96K
76.7K $7.14M
AVUV
American Centy ETF Tr Avantis

ETFs
3.16K
+ 5.95%
$88.24 - $99.7 $279K - $315K
56.2K $5.39M
FICO
Fair Isaac Corp

Technology
1
+ 0.07%
$1496.51 - $1947.38 $1.5K - $1.95K
1.37K $2.66M
VTV
Vanguard Value ETF

ETFs
1.98K
+ 10.7%
$159.75 - $174.57 $316K - $345K
20.5K $3.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
917
+ 48.14%
$517.38 - $573.86 $474K - $526K
2.82K $1.62M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.97K
+ 2.96%
$45.87 - $48.53 $228K - $241K
173K $8.33M
JHML
John Hancock Multifactor Large

ETFs
3.77K
+ 9.32%
$62.62 - $69.44 $236K - $262K
44.2K $3.07M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.41K
+ 24.64%
$50.61 - $50.96 $425K - $428K
42.5K $2.17M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
9.23K
+ 4.4%
$25.19 - $26.39 $232K - $244K
219K $5.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
117
+ 0.15%
$75.32 - $84.37 $8.81K - $9.87K
77.5K $6.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.78K
+ 2.73%
$60.84 - $67.51 $108K - $120K
66.8K $4.51M
HTAB
Hartford Fds Exchange Traded

ETFs
6.95K
+ 1.68%
$19.24 - $19.9 $134K - $138K
419K $8.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 2.87%
$405.19 - $478.57 $56.7K - $67K
5.01K $2.31M
META
Meta Platforms, Inc.

Communication Services
309
+ 16.8%
$453.41 - $572.44 $140K - $177K
2.15K $1.23M
EEMA
Ishares Msci Emerging Markets

ETFs
987
+ 3.13%
$68.31 - $80.1 $67.4K - $79.1K
32.5K $2.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
915
+ 1.46%
$85.48 - $98.39 $78.2K - $90K
63.4K $6.12M
AXP
American Express CO

Financial Services
456
+ 15.01%
$225.92 - $271.17 $103K - $124K
3.49K $947K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.28K
+ 35.06%
$40.48 - $45.39 $214K - $240K
20.3K $895K
HD
Home Depot, Inc.

Consumer Cyclical
135
+ 4.54%
$333.64 - $405.2 $45K - $54.7K
3.11K $1.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.12K
+ 2.82%
$61.47 - $67.36 $68.8K - $75.4K
40.7K $2.74M
IVV
Ishares Core S&P 500 ETF

ETFs
187
+ 5.34%
$520.18 - $576.82 $97.3K - $108K
3.69K $2.13M
DE
Deere & CO

Industrials
97
+ 2.62%
$344.84 - $418.0 $33.4K - $40.5K
3.8K $1.59M
FDG
American Centy ETF Tr Focused

ETFs
219
+ 0.35%
$80.48 - $93.32 $17.6K - $20.4K
63.1K $5.84M
AVGO
Broadcom Inc.

Technology
5.51K
+ 1012.5%
$136.27 - $1745.86 $751K - $9.62M
6.05K $1.04M
BLK
Black Rock Inc.

Financial Services
44
+ 6.1%
$782.27 - $949.51 $34.4K - $41.8K
765 $726K
PNW
Pinnacle West Capital Corp

Utilities
5
+ 0.04%
$75.52 - $91.31 $378 - $457
12.8K $1.14M
SKYY
First Trust Cloud Computing Et

ETFs
306
+ 1.66%
$86.45 - $102.48 $26.5K - $31.4K
18.8K $1.92M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.82K
+ 54.2%
$49.7 - $56.11 $140K - $158K
8.03K $441K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.33K
+ 11.76%
$44.65 - $47.21 $104K - $110K
22.2K $1.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.5K
+ 7.68%
$54.98 - $59.51 $82.3K - $89K
21K $1.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.06K
+ 12.47%
$75.63 - $84.89 $80K - $89.8K
9.54K $803K
Activity Summary
Buys All Purchases 104 New Holdings 14 Increased Positions 90 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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