Facet Wealth, Inc. Purchases in Q1 2025

Facet Wealth, Inc.

  • $3.82 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.74M
+ 21.77%
$47.4 - $52.99 $82.4M - $92.1M
9.73M $494M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.74M
+ 314.43%
$49.25 - $50.66 $85.8M - $88.2M
2.3M $114M
IEFA
Ishares Tr

ETFs
718K
+ 95.01%
$69.57 - $78.65 $50M - $56.5M
1.47M $112M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
652K
+ 227.66%
$55.41 - $60.74 $36.1M - $39.6M
938K $53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
293K
+ 63.77%
$120.29 - $134.6 $35.2M - $39.4M
752K $91.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
499K
+ 68.48%
$49.78 - $53.19 $24.8M - $26.5M
1.23M $62.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
640K
+ 80.25%
$33.84 - $37.77 $21.6M - $24.2M
1.44M $52.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.01M
+ 937.77%
$24.91 - $29.02 $25.3M - $29.4M
1.12M $28.1M
VO
Vanguard Mid Cap ETF

ETFs
87.6K
+ 3755.98%
$251.87 - $277.95 $22.1M - $24.4M
90K $23.3M
VGLT
Vanguard Long Term Treasury Et

ETFs
388K
New
$53.99 - $58.43 $21M - $22.7M
388K $22.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
99.4K
+ 2.05%
$71.17 - $73.66 $7.08M - $7.32M
4.94M $363M
VCIT
Vanguard Intermediate Term Cor

ETFs
90.8K
+ 7.11%
$79.17 - $82.04 $7.19M - $7.45M
1.37M $112M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61.2K
+ 16.21%
$87.68 - $94.52 $5.37M - $5.79M
439K $41.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
40.1K
+ 6.02%
$114.57 - $118.14 $4.6M - $4.74M
707K $83.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
129K
+ 55.05%
$37.07 - $40.63 $4.79M - $5.25M
364K $14.3M
IEMG
Ishares Inc

ETFs
96.1K
+ 40.02%
N/A
336K $18M
VUG
Vanguard Growth ETF

ETFs
14.5K
+ 113.93%
$369.1 - $427.61 $5.36M - $6.21M
27.3K $10.1M
VBR
Vanguard Small Cap Value ETF

ETFs
25.6K
+ 103.72%
$183.02 - $207.75 $4.68M - $5.32M
50.3K $9.36M
VONG
Vanguard Russell 1000 Growth E

ETFs
45.2K
+ 822.21%
$92.71 - $107.38 $4.19M - $4.85M
50.7K $4.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
38K
+ 92.39%
$75.32 - $84.77 $2.86M - $3.22M
79.2K $6.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
54.6K
+ 37.61%
$67.03 - $74.61 $3.66M - $4.07M
200K $13.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
19.9K
+ 10.19%
$69.81 - $78.9 $1.39M - $1.57M
216K $16.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
34.6K
+ 124.77%
$77.33 - $90.16 $2.68M - $3.12M
62.4K $4.89M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
18.8K
+ 32.87%
$120.24 - $134.3 $2.25M - $2.52M
75.8K $9.24M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
27.1K
+ 375.26%
$44.81 - $46.22 $1.21M - $1.25M
34.3K $1.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.33K
+ 6.32%
$95.85 - $99.25 $511K - $529K
89.6K $8.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.17K
New
$92.45 - $106.69 $386K - $445K
4.17K $387K
ADI
Analog Devices Inc

Technology
1.76K
New
$201.56 - $243.82 $354K - $429K
1.76K $354K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.31K
New
$65.15 - $91.81 $346K - $487K
5.31K $346K
IVV
Ishares Core S&P 500 ETF

ETFs
873
+ 14.87%
$554.06 - $615.85 $484K - $538K
6.74K $3.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.2K
+ 1.9%
$56.51 - $62.98 $68K - $75.8K
64.5K $3.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.53K
+ 1.73%
$18.36 - $20.51 $46.4K - $51.9K
149K $2.94M
BNDX
Vanguard Total International B

ETFs
4.63K
New
$48.33 - $49.5 $224K - $229K
4.63K $225K
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
New
$185.78 - $198.58 $214K - $228K
1.15K $219K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 9.71%
$442.66 - $534.52 $69.1K - $83.4K
1.76K $938K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.26K
+ 87.39%
$156.61 - $168.02 $197K - $212K
2.7K $434K
IWF
Ishares Russell 1000 Gr ETF

ETFs
657
+ 71.26%
$360.07 - $417.26 $237K - $274K
1.58K $570K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.73K
+ 45.37%
$58.01 - $64.46 $158K - $176K
8.75K $543K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.44K
+ 11.83%
$64.88 - $72.1 $223K - $248K
32.5K $2.14M
VXF
Vanguard Extended Market ETF

ETFs
1.5K
+ 21.15%
$170.36 - $201.04 $255K - $301K
8.59K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
455
+ 14.79%
$225.19 - $279.95 $102K - $127K
3.53K $866K
V
Visa Inc.

Financial Services
137
+ 8.13%
$306.92 - $362.71 $42K - $49.7K
1.82K $638K
MRK
Merck & Co., Inc.

Healthcare
1.47K
+ 46.63%
$83.01 - $101.02 $122K - $149K
4.64K $416K
IBM
International Business Machines Corp

Technology
64
+ 2.23%
$217.4 - $264.74 $13.9K - $16.9K
2.94K $730K
ABBV
Abb Vie Inc.

Healthcare
83
+ 3.46%
$169.2 - $216.66 $14K - $18K
2.48K $519K
VIG
Vanguard Dividend Appreciation

ETFs
488
+ 17.43%
N/A
3.29K $598K
MA
Mastercard Inc

Financial Services
103
+ 25.81%
$504.67 - $576.31 $52K - $59.4K
502 $275K
VB
Vanguard Small Cap ETF

ETFs
263
+ 30.44%
$217.89 - $252.64 $57.3K - $66.4K
1.13K $249K
ABT
Abbott Laboratories

Healthcare
8
+ 0.47%
$111.1 - $140.22 $889 - $1.12K
1.71K $226K
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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