Fund Evaluation Group, LLC Purchases and Sells in Q1 2025

Fund Evaluation Group, LLC

$2.31 Billion
Q1 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	3.76M + 89.4%	$21.75 - $24.28 $81.7M - $91.2M	7.96M $176M
IVV	148K + 9.46%	$554.06 - $615.85 $82M - $91.1M	1.71M $962M
SCHF	1.74M + 76.58%	$18.36 - $20.51 $32M - $35.7M	4.01M $79.4M
IXUS	201K + 13.21%	$65.06 - $72.31 $13.1M - $14.5M	1.72M $120M
AGG	141K + 199.22%	$95.85 - $99.25 $13.5M - $14M	211K $20.9M
SCHE	431K + 86.3%	$25.81 - $28.52 $11.1M - $12.3M	931K $25.7M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	191K New	$507.05 - $563.67 $96.9M - $108M	191K $98.2M
IWO	32.7K New	$254.58 - $302.92 $8.31M - $9.89M	32.7K $8.35M
EFV	129K New	$51.88 - $60.73 $6.7M - $7.85M	129K $7.62M
IWD	23K New	$182.82 - $196.21 $4.2M - $4.51M	23K $4.32M
IVE	21.9K New	$185.78 - $198.58 $4.07M - $4.35M	21.9K $4.17M
VSGX	58.5K New	$55.47 - $61.45 $3.24M - $3.59M	58.5K $3.45M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	-2.01M - 78.35%	$40.03 - $46.81 $80.6M - $94.3M	557K $22.7M
SCHG	-719K - 6.6%	$24.91 - $29.02 $17.9M - $20.9M	10.2M $255M
GOVT	-966K - 7.29%	$22.25 - $23.0 $21.5M - $22.2M	12.3M $282M
SHV	-49.9K - 16.63%	$110.11 - $110.51 $5.49M - $5.51M	250K $27.6M
SUSA	-14K - 9.81%	$113.22 - $126.36 $1.58M - $1.77M	129K $14.8M
IWM	-33 - 0.08%	$198.1 - $229.79 $6.54K - $7.58K	43.8K $8.74M

Activity Summary All Purchases 30 New Holdings 10 Increased Positions 20 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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