Fundamentun, LLC Incresed Positions in Q3 2024

Fundamentun, LLC

  • $1.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
627K
+ 25.05%
$31.05 - $34.29 $19.5M - $21.5M
3.13M $107M
ITOT
Ishares Core S&P Total U.S. St

ETFs
110K
+ 19.09%
$113.41 - $125.62 $12.5M - $13.9M
689K $86.5M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
195K
+ 15.83%
$29.2 - $32.84 $5.7M - $6.41M
1.43M $46.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
164K
+ 24.26%
$41.34 - $43.55 $6.79M - $7.15M
841K $36.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
49.6K
+ 7.7%
$75.88 - $83.21 $3.76M - $4.12M
693K $57.7M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
188K
+ 146.34%
$29.08 - $31.84 $5.47M - $5.98M
316K $10M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
102K
+ 21.01%
$43.99 - $46.63 $4.48M - $4.75M
587K $27.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
95.8K
+ 23.81%
$49.77 - $51.95 $4.77M - $4.97M
498K $25.8M
AMZN
Amazon Com Inc

Consumer Cyclical
32.6K
+ 58.9%
$161.02 - $200.0 $5.25M - $6.52M
88K $16.4M
NVDA
Nvidia Corp

Technology
48.3K
+ 56.85%
$98.91 - $134.91 $4.78M - $6.52M
133K $16.2M
AVDV
American Centy ETF Tr Avantis

ETFs
43.1K
+ 16.53%
$62.52 - $71.12 $2.7M - $3.07M
304K $21.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
45.9K
+ 12.27%
$56.47 - $63.69 $2.59M - $2.92M
420K $26.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
114K
+ 9.48%
$24.86 - $26.33 $2.84M - $3.01M
1.32M $34.5M
VUG
Vanguard Growth ETF

ETFs
9.22K
+ 15.27%
$341.08 - $391.94 $3.14M - $3.61M
69.6K $26.7M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
83.2K
+ 14.54%
$32.7 - $36.14 $2.72M - $3.01M
656K $23.5M
META
Meta Platforms, Inc.

Communication Services
5.11K
+ 35.78%
$453.41 - $572.44 $2.32M - $2.93M
19.4K $11.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.9K
+ 13.78%
$173.36 - $189.8 $2.24M - $2.45M
107K $20.3M
MA
Mastercard Inc

Financial Services
5.92K
+ 41.04%
$429.6 - $500.99 $2.54M - $2.96M
20.3K $10M
UBER
Uber Technologies, Inc

Technology
45.2K
+ 78.16%
$58.48 - $77.47 $2.64M - $3.5M
103K $7.74M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
97.4K
+ 17.63%
$25.21 - $28.46 $2.46M - $2.77M
650K $18.3M
DGRO
Ishares Core Dividend Growth E

ETFs
48.5K
+ 79.65%
$57.47 - $62.76 $2.79M - $3.04M
109K $6.86M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
61.8K
+ 19.79%
$37.98 - $41.19 $2.35M - $2.55M
374K $15.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.93K
+ 3.94%
$162.83 - $179.16 $965K - $1.06M
156K $28M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
55K
+ 17.75%
$48.06 - $49.39 $2.64M - $2.71M
365K $18M
FLRN
Spdr Bloomberg Investment Grad

ETFs
92.5K
+ 18.66%
$30.55 - $30.85 $2.83M - $2.86M
588K $18.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 5.16%
$77.02 - $85.06 $853K - $943K
226K $19.1M
MRK
Merck & Co., Inc.

Healthcare
25.4K
+ 46.01%
$111.15 - $128.97 $2.82M - $3.27M
80.5K $9.14M
C
Citigroup Inc

Financial Services
36.6K
+ 98.85%
$56.11 - $67.61 $2.05M - $2.47M
73.6K $4.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.7K
+ 106.19%
$71.45 - $75.64 $2.05M - $2.17M
55.7K $4.19M
XT
Ishares Tr Exponential Technol

ETFs
29.1K
+ 18.85%
$54.51 - $61.59 $1.58M - $1.79M
183K $11.2M
DFIP
Dimensional ETF Tr Inflation P

ETFs
41.3K
+ 24.08%
$40.69 - $42.46 $1.68M - $1.75M
213K $9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
636
+ 2.01%
$405.19 - $478.57 $258K - $304K
32.2K $14.8M
AXP
American Express CO

Financial Services
1.94K
+ 5.91%
$225.92 - $271.17 $438K - $525K
34.7K $9.42M
IVV
Ishares Core S&P 500 ETF

ETFs
1.25K
+ 3.8%
$520.18 - $576.82 $652K - $723K
34.2K $19.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.1K
+ 4.73%
$54.98 - $59.51 $775K - $839K
312K $18.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.15K
+ 9.46%
$194.9 - $224.8 $810K - $934K
48K $10.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.75K
+ 6.94%
$57.32 - $62.65 $559K - $611K
150K $9.36M
CRM
Salesforce, Inc.

Technology
2.24K
+ 8.16%
$238.42 - $276.53 $533K - $618K
29.6K $8.11M
FSMD
Fidelity Covington Tr Small Mi

ETFs
9.21K
+ 5.58%
$37.22 - $41.47 $343K - $382K
174K $7.22M
AMD
Advanced Micro Devices Inc

Technology
5.48K
+ 18.45%
$128.67 - $183.96 $706K - $1.01M
35.2K $5.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
135
+ 8.86%
$3305.62 - $4268.05 $446K - $576K
1.66K $6.99M
NEE
Nextera Energy Inc

Utilities
1.43K
+ 2.43%
$69.9 - $84.97 $100K - $122K
60.6K $5.12M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.5K
+ 0.8%
$50.64 - $55.7 $76.2K - $83.8K
190K $10.6M
RTX
Raytheon Technologies Corp

Industrials
307
+ 0.79%
$99.55 - $123.34 $30.6K - $37.9K
38.9K $4.72M
VEA
Vanguard Ftse Developed Market

ETFs
6.54K
+ 4.53%
$47.6 - $53.31 $311K - $349K
151K $7.97M
JNJ
Johnson & Johnson

Healthcare
2.02K
+ 6.86%
$145.48 - $167.38 $294K - $339K
31.5K $5.1M
IEFA
Ishares Tr

ETFs
3.12K
+ 3.38%
$70.09 - $78.74 $218K - $245K
95.2K $7.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
412
+ 5.63%
$531.86 - $624.21 $219K - $257K
7.74K $4.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.55K
+ 23.78%
$105.53 - $118.34 $480K - $538K
23.7K $2.77M
Activity Summary
Buys All Purchases 187 New Holdings 39 Increased Positions 148 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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