Great Waters Wealth Management Purchases in Q4 2024

Great Waters Wealth Management

  • $779 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
271K
+ 12.1%
$61.52 - $66.5 $16.7M - $18M
2.51M $160B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
401K
+ 19.27%
$41.17 - $43.34 $16.5M - $17.4M
2.48M $102B
DFAX
Dimensional ETF Tr
711K
+ 18.24%
$24.76 - $27.04 $17.6M - $19.2M
4.61M $115B
DFAS
Dimensional ETF Tr U S Small C

ETFs
120K
+ 15.5%
$63.58 - $71.15 $7.62M - $8.53M
893K $58.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
133K
+ 12.17%
$46.75 - $47.8 $6.2M - $6.34M
1.22M $57.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
89.7K
+ 14.71%
$54.54 - $61.04 $4.89M - $5.48M
700K $38.9B
MCK
Mckesson Corp

Healthcare
1.88K
+ 188.83%
$482.27 - $628.5 $905K - $1.18M
2.87K $1.64B
Dimensional ETF Trust
110K
+ 19.04%
N/A
685K $17.5B
TSLA
Tesla, Inc.

Consumer Cyclical
780
+ 22.03%
$213.65 - $479.86 $167K - $374K
4.32K $1.74B
AAPL
Apple Inc.

Technology
686
+ 1.87%
$221.69 - $259.02 $152K - $178K
37.3K $9.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
537
+ 60.34%
$567.81 - $607.81 $305K - $326K
1.43K $836M
AMD
Advanced Micro Devices Inc

Technology
2.33K
New
$118.88 - $172.8 $277K - $403K
2.33K $282M
ACVF
ETF Opportunities Tr American

ETFs
5.95K
New
$43.12 - $46.1 $256K - $274K
5.95K $260M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.99K
New
$47.5 - $47.86 $237K - $239K
4.99K $237M
CSCO
Cisco Systems, Inc.

Technology
3.85K
New
$52.45 - $60.02 $202K - $231K
3.85K $228M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
406
New
$521.84 - $558.82 $212K - $227K
406 $219M
IGM
Ishares Expanded Tech Sector E

ETFs
2.04K
New
$94.19 - $106.95 $192K - $218K
2.04K $208M
WFC
Wells Fargo & Company

Financial Services
86
+ 1.26%
$54.98 - $77.35 $4.73K - $6.65K
6.93K $486M
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.1K
+ 287.86%
$25.93 - $105.3 $1.2M - $4.86M
62.1K $1.73B
ITOT
Ishares Core S&P Total U.S. St

ETFs
424
+ 17.14%
$124.26 - $134.12 $52.7K - $56.9K
2.9K $373M
MSFT
Microsoft Corp

Technology
225
+ 4.39%
$406.35 - $454.46 $91.4K - $102K
5.35K $2.26B
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 2.34%
$570.51 - $610.59 $17.7K - $18.9K
1.36K $799M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16
+ 1.28%
$172.07 - $207.36 $2.75K - $3.32K
1.27K $250M
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 1.01%
$280.04 - $302.45 $7K - $7.56K
2.49K $722M
CNI
Canadian National Railway CO

Industrials
814
+ 20.9%
$100.62 - $117.12 $81.9K - $95.3K
4.71K $478M
META
Meta Platforms, Inc.

Communication Services
14
+ 2.39%
$554.08 - $632.68 $7.76K - $8.86K
600 $351M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.3%
$225.97 - $266.66 $904 - $1.07K
1.36K $327M
VEA
Vanguard Ftse Developed Market

ETFs
618
+ 15.14%
$47.57 - $52.44 $29.4K - $32.4K
4.7K $225M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
69.2K
+ 193.78%
$22.01 - $66.82 $1.52M - $4.63M
105K $2.38B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 2.17%
$442.29 - $483.08 $17.2K - $18.8K
1.84K $833M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
116
+ 2.65%
$77.86 - $79.27 $9.03K - $9.2K
4.49K $350M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.8K
+ 194.73%
$22.4 - $68.28 $130K - $396K
8.78K $204M
ABT
Abbott Laboratories

Healthcare
36
+ 0.86%
$111.93 - $119.39 $4.03K - $4.3K
4.22K $478M
TT
Trane Technologies PLC

Industrials
11
+ 1.91%
$369.35 - $419.14 $4.06K - $4.61K
586 $216M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
463
+ 5.16%
$26.63 - $30.23 $12.3K - $14K
9.44K $251M
OTTR
Otter Tail Corp

Utilities
4
+ 0.15%
$73.59 - $85.52 $294 - $342
2.74K $202M
ACWI
Ishares Msci Acwi ETF

ETFs
36
+ 0.3%
$117.05 - $123.03 $4.21K - $4.43K
12.2K $1.43B
SCHA
Schwab Strategic Tr Us Small C

ETFs
23.5K
+ 94.84%
$25.33 - $51.16 $595K - $1.2M
48.2K $1.25B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.9K
+ 191.38%
$27.54 - $83.04 $686K - $2.07M
37.9K $1.05B
TGT
Target Corp

Consumer Defensive
27
+ 1.6%
$121.59 - $160.69 $3.28K - $4.34K
1.71K $231M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
130
+ 0.34%
$63.23 - $66.65 $8.22K - $8.66K
38.6K $2.44B
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
25
+ 0.14%
$25.02 - $27.43 $626 - $686
17.6K $440M
DHR
Danaher Corp

Healthcare
28
+ 2.11%
$226.16 - $274.52 $6.33K - $7.69K
1.36K $312M
HWKN
Hawkins Inc

Basic Materials
21
+ 0.13%
$106.23 - $137.61 $2.23K - $2.89K
15.6K $1.91B
SCHO
Schwab Short Term Us Treasury

ETFs
26.3K
+ 91.43%
$24.06 - $48.88 $632K - $1.28M
55K $1.32B
GIS
General Mills Inc

Consumer Defensive
1
+ 0.01%
$62.78 - $74.62 $62.8 - $74.6
8.37K $534M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
35.3K
+ 106.71%
$18.41 - $40.87 $650K - $1.44M
68.4K $1.26B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58.2K
+ 197.23%
$26.93 - $84.95 $1.57M - $4.95M
87.7K $2.4B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.8K
+ 80.32%
$22.63 - $47.53 $448K - $940K
44.4K $1.01B
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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