Grey Fox Wealth Advisors, LLC Reduced Holdings in Q4 2024

Grey Fox Wealth Advisors, LLC

  • $365 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Jp Morgan Smart Retirement Blend 2040 R6
-13.6K
- 11.06%
N/A
109K $3.41B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.79K
- 1.54%
$77.86 - $79.27 $218K - $221K
179K $14B
Vanguard Target Retirement Income Fund
-21.2K
- 16.95%
N/A
104K $1.36B
Jp Morgan Smart Retirement Blend 2045 R6
-4.04K
- 2.8%
N/A
140K $4.61B
JNJ
Johnson & Johnson

Healthcare
-165
- 1.54%
$143.34 - $165.86 $23.7K - $27.4K
10.6K $1.53B
VEU
Vanguard Ftse All World Ex Us

ETFs
-67
- 0.41%
$57.29 - $63.1 $3.84K - $4.23K
16.1K $925M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-664
- 6.52%
$91.94 - $100.02 $61K - $66.4K
9.52K $881M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5
- 0.02%
$71.75 - $75.11 $359 - $376
25K $1.8B
IYR
Ishares Tr

ETFs
-205
- 3.13%
$90.74 - $102.87 $18.6K - $21.1K
6.36K $591M
Jp Morgan Smart Retirement Blend 2060 R6
-2.2K
- 13.35%
N/A
14.2K $365M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-603
- 1.65%
$47.26 - $48.18 $28.5K - $29.1K
36K $1.71B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-511
- 4.48%
$69.58 - $74.87 $35.6K - $38.3K
10.9K $763M
Vanguard Target Retirement 2030 Fund
-411
- 2.3%
N/A
17.5K $662M
TIP
Ishares Tr Tips Bd ETF

ETFs
-14
- 0.12%
$106.33 - $110.69 $1.49K - $1.55K
11.5K $1.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-177
- 8.63%
$481.22 - $538.17 $85.2K - $95.3K
1.87K $958M
Jp Morgan Smart Retirement Blend 2025 R6
-114
- 0.38%
N/A
29.6K $679M
HYG
Ishares Tr

ETFs
-49
- 0.26%
$78.09 - $80.04 $3.83K - $3.92K
19.1K $1.5B
PEP
Pepsico Inc

Consumer Defensive
-37
- 2.17%
$151.29 - $176.1 $5.6K - $6.52K
1.67K $256M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-128
- 3.2%
$58.88 - $64.8 $7.54K - $8.29K
3.87K $228M
Mo A Clear Passage 2050 Fund
-595
- 4.62%
N/A
12.3K $225M
CHKP
Check Point Software Technologies LTD

Technology
-69
- 4.36%
$170.18 - $209.01 $11.7K - $14.4K
1.51K $282M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-147
- 0.96%
$51.54 - $52.55 $7.58K - $7.72K
15.1K $781M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-297
- 1.97%
$84.34 - $95.14 $25K - $28.3K
14.8K $1.29B
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 4.29%
$570.51 - $610.59 $25.1K - $26.9K
982 $578M
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 2.98%
$567.81 - $607.81 $32.9K - $35.3K
1.89K $1.11B
CVX
Chevron Corp

Energy
-23
- 1.0%
$141.15 - $162.53 $3.25K - $3.74K
2.27K $328M
Vanguard S&P 500 ETF Shs
-23
- 5.26%
N/A
414 $223M
VTI
Vanguard Total Stock Market Et

ETFs
-59
- 3.29%
$280.04 - $302.45 $16.5K - $17.8K
1.73K $502M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-40
- 0.81%
$40.38 - $44.35 $1.62K - $1.77K
4.9K $200M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-150
- 1.4%
$278.19 - $315.36 $41.7K - $47.3K
10.6K $3.05B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-523
- 11.74%
$172.07 - $207.36 $90K - $108K
3.93K $779M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4
- 0.17%
$94.43 - $105.47 $378 - $422
2.38K $242M
VONG
Vanguard Russell 1000 Growth E

ETFs
-849
- 5.25%
$95.27 - $107.82 $80.9K - $91.5K
15.3K $1.58B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-48
- 0.63%
$129.96 - $144.97 $6.24K - $6.96K
7.57K $1.06B
GOOG
Alphabet Inc.

Communication Services
-3
- 0.09%
$163.08 - $198.16 $489 - $594
3.38K $644M
GOOGL
Alphabet Inc.

Communication Services
-241
- 2.16%
$161.86 - $196.66 $39K - $47.4K
10.9K $2.07B
AAPL
Apple Inc.

Technology
-166
- 0.59%
$221.69 - $259.02 $36.8K - $43K
27.9K $6.99B
Activity Summary
Buys All Purchases 80 New Holdings 7 Increased Positions 73 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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