Jim Saulnier & Associates, LLC Incresed Positions in Q4 2024

Jim Saulnier & Associates, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
24.5K
+ 44.44%
$76.61 - $79.88 $1.88M - $1.96M
79.7K $6.11B
VEA
Vanguard Ftse Developed Market

ETFs
33.1K
+ 34.6%
$47.57 - $52.44 $1.57M - $1.73M
129K $6.15B
ILCG
Ishares Morningstar Growth ETF
7.58K
+ 24.8%
N/A
38.2K $3.42B
AOR
Ishares Tr Core Growth Allocat

ETFs
19.4K
+ 10.44%
$57.32 - $59.66 $1.11M - $1.16M
205K $11.7B
ILCB
Ishares Morningstar U.S. Equit

ETFs
7.98K
+ 24.78%
$78.43 - $84.56 $626K - $675K
40.2K $3.26B
ILCV
Ishares Morningstar Value ETF

ETFs
8.05K
+ 25.47%
$80.23 - $85.43 $646K - $688K
39.7K $3.21B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.2K
+ 35.54%
$38.37 - $42.82 $736K - $822K
73.2K $2.81B
GVI
Ishares Tr

ETFs
5.75K
+ 20.64%
$103.89 - $107.05 $597K - $615K
33.6K $3.5B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24K
+ 60.81%
$22.1 - $22.59 $531K - $543K
63.6K $1.41B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20.9K
+ 41.67%
$21.81 - $22.48 $456K - $470K
71K $1.56B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5.98K
+ 28.7%
$73.19 - $81.02 $438K - $485K
26.8K $1.99B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.92K
+ 23.26%
$72.18 - $81.41 $283K - $319K
20.8K $1.57B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.9K
+ 26.37%
$75.22 - $82.17 $293K - $320K
18.7K $1.42B
VTI
Vanguard Total Stock Market Et

ETFs
576
+ 10.51%
$280.04 - $302.45 $161K - $174K
6.06K $1.76B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.37K
+ 16.26%
$77.02 - $78.58 $183K - $186K
16.9K $1.31B
ISCB
International Speedway Corp

ETFs
2.34K
+ 29.01%
$57.44 - $64.3 $134K - $150K
10.4K $610M
ISCV
Ishares Morningstar Small Cap

ETFs
2.12K
+ 26.21%
$62.21 - $69.5 $132K - $147K
10.2K $646M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.82K
+ 19.66%
N/A
17.2K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
1.6K
+ 36.21%
$87.85 - $98.6 $141K - $158K
6.02K $536M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.57K
+ 17.8%
$52.19 - $52.87 $81.7K - $82.8K
10.4K $542M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.66K
+ 31.66%
$42.41 - $47.31 $70.5K - $78.6K
6.91K $296M
ET
Energy Transfer LP

Energy
206
+ 1.81%
$16.05 - $19.86 $3.31K - $4.09K
11.6K $227M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.14K
+ 18.84%
$68.25 - $75.42 $77.7K - $85.8K
7.18K $491M
AAPL
Apple Inc.

Technology
20
+ 1.17%
$221.69 - $259.02 $4.43K - $5.18K
1.74K $435M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.18%
$205.18 - $250.29 $410 - $501
1.11K $266M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.12%
$94.43 - $105.47 $472 - $527
4.05K $411M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.06%
$570.51 - $610.59 $571 - $611
1.76K $1.03B
VGT
Vanguard Information Technolog

ETFs
12
+ 3.51%
$571.78 - $647.97 $6.86K - $7.78K
354 $220M
VB
Vanguard Small Cap ETF

ETFs
36
+ 2.39%
$233.76 - $261.58 $8.42K - $9.42K
1.54K $371M
Ishares Tr
334
+ 1.94%
N/A
17.6K $444M
RPV
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.55%
$87.41 - $97.21 $1.49K - $1.65K
3.08K $278M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
672
+ 1.64%
$22.72 - $23.0 $15.3K - $15.5K
41.7K $950M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18
+ 0.73%
$84.34 - $95.14 $1.52K - $1.71K
2.47K $215M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
153
+ 1.46%
$23.25 - $23.37 $3.56K - $3.58K
10.7K $249M
AVUV
American Centy ETF Tr Avantis

ETFs
10
+ 0.45%
$94.37 - $106.41 $944 - $1.06K
2.25K $217M
VGSH
Vanguard

ETFs
70
+ 1.41%
$58.02 - $58.88 $4.06K - $4.12K
5.05K $294M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.37%
$174.22 - $187.62 $871 - $938
1.34K $235M
Ishares Tr
140
+ 1.11%
N/A
12.8K $324M
Ishares Tr
176
+ 1.51%
N/A
11.9K $301M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.21%
$88.59 - $94.57 $443 - $473
2.43K $216M
AOM
Ishares Tr Core Moderate Alloc

ETFs
886
+ 3.21%
$43.44 - $45.05 $38.5K - $39.9K
28.5K $1.24B
Ishares Tr
182
+ 1.43%
N/A
12.9K $327M
MUB
Ishares National Muni Bond ETF

ETFs
30
+ 0.52%
$105.78 - $108.7 $3.17K - $3.26K
5.77K $615M
MSFT
Microsoft Corp

Technology
2
+ 0.16%
$406.35 - $454.46 $813 - $909
1.25K $528M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.39K
+ 104.44%
$18.41 - $40.87 $173K - $384K
18.4K $340M
Ishares Tr
456
+ 1.08%
N/A
42.5K $1.06B
Activity Summary
Buys All Purchases 61 New Holdings 14 Increased Positions 47 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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