Kathleen S. Wright Associates Inc. Incresed Positions in Q3 2025

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.01K
+ 4.44%
$567.77 - $614.76 $1.14M - $1.24M
47.3K $29M
VUG
Vanguard Growth ETF

ETFs
318
+ 1.36%
$433.97 - $484.08 $138K - $154K
23.6K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
760
+ 3.56%
$303.93 - $329.86 $231K - $251K
22.1K $7.26M
GOOGL
Alphabet Inc.

Communication Services
190
+ 1.82%
$174.36 - $254.72 $33.1K - $48.4K
10.6K $2.59M
VO
Vanguard Mid Cap ETF

ETFs
999
+ 3.25%
$279.83 - $293.74 $280K - $293K
31.7K $9.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.43K
+ 3.56%
$21.69 - $23.34 $204K - $220K
274K $6.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.4K
+ 125.08%
$36.04 - $38.78 $448K - $482K
22.4K $863K
JNJ
Johnson & Johnson

Healthcare
1.2K
+ 16.0%
$155.17 - $185.42 $186K - $223K
8.7K $1.61M
VB
Vanguard Small Cap ETF

ETFs
634
+ 4.35%
$237.58 - $259.17 $151K - $164K
15.2K $3.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
985
+ 0.78%
$42.28 - $45.71 $41.6K - $45K
127K $5.78M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.44K
+ 14.6%
$68.24 - $73.73 $235K - $254K
27K $1.98M
SCHR
Schwab Intermediate Term Us Tr

ETFs
11K
+ 10.99%
$24.69 - $25.26 $271K - $277K
111K $2.78M
VBR
Vanguard Small Cap Value ETF

ETFs
206
+ 1.17%
$195.41 - $212.37 $40.3K - $43.7K
17.9K $3.73M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.36K
+ 2.63%
$42.67 - $46.91 $57.9K - $63.7K
53K $2.48M
DFAX
Dimensional ETF Tr
4.43K
+ 9.93%
$29.25 - $31.56 $130K - $140K
49.1K $1.54M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.56K
+ 12.42%
$28.77 - $29.79 $160K - $166K
50.3K $1.49M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
39
+ 0.06%
$29.55 - $32.52 $1.15K - $1.27K
64.4K $2.07M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
73
+ 0.25%
$74.73 - $80.82 $5.46K - $5.9K
29.3K $2.33M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.21K
+ 10.89%
$45.72 - $47.27 $101K - $105K
22.5K $1.06M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.18K
+ 4.41%
$29.2 - $32.74 $34.4K - $38.6K
27.9K $888K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
83
+ 0.78%
$132.9 - $142.03 $11K - $11.8K
10.7K $1.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
58
+ 0.09%
$92.18 - $95.14 $5.35K - $5.52K
64K $6.08M
DINT
Davis Fundamental ETF Tr

ETFs
952
+ 3.42%
$25.3 - $28.09 $24.1K - $26.7K
28.8K $804K
DEO
Diageo PLC

Consumer Defensive
885
+ 105.36%
$93.64 - $115.33 $82.9K - $102K
1.73K $164K
BND
Vanguard Bd Index Fd Inc Total

ETFs
557
+ 2.05%
$72.57 - $74.72 $40.4K - $41.6K
27.7K $2.06M
HTRB
Hartford Fds Total Return Bd E

ETFs
319
+ 0.31%
$33.47 - $34.58 $10.7K - $11K
103K $3.52M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.02K
+ 86.38%
$22.9 - $24.1 $46.2K - $48.6K
4.35K $103K
HEFA
Ishares Currency Hedged Msci E

ETFs
29
+ 0.11%
$37.2 - $39.61 $1.08K - $1.15K
26.9K $1.06M
MSFT
Microsoft Corp

Technology
12
+ 0.63%
$491.09 - $535.64 $5.89K - $6.43K
1.92K $991K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
907
+ 1.15%
$86.07 - $90.74 $78.1K - $82.3K
79.9K $7.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.03%
$49.43 - $54.52 $98.9 - $109
7.37K $399K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
500
+ 8.2%
$47.11 - $48.77 $23.6K - $24.4K
6.6K $319K
XLF
Financial Sector Spdr

ETFs
4
+ 0.03%
$51.37 - $54.25 $205 - $217
14.8K $798K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.11%
$285.05 - $309.14 $285 - $309
922 $283K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
8
+ 0.24%
$105.03 - $112.54 $840 - $900
3.33K $367K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
44
+ 0.37%
$20.98 - $22.74 $923 - $1K
12.1K $271K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
295
+ 5.54%
$42.75 - $43.37 $12.6K - $12.8K
5.62K $243K
VIG
Vanguard Dividend Appreciation

ETFs
73
+ 2.04%
N/A
3.66K $665K
AMAT
Applied Materials Inc

Technology
1
+ 0.18%
$156.25 - $204.95 $156 - $205
555 $113K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
50
+ 1.25%
$117.65 - $120.08 $5.88K - $6K
4.05K $484K
AMD
Advanced Micro Devices Inc

Technology
10
+ 4.9%
$134.8 - $184.42 $1.35K - $1.84K
214 $34K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29
+ 1.57%
$97.75 - $100.75 $2.83K - $2.92K
1.88K $188K
HST
Host Hotels & Resorts, Inc.

Real Estate
7
+ 1.2%
$15.27 - $17.68 $107 - $124
588 $10K
SUB
Ishares Short Term National Mu

ETFs
1
+ 0.03%
$106.17 - $107.3 $106 - $107
3.29K $351K
Rbb Fund Trust
440
+ 44.0%
N/A
1.44K $0
Dimensional ETF Trust
788
+ 5.07%
N/A
16.3K $0
Vanguard Wellington Fd
260
+ 1.74%
N/A
15.2K $0
ROSC
Hartford Multifactor Small Cap
15
+ 0.31%
N/A
4.84K $0
2023 ETF Series Trust Ii
1.79K
+ 87.86%
N/A
3.82K $0
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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