Lauterbach Financial Advisors, LLC Purchases in Q1 2025

Lauterbach Financial Advisors, LLC

  • $153 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
6.13K
New
$101.13 - $119.79 $619K - $734K
6.13K $631K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.54K
New
$156.61 - $168.02 $554K - $595K
3.54K $568K
VIG
Vanguard Dividend Appreciation

ETFs
2.94K
New
N/A
2.94K $535K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
585
New
$507.05 - $563.67 $297K - $330K
585 $300K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.42K
+ 4.62%
$63.77 - $71.36 $90.2K - $101K
32K $2.21M
KO
Coca Cola CO

Consumer Defensive
2.98K
New
$60.81 - $72.32 $181K - $215K
2.98K $213K
AVDV
American Centy ETF Tr Avantis

ETFs
838
+ 2.97%
$63.74 - $71.96 $53.4K - $60.3K
29.1K $2.03M
VTI
Vanguard Total Stock Market Et

ETFs
710
+ 77.94%
$271.18 - $303.12 $193K - $215K
1.62K $445K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.06%
$225.19 - $279.95 $3.6K - $4.48K
28.6K $7.01M
DFAI
Dimensional ETF Tr

ETFs
1K
+ 1.97%
$28.88 - $32.4 $28.9K - $32.4K
51.8K $1.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.06%
$442.66 - $534.52 $443 - $535
1.6K $852K
GE
General Electric CO

Industrials
2
+ 0.08%
$168.59 - $212.13 $337 - $424
2.63K $526K
EFV
Msci Eafe Value ETF

ETFs
526
+ 7.36%
$51.88 - $60.73 $27.3K - $31.9K
7.67K $452K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$142.06 - $167.7 $142 - $168
3.18K $526K
PAYC
Paycom Software, Inc.

Technology
5
+ 0.16%
$199.42 - $225.82 $997 - $1.13K
3.04K $665K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.07%
$158.56 - $176.26 $1.11K - $1.23K
10.1K $1.72M
DUHP
Dimensional ETF Tr Dimensional

ETFs
759
+ 10.8%
$32.57 - $35.82 $24.7K - $27.2K
7.79K $257K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
334
+ 2.69%
$25.35 - $27.46 $8.47K - $9.17K
12.7K $336K
SCHO
Schwab Short Term Us Treasury

ETFs
54
+ 0.5%
$24.1 - $24.34 $1.3K - $1.31K
10.8K $263K
SHV
Ishares Tr

ETFs
13
+ 0.7%
$110.11 - $110.51 $1.43K - $1.44K
1.87K $206K
STRV
Ea Ser Tr Strive 500 ETF
705
+ 12.18%
N/A
6.49K $0
IP
International Paper CO

Consumer Cyclical
31
+ 0.72%
$49.38 - $60.09 $1.53K - $1.86K
4.31K $230K
Ea Series Trust
1.37K
+ 0.39%
N/A
347K $0
WMT
Walmart Inc.

Consumer Defensive
106
+ 1.83%
$84.5 - $105.05 $8.96K - $11.1K
5.89K $516K
AVUS
American Centy ETF Tr Avantis

ETFs
7
+ 0.23%
$90.7 - $101.57 $635 - $711
3.03K $279K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.11K
+ 6.1%
$27.56 - $32.1 $30.7K - $35.7K
19.4K $545K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.53%
$524.81 - $672.19 $3.67K - $4.71K
1.33K $726K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$307.43 - $357.48 $307 - $357
1.01K $311K
ITOT
Ishares Core S&P Total U.S. St

ETFs
499
+ 3.0%
$120.29 - $134.6 $60K - $67.2K
17.1K $2.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.04%
$58.81 - $68.2 $470 - $546
22.8K $1.36M
NVDA
Nvidia Corp

Technology
49
+ 0.24%
$106.98 - $149.43 $5.24K - $7.32K
20.9K $2.26M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.18K
+ 0.84%
$50.44 - $58.1 $160K - $185K
381K $19.6M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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