M Wealth Management, LLC New Holdings in Q4 2024

M Wealth Management, LLC

  • $110 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
657K
New
$39.27 - $42.38 $25.8M - $27.8M
657K $26.6B
PULS
Pgim ETF Tr

ETFs
298K
New
$49.51 - $49.79 $14.7M - $14.8M
298K $14.8B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
281K
New
$39.3 - $41.34 $11M - $11.6M
281K $11.1B
USFR
Wisdomtree Floating Rate Treas

ETFs
157K
New
$50.23 - $50.46 $7.89M - $7.93M
157K $7.91B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
118K
New
$58.88 - $64.8 $6.97M - $7.67M
118K $6.97B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
149K
New
$33.92 - $36.6 $5.05M - $5.45M
149K $5.15B
SCHP
Schwab Strategic Us Tips ETF

ETFs
198K
New
$25.74 - $53.78 $5.09M - $10.6M
198K $5.1B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
259K
New
$12.74 - $14.23 $3.3M - $3.69M
259K $3.37B
DFAS
Dimensional ETF Tr U S Small C

ETFs
50.5K
New
$63.58 - $71.15 $3.21M - $3.6M
50.5K $3.29B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
58.9K
New
$50.62 - $50.97 $2.98M - $3M
58.9K $2.99B
American Centy ETF Tr
31.4K
New
N/A
31.4K $1.91B
DFAE
Dimensional ETF Tr

ETFs
61.9K
New
$25.36 - $28.15 $1.57M - $1.74M
61.9K $1.57B
AVUS
American Centy ETF Tr Avantis

ETFs
16.1K
New
$94.36 - $102.06 $1.51M - $1.64M
16.1K $1.56B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29.9K
New
$40.38 - $44.35 $1.21M - $1.32M
29.9K $1.22B
REZ
Ishares Tr Residential And Mul

ETFs
14.1K
New
$79.04 - $89.77 $1.11M - $1.26M
14.1K $1.14B
Tidal Tr Ii
39.7K
New
N/A
39.7K $950M
DFAX
Dimensional ETF Tr
38K
New
$24.76 - $27.04 $941K - $1.03M
38K $944M
GLD
Spdr Gold Trust

ETFs
3.02K
New
$236.59 - $257.5 $714K - $777K
3.02K $731M
VDC
Vanguard Consumer Staples ETF

ETFs
3.45K
New
$210.96 - $223.62 $727K - $771K
3.45K $729M
AVUV
American Centy ETF Tr Avantis

ETFs
7.13K
New
$94.37 - $106.41 $673K - $759K
7.13K $688M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
31.5K
New
$20.55 - $23.26 $647K - $732K
31.5K $663M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.24K
New
$481.22 - $538.17 $599K - $669K
1.24K $636M
VUG
Vanguard Growth ETF

ETFs
1.45K
New
$378.79 - $428.11 $550K - $621K
1.45K $596M
HEFA
Ishares Currency Hedged Msci E

ETFs
15.8K
New
$34.42 - $35.88 $545K - $568K
15.8K $551M
CGMU
Capital Group Core Plus Income
18.3K
New
N/A
18.3K $494M
INDA
Ishares Msci India Index Fund

ETFs
9.2K
New
$52.64 - $58.16 $484K - $535K
9.2K $484M
AVDV
American Centy ETF Tr Avantis

ETFs
7.3K
New
$63.85 - $70.4 $466K - $514K
7.3K $475M
JBBB
Janus Detroit Str Tr Henderson

ETFs
8.03K
New
$48.59 - $49.45 $390K - $397K
8.03K $395M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.71K
New
$50.67 - $50.9 $391K - $392K
7.71K $391M
VT
Vanguard Total World Stk Index

ETFs
3.17K
New
$117.09 - $123.07 $372K - $391K
3.17K $373M
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
New
$280.04 - $302.45 $346K - $374K
1.24K $358M
TSLA
Tesla, Inc.

Consumer Cyclical
880
New
$213.65 - $479.86 $188K - $422K
880 $355M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
9.21K
New
$36.06 - $40.96 $332K - $377K
9.21K $342M
ACWF
Ishares Msci Global Multifacto

ETFs
7.7K
New
N/A
7.7K $334M
OUNZ
Van Eck Merk Gold Trust

ETFs
13.2K
New
$24.72 - $26.9 $325K - $354K
13.2K $333M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.11K
New
$75.1 - $82.99 $309K - $341K
4.11K $311M
Pimco ETF Tr
11.7K
New
N/A
11.7K $296M
EWJV
Ishares Tr Msci Japan Value Et
8.72K
New
N/A
8.72K $273M
VO
Vanguard Mid Cap ETF

ETFs
984
New
$261.5 - $284.63 $257K - $280K
984 $260M
SPY
Spdr S&P 500 ETF Trust

ETFs
437
New
$567.81 - $607.81 $248K - $266K
437 $256M
SBUX
Starbucks Corp

Consumer Cyclical
2.4K
New
$87.44 - $102.5 $210K - $246K
2.4K $219M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.2K
New
$67.29 - $73.38 $215K - $235K
3.2K $217M
AVDE
American Centy ETF Tr Avantis

ETFs
3.4K
New
$60.9 - $66.69 $207K - $227K
3.4K $209M
Activity Summary
Buys All Purchases 44 New Holdings 44 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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