Plancorp, LLC Purchases in Q2 2025

Plancorp, LLC

  • $2.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
217K
+ 36.5%
$243.75 - $303.93 $52.9M - $66M
812K $247M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.16M
+ 255.71%
$24.94 - $31.15 $29M - $36.3M
1.62M $50.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
174K
+ 1.64%
$29.12 - $35.84 $5.06M - $6.22M
10.7M $385M
DFIV
Dimensional ETF Tr

ETFs
294K
+ 10.1%
$34.67 - $43.21 $10.2M - $12.7M
3.21M $137M
AVUV
American Centy ETF Tr Avantis

ETFs
197K
+ 21.05%
$75.17 - $91.21 $14.8M - $18M
1.13M $103M
LRGF
Ishares Tr

ETFs
149K
+ 9.35%
$51.37 - $64.13 $7.66M - $9.56M
1.74M $112M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
388K
+ 283.27%
$23.4 - $29.68 $9.07M - $11.5M
524K $15.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.82K
+ 6.12%
$456.74 - $568.03 $1.74M - $2.17M
66.2K $37.6M
DFAI
Dimensional ETF Tr

ETFs
101K
+ 20.37%
$28.02 - $34.71 $2.84M - $3.51M
598K $20.7M
MSFT
Microsoft Corp

Technology
1.11K
+ 3.01%
$354.56 - $497.45 $394K - $553K
38.1K $18.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
101K
+ 158.62%
$46.77 - $47.89 $4.71M - $4.82M
164K $7.79M
AVUS
American Centy ETF Tr Avantis

ETFs
1.71K
+ 0.32%
$81.38 - $100.82 $139K - $172K
530K $53.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
154K
+ 323.09%
$20.42 - $25.3 $3.15M - $3.9M
202K $5.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.4K
+ 14.45%
$108.12 - $135.04 $1.78M - $2.22M
130K $17.6M
DFAU
Dimensional ETF Tr

ETFs
606
+ 0.08%
$34.04 - $42.36 $20.6K - $25.7K
796K $33.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28.6K
+ 120.09%
$100.35 - $100.71 $2.87M - $2.88M
52.5K $5.28M
IEFA
Ishares Tr

ETFs
22.9K
+ 22.51%
$67.83 - $84.09 $1.56M - $1.93M
125K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
4.54K
+ 11.83%
$167.32 - $223.3 $759K - $1.01M
42.9K $9.41M
META
Meta Platforms, Inc.

Communication Services
119
+ 1.15%
$484.66 - $738.09 $57.7K - $87.8K
10.5K $7.74M
CDE
Coeur Mining, Inc.

Basic Materials
67.9K
+ 22.56%
$4.81 - $9.46 $326K - $642K
369K $3.27M
AVGO
Broadcom Inc.

Technology
1.08K
+ 10.03%
$146.29 - $275.65 $158K - $298K
11.9K $3.27M
VXF
Vanguard Extended Market ETF

ETFs
2.73K
+ 6.88%
$150.43 - $192.71 $411K - $527K
42.5K $8.19M
GOOGL
Alphabet Inc.

Communication Services
3.88K
+ 14.09%
$144.7 - $178.6 $562K - $693K
31.4K $5.54M
ORCL
Oracle Corp

Technology
1.05K
+ 9.9%
$122.82 - $218.63 $129K - $230K
11.7K $2.55M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.78K
+ 4.13%
$99.48 - $124.46 $277K - $346K
70.1K $8.34M
WMT
Walmart Inc.

Consumer Defensive
3.77K
+ 6.24%
$81.79 - $99.98 $308K - $376K
64.1K $6.27M
VUG
Vanguard Growth ETF

ETFs
610
+ 7.41%
$329.49 - $438.4 $201K - $267K
8.85K $3.88M
GE
General Electric CO

Industrials
195
+ 1.65%
$166.81 - $257.39 $32.5K - $50.2K
12K $3.1M
IBRX
Immunity Bio, Inc.

Healthcare
271K
New
$1.89 - $3.44 $513K - $934K
271K $716K
VT
Vanguard Total World Stk Index

ETFs
5.34K
New
$103.16 - $128.52 $551K - $686K
5.34K $685K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.35K
+ 6.11%
$70.56 - $92.75 $165K - $217K
40.7K $3.66M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.3K
New
$41.45 - $54.46 $509K - $669K
12.3K $639K
BAC
Bank Of America Corp

Financial Services
246
+ 0.24%
$34.39 - $47.46 $8.46K - $11.7K
104K $4.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.8K
+ 84.4%
$23.55 - $27.67 $443K - $521K
41.1K $1.14M
NVS
Novartis Ag

Healthcare
3.72K
+ 43.4%
$101.96 - $121.01 $379K - $450K
12.3K $1.49M
NFLX
Netflix Inc

Communication Services
8
+ 0.63%
$855.86 - $1339.13 $6.85K - $10.7K
1.28K $1.71M
AGI
Alamos Gold Inc

Basic Materials
18.7K
+ 30.33%
$23.81 - $30.33 $446K - $568K
80.5K $2.14M
VGT
Vanguard Information Technolog

ETFs
382
+ 20.45%
$470.37 - $663.28 $180K - $253K
2.25K $1.49M
GOOG
Alphabet Inc.

Communication Services
769
+ 5.0%
$146.58 - $180.01 $113K - $138K
16.2K $2.87M
IEMG
Ishares Inc

ETFs
8.03K
+ 14.04%
N/A
65.2K $3.5M
PLTR
Palantir Technologies Inc.

Technology
208
+ 2.68%
$74.01 - $144.25 $15.4K - $30K
7.96K $1.08M
COIN
Coinbase Global, Inc.

Technology
1.21K
New
$151.47 - $375.07 $184K - $455K
1.21K $425K
IBM
International Business Machines Corp

Technology
357
+ 5.15%
$221.03 - $294.78 $78.9K - $105K
7.28K $2.15M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.68K
+ 29.03%
$54.19 - $67.22 $253K - $314K
20.8K $1.4M
SAND
Sandstorm Gold LTD

Basic Materials
33.2K
+ 58.14%
$6.82 - $9.53 $227K - $317K
90.4K $849K
BKNG
Booking Holdings Inc.

Consumer Cyclical
50
+ 52.63%
$4164.15 - $5789.24 $208K - $289K
145 $839K
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 0.61%
$320.42 - $424.58 $12.2K - $16.1K
6.28K $2.65M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.05K
+ 42.99%
$104.34 - $138.68 $214K - $284K
6.81K $944K
SUB
Ishares Short Term National Mu

ETFs
3.53K
+ 26.68%
$104.77 - $106.34 $370K - $375K
16.7K $1.78M
Activity Summary
Buys All Purchases 216 New Holdings 31 Increased Positions 185 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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