Quantum Financial Planning Services, Inc. Purchases in Q3 2025

Quantum Financial Planning Services, Inc.

  • $247 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
554K
New
$30.76 - $33.01 $17.1M - $18.3M
554K $18.2B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
50K
+ 6.81%
$78.96 - $80.04 $3.95M - $4M
784K $62.7B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.2K
+ 3.48%
$72.65 - $78.68 $1.17M - $1.27M
481K $37.7B
Capital Group Core Balanced
39.3K
+ 16.53%
N/A
277K $9.62B
CGDV
Capital Group Divid Value ETF

ETFs
14.1K
+ 12.35%
$39.59 - $42.21 $558K - $595K
128K $5.39B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.47K
+ 13.87%
$53.36 - $59.69 $505K - $565K
77.7K $4.52B
AMZN
Amazon Com Inc

Consumer Cyclical
2.91K
+ 56.83%
$211.65 - $238.24 $616K - $694K
8.03K $1.76B
AAPL
Apple Inc.

Technology
972
+ 14.16%
$202.38 - $256.87 $197K - $250K
7.84K $2B
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 38.85%
$174.36 - $254.72 $202K - $295K
4.14K $1.01B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.45K
New
$69.02 - $73.57 $376K - $401K
5.45K $401M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.32K
New
$39.8 - $42.86 $331K - $357K
8.32K $356M
MSFT
Microsoft Corp

Technology
383
+ 12.1%
$491.09 - $535.64 $188K - $205K
3.55K $1.84B
Ishares Ethereum Tr
7.75K
New
N/A
7.75K $244M
GOOG
Alphabet Inc.

Communication Services
341
+ 15.51%
$175.16 - $255.24 $59.7K - $87K
2.54K $618M
TSLA
Tesla, Inc.

Consumer Cyclical
451
New
$293.94 - $444.72 $133K - $201K
451 $201M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
151
+ 22.81%
$567.77 - $614.76 $85.7K - $92.8K
813 $498M
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 5.31%
$357.4 - $423.42 $20.7K - $24.6K
1.15K $467M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$546.99 - $602.2 $547 - $602
1.22K $734M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
13
+ 0.23%
$109.47 - $119.06 $1.42K - $1.55K
5.56K $659M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
44
+ 1.32%
$92.97 - $100.18 $4.09K - $4.41K
3.37K $335M
XOM
Exxon Mobil Corp

Energy
8
+ 0.21%
$105.83 - $117.22 $847 - $938
3.9K $439M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.29%
$23.82 - $25.84 $691 - $749
10.2K $262M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
163
+ 1.77%
$48.5 - $50.19 $7.91K - $8.18K
9.36K $469M
VTV
Vanguard Value ETF

ETFs
5
+ 0.38%
$175.51 - $186.57 $878 - $933
1.31K $245M
META
Meta Platforms, Inc.

Communication Services
16
+ 5.14%
$695.21 - $791.73 $11.1K - $12.7K
327 $240M
HON
Honeywell International Inc

Industrials
99
+ 7.11%
$207.7 - $240.4 $20.6K - $23.8K
1.49K $314M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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