Red Tortoise LLC Incresed Positions in Q3 2024

Red Tortoise LLC

  • $199 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.6K
+ 5.34%
$36.98 - $41.55 $1.06M - $1.19M
563K $23.2M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.3K
+ 6.66%
$56.52 - $63.23 $581K - $650K
165K $10.1M
FNDF
Schwab Fundamental Intl Large

ETFs
6.97K
+ 1.78%
$33.67 - $37.71 $235K - $263K
399K $14.9M
VTV
Vanguard Value ETF

ETFs
860
+ 2.67%
$159.75 - $174.57 $137K - $150K
33K $5.77M
IEFA
Ishares Tr

ETFs
1.26K
+ 1.35%
$70.09 - $78.74 $88.5K - $99.4K
94.8K $7.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.27K
+ 1.99%
$61.11 - $67.85 $139K - $154K
116K $7.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
139
+ 0.47%
$173.36 - $189.8 $24.1K - $26.4K
29.4K $5.59M
DGRO
Ishares Core Dividend Growth E

ETFs
471
+ 0.65%
$57.47 - $62.76 $27.1K - $29.6K
73.4K $4.6M
FNDX
Schwab Fundamental U S Large C

ETFs
660
+ 0.9%
$65.36 - $71.76 $43.1K - $47.4K
74K $5.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
102
+ 0.26%
$162.64 - $179.3 $16.6K - $18.3K
39.6K $7.09M
SCHO
Schwab Short Term Us Treasury

ETFs
4.38K
+ 4.99%
$47.93 - $49.06 $210K - $215K
92.3K $4.52M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.01K
+ 5.22%
$59.93 - $66.52 $120K - $134K
40.5K $2.69M
IWM
Ishares Russell 2000 ETF

ETFs
287
+ 3.78%
$200.87 - $224.6 $57.6K - $64.5K
7.89K $1.74M
VBR
Vanguard Small Cap Value ETF

ETFs
276
+ 3.83%
$179.99 - $201.6 $49.7K - $55.6K
7.48K $1.5M
QDEF
Flexshares Quality Div Defensi

ETFs
129
+ 0.46%
$65.13 - $71.51 $8.4K - $9.22K
28K $2M
SPTL
Spdr Portfolio Long Term Treas

ETFs
339
+ 0.38%
$26.69 - $29.87 $9.05K - $10.1K
88.8K $2.58M
FNDE
Schwab Fundamental Emerging Mk

ETFs
401
+ 0.69%
$28.02 - $32.68 $11.2K - $13.1K
58.8K $1.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
28
+ 0.32%
$283.28 - $314.39 $7.93K - $8.8K
8.65K $2.72M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
166
+ 0.43%
$46.96 - $52.62 $7.8K - $8.73K
38.8K $2.02M
SCHP
Schwab Strategic Us Tips ETF

ETFs
563
+ 0.93%
$51.58 - $53.79 $29K - $30.3K
61.3K $3.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
129
+ 7.26%
$517.38 - $573.86 $66.7K - $74K
1.91K $1.09M
QDF
Flexshares Quality Dividend In

ETFs
88
+ 0.49%
$65.37 - $71.71 $5.75K - $6.31K
18.2K $1.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
57
+ 0.27%
$46.9 - $51.96 $2.67K - $2.96K
20.9K $1.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.42K
+ 13.34%
$49.93 - $51.15 $70.9K - $72.6K
12.1K $616K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.78K
+ 92.82%
$23.66 - $26.53 $65.8K - $73.8K
5.78K $151K
FNDB
Schwab Fundamental U S Broad M

ETFs
114
+ 0.75%
$64.17 - $70.37 $7.32K - $8.02K
15.4K $1.08M
XAR
Spdr S&P Aerospace & Defense E

ETFs
6
+ 0.13%
$139.03 - $157.34 $834 - $944
4.57K $718K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.08%
$56.04 - $62.2 $1.01K - $1.12K
23.1K $1.43M
SUB
Ishares Short Term National Mu

ETFs
636
+ 12.43%
$104.3 - $106.3 $66.3K - $67.6K
5.75K $610K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
226
+ 0.69%
$45.2 - $47.87 $10.2K - $10.8K
32.8K $1.56M
IQDF
Flexshares International Quali

ETFs
374
+ 0.85%
$23.76 - $26.57 $8.89K - $9.94K
44.3K $1.17M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
88
+ 0.39%
$49.82 - $55.29 $4.38K - $4.87K
22.4K $1.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
60
+ 0.39%
$56.47 - $63.69 $3.39K - $3.82K
15.3K $965K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
125
+ 0.92%
$96.25 - $101.98 $12K - $12.7K
13.6K $1.38M
DVY
Ishares Tr

ETFs
4
+ 0.11%
$119.99 - $135.74 $480 - $543
3.63K $489K
VGSH
Vanguard

ETFs
171
+ 0.8%
$57.74 - $59.13 $9.87K - $10.1K
21.5K $1.27M
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 0.23%
$81.17 - $90.77 $649 - $726
3.46K $309K
VONE
Vanguard Russell 1000 ETF

ETFs
3
+ 0.22%
$234.0 - $260.07 $702 - $780
1.37K $354K
FNDA
Schwab Fundamental U S Small C

ETFs
23
+ 0.69%
$54.26 - $60.01 $1.25K - $1.38K
3.36K $199K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.49%
$150.05 - $171.34 $750 - $857
1.03K $171K
IBM
International Business Machines Corp

Technology
1
+ 0.5%
$175.1 - $223.38 $175 - $223
203 $44K
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 40.15%
$101.25 - $127.45 $5.57K - $7.01K
192 $23K
GD
General Dynamics Corp

Industrials
29
+ 85.29%
$279.51 - $308.09 $8.11K - $8.93K
63 $19K
MPC
Marathon Petroleum Corp

Energy
69
+ 38.33%
$158.61 - $180.75 $10.9K - $12.5K
249 $40K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
400
+ 1.42%
$20.27 - $20.27 $8.11K - $8.11K
28.5K $578K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.41%
$233.44 - $279.45 $233 - $279
242 $66K
AVGO
Broadcom Inc.

Technology
688
+ 905.26%
$136.27 - $1745.86 $93.8K - $1.2M
764 $131K
TIP
Ishares Tr Tips Bd ETF

ETFs
9
+ 0.5%
$105.92 - $110.83 $953 - $997
1.79K $198K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13
+ 1.22%
$77.02 - $85.06 $1K - $1.11K
1.08K $91K
Activity Summary
Buys All Purchases 92 New Holdings 7 Increased Positions 85 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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