Rf&L Wealth Management, LLC Incresed Positions in Q3 2025

Rf&L Wealth Management, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
2.01K
+ 107.56%
$915.95 - $994.57 $1.84M - $2M
3.87K $3.58B
DFAT
Dimensional ETF Tr U S Target

ETFs
681
+ 0.23%
$53.36 - $59.69 $36.3K - $40.6K
291K $16.9B
NVDA
Nvidia Corp

Technology
273
+ 1.09%
$153.3 - $186.58 $41.9K - $50.9K
25.3K $4.72B
DFIV
Dimensional ETF Tr

ETFs
5.2K
+ 4.24%
$42.66 - $46.53 $222K - $242K
128K $5.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.56K
+ 0.76%
$41.91 - $44.87 $65.4K - $70K
208K $9.28B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.44K
+ 1.57%
$63.41 - $69.69 $91.2K - $100K
93.2K $6.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
238
+ 2.86%
$567.77 - $614.76 $135K - $146K
8.56K $5.24B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 6.37%
$135.0 - $146.02 $213K - $230K
26.3K $3.83B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.21K
+ 5.16%
$78.11 - $79.07 $407K - $412K
106K $8.38B
IEMG
Ishares Inc

ETFs
1.75K
+ 3.52%
N/A
51.4K $3.39B
FNDC
Schwab Fundamental Intl Small

ETFs
255
+ 0.23%
$41.81 - $45.21 $10.7K - $11.5K
109K $4.87B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.53K
+ 5.27%
$74.68 - $80.26 $114K - $122K
30.5K $2.44B
MSFT
Microsoft Corp

Technology
45
+ 0.43%
$491.09 - $535.64 $22.1K - $24.1K
10.4K $5.38B
Ea Series Trust
7.95K
+ 33.69%
N/A
31.5K $714M
DISV
Dimensional ETF Tr Dimensional

ETFs
4.15K
+ 14.93%
$32.78 - $35.79 $136K - $149K
32K $1.14B
IWD
Ishares Russell 1000 Val ETF

ETFs
606
+ 7.07%
$192.76 - $203.86 $117K - $124K
9.18K $1.87B
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 4.13%
$293.94 - $444.72 $13.5K - $20.5K
1.16K $516M
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.18%
$94.4 - $104.27 $5.1K - $5.63K
29.5K $3.04B
FNDF
Schwab Fundamental Intl Large

ETFs
325
+ 0.7%
$39.84 - $43.15 $12.9K - $14K
47K $2.02B
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.12%
$214.92 - $244.84 $1.07K - $1.22K
4.15K $1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
104
+ 0.52%
$49.43 - $54.52 $5.14K - $5.67K
20.1K $1.09B
IWN
Ishares Russell2000 Val ETF

ETFs
20
+ 0.43%
$157.1 - $178.94 $3.14K - $3.58K
4.69K $829M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
45
+ 0.63%
$108.46 - $120.63 $4.88K - $5.43K
7.16K $851M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
150
+ 0.54%
$29.55 - $32.52 $4.43K - $4.88K
28K $897M
QCOM
Qualcomm Inc

Technology
10
+ 0.2%
$145.84 - $173.55 $1.46K - $1.74K
4.9K $816M
AMZN
Amazon Com Inc

Consumer Cyclical
116
+ 0.45%
$211.65 - $238.24 $24.6K - $27.6K
25.7K $5.65B
UBER
Uber Technologies, Inc

Technology
27
+ 1.08%
$86.91 - $99.57 $2.35K - $2.69K
2.53K $248M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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