Robinson Smith Wealth Advisors LLC Purchases in Q3 2024

Robinson Smith Wealth Advisors LLC

$118 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
CGMU Capital Group Core Plus Income	152K + 1909.02%	N/A	160K $4.4B
SCHB Schwab Strategic Tr Us Broad M ETFs	10.5K + 3.3%	$59.93 - $66.52 $631K - $700K	330K $22B
SCHO Schwab Short Term Us Treasury ETFs	18.9K + 51.61%	$47.93 - $49.06 $905K - $926K	55.5K $2.72B
JMST Jp Morgan Ultra Short Mun Inco ETFs	6.73K + 17.38%	$50.61 - $50.96 $341K - $343K	45.5K $2.32B
SCHG Schwab Strategic Tr Us Large C ETFs	2.78K + 16.31%	$92.63 - $105.69 $258K - $294K	19.9K $2.07B
DUHP Dimensional ETF Tr Dimensional ETFs	5.9K + 11.89%	$30.74 - $34.07 $181K - $201K	55.6K $1.89B
QUAL Ishares Msci Usa Quality Facto ETFs	607 + 3.15%	$162.64 - $179.3 $98.7K - $109K	19.9K $3.57B
SCHD Schwab Strategic Tr Us Dividen ETFs	2.4K New	$77.02 - $85.06 $185K - $204K	2.4K $203M
GDDY Go Daddy Inc. Technology	1.28K New	$141.41 - $167.41 $182K - $215K	1.28K $201M
CI Cigna Corp Healthcare	581 New	$319.12 - $367.1 $185K - $213K	581 $201M
VOO Vanguard Index Fds S&P 500 ETF ETFs	8 + 0.14%	$475.2 - $527.7 $3.8K - $4.22K	5.67K $2.99B
SPY Spdr S&P 500 ETF Trust ETFs	51 + 2.37%	$517.38 - $573.86 $26.4K - $29.3K	2.2K $1.26B
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	1.24K + 7.21%	$51.78 - $52.98 $64.2K - $65.6K	18.4K $976M
VCSH Vanguard Sht Term Corp Bd ETF ETFs	280 + 6.01%	$76.94 - $79.54 $21.5K - $22.3K	4.94K $392M
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	562 + 3.12%	$24.62 - $25.59 $13.8K - $14.4K	18.6K $474M
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	546 + 1.87%	$23.75 - $23.75 $13K - $13K	29.7K $721M
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	507 + 3.73%	$22.51 - $23.57 $11.4K - $11.9K	14.1K $332M
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	151 + 0.59%	$23.63 - $24.42 $3.57K - $3.69K	25.6K $624M
NFLX Netflix Inc Communication Services	7 + 1.88%	$598.55 - $722.26 $4.19K - $5.06K	379 $269M

Activity Summary All Purchases 19 New Holdings 3 Increased Positions 16 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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