Robinson Smith Wealth Advisors LLC Incresed Positions in Q2 2025

Robinson Smith Wealth Advisors LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
38.2K
+ 46.03%
$28.02 - $34.71 $1.07M - $1.33M
121K $4.19B
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.2K
+ 17.29%
$29.36 - $35.56 $389K - $471K
89.8K $3.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.09%
$320.42 - $424.58 $2.24K - $2.97K
8K $3.4B
MSFT
Microsoft Corp

Technology
62
+ 1.65%
$354.56 - $497.45 $22K - $30.8K
3.81K $1.9B
DFAU
Dimensional ETF Tr

ETFs
1.95K
+ 2.06%
$34.04 - $42.36 $66.2K - $82.4K
96.4K $4.09B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.56K
+ 14.62%
$50.52 - $50.92 $382K - $385K
59.3K $3.02B
CGMU
Capital Group Core Plus Income
15.4K
+ 6.98%
N/A
235K $6.28B
VUG
Vanguard Growth ETF

ETFs
218
+ 5.73%
$329.49 - $438.4 $71.8K - $95.6K
4.02K $1.76B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.19K
+ 9.53%
$108.12 - $135.04 $128K - $160K
13.6K $1.84B
AMZN
Amazon Com Inc

Consumer Cyclical
258
+ 4.31%
$167.32 - $223.3 $43.2K - $57.6K
6.25K $1.37B
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.62K
+ 4.48%
$35.9 - $43.76 $58K - $70.7K
37.7K $1.63B
VIG
Vanguard Dividend Appreciation

ETFs
380
+ 3.75%
N/A
10.5K $2.15B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.75K
+ 4.49%
$19.6 - $24.44 $34.3K - $42.8K
40.8K $997M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.88K
+ 15.38%
$35.77 - $42.27 $67.1K - $79.3K
14.1K $595M
DFSU
Dimensional ETF Tr Dimen Us Su
71
+ 1.11%
N/A
6.45K $253M
VUSB
Vanguard Bd Index Fds
300
+ 5.12%
N/A
6.16K $307M
Blackrock ETF Trust Ii
97
+ 0.94%
N/A
10.4K $552M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.51%
$141.87 - $164.49 $993 - $1.15K
1.39K $228M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
46
+ 0.18%
$22.7 - $23.33 $1.04K - $1.07K
25.7K $600M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
41
+ 0.21%
$24.94 - $25.42 $1.02K - $1.04K
19.6K $498M
IBDV
Ishares Tr

Technology
49
+ 0.42%
$21.28 - $21.98 $1.04K - $1.08K
11.8K $259M
PFE
Pfizer Inc

Healthcare
111
+ 1.15%
$21.59 - $24.84 $2.4K - $2.76K
9.8K $238M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.03%
$24.32 - $27.87 $48.6 - $55.7
7.61K $202M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.14%
$285.55 - $321.23 $286 - $321
702 $205M
Kenvue Inc
93
+ 0.88%
N/A
10.6K $222M
LLY
Eli Lilly & CO

Healthcare
21
+ 1.9%
$713.71 - $898.95 $15K - $18.9K
1.13K $878M
PG
Procter & Gamble CO

Consumer Defensive
45
+ 0.96%
$157.66 - $172.39 $7.09K - $7.76K
4.73K $753M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 1.2%
$483.48 - $539.8 $9.67K - $10.8K
1.68K $818M
Activity Summary
Buys All Purchases 40 New Holdings 11 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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