Spring Vest Wealth Management LLC Incresed Positions in Q3 2025

Spring Vest Wealth Management LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
61.3K
+ 57.99%
$41.8 - $43.15 $2.56M - $2.64M
167K $7.14B
VCIT
Vanguard Intermediate Term Cor

ETFs
19K
+ 7.4%
$81.75 - $84.54 $1.55M - $1.6M
275K $23.2B
DFSD
Dimensional ETF Tr Short Durat

ETFs
30.9K
+ 64.53%
$47.86 - $48.43 $1.48M - $1.5M
78.8K $3.8B
DFAI
Dimensional ETF Tr

ETFs
18.9K
+ 12.26%
$34.05 - $36.55 $644K - $692K
173K $6.3B
VUSB
Vanguard Bd Index Fds
18.4K
+ 9.65%
N/A
209K $10.4B
GLD
Spdr Gold Trust

ETFs
592
+ 9.4%
$300.96 - $355.47 $178K - $210K
6.89K $2.45B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.7K
+ 26.7%
$23.82 - $25.84 $302K - $328K
60.2K $1.55B
AEP
American Electric Power CO Inc

Utilities
1
+ 0.0%
$103.26 - $115.0 $103 - $115
34.5K $3.88B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.14K
+ 5.7%
$49.78 - $50.75 $156K - $159K
58.2K $2.95B
DFAR
Dimensional ETF Tr Dimensional

ETFs
6.41K
+ 31.44%
$22.9 - $24.1 $147K - $155K
26.8K $639M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.91K
+ 3.53%
$26.38 - $27.95 $76.7K - $81.2K
85.2K $2.33B
JHMM
John Hancock Multifactor Mid C

ETFs
978
+ 4.57%
$61.22 - $65.26 $59.9K - $63.8K
22.4K $1.45B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.4K
+ 20.65%
$67.01 - $72.84 $94K - $102K
8.2K $594M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.14%
$420.11 - $472.68 $1.26K - $1.42K
2.17K $1.01B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
451
+ 0.41%
$78.96 - $80.04 $35.6K - $36.1K
110K $8.76B
QLD
Proshares Ultra Qqq

ETFs
5
+ 0.12%
$115.66 - $138.31 $578 - $692
4.01K $550M
DUHP
Dimensional ETF Tr Dimensional

ETFs
155
+ 0.62%
$35.76 - $37.93 $5.54K - $5.88K
25.1K $947M
VO
Vanguard Mid Cap ETF

ETFs
88
+ 4.04%
$279.83 - $293.74 $24.6K - $25.8K
2.27K $666M
SSO
Proshares Ultra S&P 500

ETFs
10
+ 0.37%
$97.48 - $112.71 $975 - $1.13K
2.71K $304M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.47%
$567.77 - $614.76 $2.27K - $2.46K
854 $523M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
50
+ 0.72%
$39.9 - $44.74 $2K - $2.24K
7.01K $309M
MSFT
Microsoft Corp

Technology
1
+ 0.09%
$491.09 - $535.64 $491 - $536
1.08K $560M
CVX
Chevron Corp

Energy
2
+ 0.11%
$145.57 - $161.83 $291 - $324
1.82K $282M
COP
Conocophillips

Energy
1
+ 0.04%
$91.0 - $98.99 $91 - $99
2.34K $221M
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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