Woodside Wealth Management LLC New Holdings in Q1 2025

Woodside Wealth Management LLC

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49.5K
New
$507.05 - $563.67 $25.1M - $27.9M
49.5K $25.4B
SPSB
Spdr Portfolio Short Term Corp

ETFs
466K
New
$29.82 - $30.1 $13.9M - $14M
466K $14B
VUG
Vanguard Growth ETF

ETFs
21.6K
New
$369.1 - $427.61 $7.95M - $9.21M
21.6K $7.99B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
217K
New
$32.42 - $36.13 $7.03M - $7.84M
217K $7.16B
PRF
Invesco Exchange Traded Fd Tr

ETFs
170K
New
$39.4 - $42.61 $6.7M - $7.24M
170K $6.87B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
45.5K
New
$87.68 - $94.52 $3.99M - $4.3M
45.5K $4.26B
VTI
Vanguard Total Stock Market Et

ETFs
13.1K
New
$271.18 - $303.12 $3.56M - $3.98M
13.1K $3.61B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
69K
New
$50.39 - $50.66 $3.48M - $3.5M
69K $3.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
107K
New
$27.01 - $28.54 $2.89M - $3.05M
107K $2.99B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
63.1K
New
$39.96 - $43.3 $2.52M - $2.73M
63.1K $2.6B
GOOGL
Alphabet Inc.

Communication Services
16.4K
New
$154.33 - $206.19 $2.53M - $3.38M
16.4K $2.54B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.2K
New
$102.49 - $119.96 $2.38M - $2.78M
23.2K $2.42B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.2K
New
$76.94 - $78.28 $2.24M - $2.28M
29.2K $2.28B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.8K
New
$58.01 - $64.46 $1.96M - $2.18M
33.8K $2.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.6K
New
$44.41 - $45.98 $1.71M - $1.77M
38.6K $1.76B
DFAU
Dimensional ETF Tr

ETFs
38.2K
New
$37.84 - $42.29 $1.45M - $1.62M
38.2K $1.47B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27.3K
New
$51.52 - $52.37 $1.41M - $1.43M
27.3K $1.43B
VTV
Vanguard Value ETF

ETFs
7.85K
New
$167.73 - $179.21 $1.32M - $1.41M
7.85K $1.36B
IVV
Ishares Core S&P 500 ETF

ETFs
1.75K
New
$554.06 - $615.85 $970K - $1.08M
1.75K $983M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.67K
New
$182.82 - $196.21 $853K - $915K
4.67K $878M
DFAI
Dimensional ETF Tr

ETFs
25.4K
New
$28.88 - $32.4 $735K - $824K
25.4K $795M
VNQ
Vanguard Specialized Funds Van

ETFs
7.46K
New
$85.55 - $94.34 $638K - $704K
7.46K $675M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.95K
New
$68.32 - $75.06 $611K - $672K
8.95K $669M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.34K
New
$77.7 - $78.94 $648K - $658K
8.34K $658M
MSFT
Microsoft Corp

Technology
1.67K
New
$375.39 - $447.2 $625K - $745K
1.67K $625M
IWM
Ishares Russell 2000 ETF

ETFs
3K
New
$198.1 - $229.79 $594K - $689K
3K $598M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.01K
New
$95.85 - $99.25 $576K - $597K
6.01K $595M
VBR
Vanguard Small Cap Value ETF

ETFs
3K
New
$183.02 - $207.75 $549K - $623K
3K $559M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.56K
New
$74.85 - $84.89 $416K - $472K
5.56K $454M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.93K
New
$71.17 - $73.66 $280K - $289K
3.93K $289M
VIG
Vanguard Dividend Appreciation

ETFs
1.48K
New
N/A
1.48K $287M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.29K
New
$64.88 - $72.1 $278K - $309K
4.29K $282M
AAPL
Apple Inc.

Technology
1.12K
New
$209.68 - $247.1 $234K - $276K
1.12K $248M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.93K
New
$42.5 - $46.71 $210K - $230K
4.93K $223M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.32K
New
$50.44 - $58.1 $218K - $251K
4.32K $222M
Dimensional ETF Trust
3.04K
New
N/A
3.04K $186M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.18K
New
$18.36 - $20.51 $150K - $168K
8.18K $162M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.48K
New
$28.27 - $29.28 $155K - $161K
5.48K $159M
DFAE
Dimensional ETF Tr

ETFs
5.95K
New
$24.64 - $26.86 $146K - $160K
5.95K $154M
VEA
Vanguard Ftse Developed Market

ETFs
2.93K
New
$47.4 - $52.99 $139K - $155K
2.93K $149M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.43K
New
$58.81 - $68.2 $143K - $166K
2.43K $145M
VGSH
Vanguard

ETFs
2.3K
New
$58.07 - $58.69 $134K - $135K
2.3K $135M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.53K
New
$49.25 - $50.66 $125K - $128K
2.53K $126M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.13K
New
$57.21 - $65.8 $122K - $140K
2.13K $124M
VB
Vanguard Small Cap ETF

ETFs
488
New
$217.89 - $252.64 $106K - $123K
488 $108M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4K
New
$24.73 - $25.62 $98.9K - $103K
4K $102M
FNDF
Schwab Fundamental Intl Large

ETFs
2.8K
New
$32.9 - $37.45 $92.1K - $105K
2.8K $101M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.66K
New
$57.44 - $59.4 $95.5K - $98.8K
1.66K $98.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.99K
New
$23.32 - $23.84 $93K - $95.1K
3.99K $93.4M
Activity Summary
Buys All Purchases 76 New Holdings 76 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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