Wrenne Financial Planning LLC Incresed Positions in Q1 2025

Wrenne Financial Planning LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
40.4K
+ 8.88%
$56.51 - $62.98 $2.28M - $2.54M
495K $30B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
+ 12.82%
$71.17 - $73.66 $1.45M - $1.5M
179K $13.2B
VNQ
Vanguard Specialized Funds Van

ETFs
12.7K
+ 9.75%
$85.55 - $94.34 $1.09M - $1.2M
143K $13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.3K
+ 11.56%
$42.5 - $46.71 $863K - $949K
196K $8.87B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.73K
+ 6.58%
$58.01 - $64.46 $506K - $562K
141K $8.78B
VTI
Vanguard Total Stock Market Et

ETFs
10.7K
+ 7.48%
$271.18 - $303.12 $2.9M - $3.25M
154K $42.3B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.24K
+ 1.75%
$33.84 - $37.77 $110K - $122K
188K $6.85B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.31K
+ 6.63%
$18.36 - $20.51 $116K - $129K
102K $2.01B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.14K
+ 26.93%
$24.73 - $25.62 $152K - $157K
28.9K $739M
MUB
Ishares National Muni Bond ETF

ETFs
2.14K
+ 3.25%
$104.71 - $107.69 $224K - $230K
67.8K $7.15B
VBR
Vanguard Small Cap Value ETF

ETFs
2.25K
+ 8.62%
$183.02 - $207.75 $412K - $467K
28.4K $5.28B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.11K
+ 6.33%
$20.2 - $22.24 $62.8K - $69.1K
52.2K $1.12B
VTV
Vanguard Value ETF

ETFs
479
+ 32.3%
$167.73 - $179.21 $80.3K - $85.8K
1.96K $339M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.1K
+ 4.44%
$49.25 - $50.66 $103K - $106K
49.4K $2.45B
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.17%
$275.89 - $345.24 $552 - $690
1.16K $399M
QQQ
Invesco Qqq Trust, Series 1

ETFs
170
+ 19.72%
$468.34 - $539.52 $79.6K - $91.7K
1.03K $484M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
62
+ 0.39%
$48.43 - $49.9 $3K - $3.09K
16K $800M
USRT
Ishares Core U.S. Reit ETF

ETFs
381
+ 8.34%
$55.14 - $60.29 $21K - $23K
4.95K $285M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$347.25 - $424.87 $347 - $425
587 $215M
SCHA
Schwab Strategic Tr Us Small C

ETFs
399
+ 3.29%
$23.16 - $27.04 $9.24K - $10.8K
12.5K $294M
AMZN
Amazon Com Inc

Consumer Cyclical
68
+ 3.86%
$190.26 - $242.06 $12.9K - $16.5K
1.83K $348M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.52%
$156.06 - $207.71 $1.56K - $2.08K
1.93K $302M
MSFT
Microsoft Corp

Technology
91
+ 4.04%
$375.39 - $447.2 $34.2K - $40.7K
2.34K $879M
AVGO
Broadcom Inc.

Technology
22
+ 1.22%
$167.43 - $244.7 $3.68K - $5.38K
1.82K $305M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.52K
+ 3.06%
$21.23 - $23.75 $160K - $179K
253K $5.46B
VBK
Vanguard Small Cap Growth ETF

ETFs
90
+ 1.28%
$247.97 - $296.33 $22.3K - $26.7K
7.13K $1.8B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15K
+ 8.51%
$77.33 - $90.16 $1.16M - $1.36M
192K $15B
AAPL
Apple Inc.

Technology
80
+ 0.49%
$209.68 - $247.1 $16.8K - $19.8K
16.4K $3.65B
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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