Wrenne Financial Planning LLC Incresed Positions in Q2 2025

Wrenne Financial Planning LLC

  • $214 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
15.2K
+ 3.07%
$54.19 - $67.22 $822K - $1.02M
510K $34.3B
VBR
Vanguard Small Cap Value ETF

ETFs
15.2K
+ 53.78%
$162.76 - $195.77 $2.48M - $2.98M
43.6K $8.5B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
111K
+ 43.64%
$19.1 - $23.83 $2.11M - $2.64M
364K $8.68B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
42.8K
+ 86.57%
$48.13 - $49.85 $2.06M - $2.13M
92.2K $4.52B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.7K
+ 10.37%
$55.54 - $69.09 $814K - $1.01M
156K $10.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.6K
+ 12.06%
$39.89 - $49.46 $943K - $1.17M
220K $10.9B
VNQ
Vanguard Specialized Funds Van

ETFs
24.5K
+ 17.08%
$79.79 - $91.42 $1.96M - $2.24M
168K $15B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.8K
+ 14.77%
$32.66 - $40.75 $907K - $1.13M
216K $8.74B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.8K
+ 12.59%
$34.72 - $42.74 $444K - $546K
114K $4.89B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.9K
+ 16.68%
$17.76 - $22.1 $301K - $374K
118K $2.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.82K
+ 3.25%
$72.02 - $73.82 $419K - $429K
185K $13.6B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15.3K
+ 29.28%
$18.94 - $21.67 $289K - $331K
67.4K $1.43B
MSFT
Microsoft Corp

Technology
24
+ 1.02%
$354.56 - $497.45 $8.51K - $11.9K
2.37K $1.18B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.87K
+ 6.56%
$45.11 - $52.34 $129K - $150K
46.5K $2.44B
AVGO
Broadcom Inc.

Technology
25
+ 1.37%
$146.29 - $275.65 $3.66K - $6.89K
1.84K $508M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.76K
+ 55.71%
$50.37 - $57.97 $139K - $160K
7.71K $436M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.07K
+ 8.52%
$20.42 - $25.3 $21.8K - $27K
13.6K $344M
GOOG
Alphabet Inc.

Communication Services
4
+ 0.21%
$146.58 - $180.01 $586 - $720
1.94K $343M
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 3.37%
$496.48 - $617.85 $6.95K - $8.65K
429 $265M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
921
+ 3.18%
$24.98 - $25.66 $23K - $23.6K
29.9K $765M
Vanguard Instl Index Fd
78
+ 0.29%
N/A
26.6K $2.01B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
24
+ 0.15%
$49.57 - $50.27 $1.19K - $1.21K
16K $807M
V
Visa Inc.

Financial Services
12
+ 1.98%
$308.27 - $373.31 $3.7K - $4.48K
617 $219M
AJG
Arthur J. Gallagher & Co.

Financial Services
13
+ 1.13%
$310.86 - $348.77 $4.04K - $4.53K
1.17K $370M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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