Wealth Management Strategies

Latest statistics and disclosures from Wealth Management Strategies's latest quarterly 13F-HR filing:

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Positions held by Wealth Management Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Management Strategies

Wealth Management Strategies holds 36 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.8 $245k 60k 4.10
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.1 $158k 458k 0.35
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.8 $128k 268k 0.48
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Dimensional Etf Trust Us High Profitab (DUHP) 7.9 $103k 306k 0.34
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 6.3 $82k 352k 0.23
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 6.1 $80k 352k 0.23
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 6.0 $78k 351k 0.22
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 5.3 $70k 318k 0.22
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Vanguard Index Fds Small Cp Etf (VB) 4.8 $63k 26k 2.40
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Vanguard Index Fds Value Etf (VTV) 4.6 $60k 35k 1.69
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $59k 135k 0.44
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Apple (AAPL) 3.7 $48k 19k 2.50
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Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $22k 7.6k 2.90
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Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $14k 37k 0.38
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Microsoft Corporation (MSFT) 0.8 $11k 2.5k 4.21
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Eli Lilly & Co. (LLY) 0.7 $9.5k 1.2k 7.72
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $8.8k 1.6k 5.39
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.5 $5.9k 28k 0.21
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $5.9k 3.0k 1.96
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $5.7k 10k 0.56
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International Business Machines (IBM) 0.4 $5.1k 2.3k 2.20
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PNC Financial Services (PNC) 0.3 $4.3k 2.2k 1.93
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $3.9k 3.1k 1.29
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $3.8k 3.0k 1.28
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.5k 1.3k 2.64
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NVIDIA Corporation (NVDA) 0.3 $3.4k 2.5k 1.34
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.3k 559.00 5.86
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $3.0k 2.8k 1.05
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Procter & Gamble Company (PG) 0.2 $2.7k 1.6k 1.68
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Medtronic SHS (MDT) 0.2 $2.6k 3.3k 0.80
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $2.5k 3.4k 0.76
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Dimensional Etf Trust International (DFSI) 0.2 $2.4k 7.2k 0.33
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Wp Carey (WPC) 0.2 $2.3k 4.3k 0.54
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Extra Space Storage (EXR) 0.2 $2.3k 1.5k 1.50
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $2.1k 3.6k 0.57
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.1k 3.6k 0.57
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Past Filings by Wealth Management Strategies

SEC 13F filings are viewable for Wealth Management Strategies going back to 2024