Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPLG) | 353,028 | +777 | $21,722 |
SPLG | 353,028 | +777 | $21,722 |
ISHARES TR (IVV) | 35,318 | -6,172 | $18,568 |
IVV | 35,318 | -6,172 | $18,568 |
ABBVIE INC | 80,008 | -5,572 | $14,569 |
ABBV | 80,008 | -5,572 | $14,569 |
VANGUARD WHITEHALL FDS (VYM) | 114,510 | -4,561 | $13,855 |
VYM | 114,510 | -4,561 | $13,855 |
ISHARES TR (IUSB) | 259,319 | +92,636 | $11,822 |
IUSB | 259,319 | +92,636 | $11,822 |
DIMENSIONAL ETF TRUST (DFIV) | 296,129 | +5,015 | $10,883 |
DFIV | 296,129 | +5,015 | $10,883 |
ISHARES TR (MUB) | 92,111 | +10,438 | $9,911 |
MUB | 92,111 | +10,438 | $9,911 |
AMERICAN CENTY ETF TR (AVUV) | 100,960 | +3,154 | $9,461 |
AVUV | 100,960 | +3,154 | $9,461 |
ABBOTT LABS | 80,614 | -6,083 | $9,163 |
ABT | 80,614 | -6,083 | $9,163 |
ISHARES TR (QUAL) | 54,270 | -6,548 | $8,919 |
QUAL | 54,270 | -6,548 | $8,919 |
ISHARES TR (EFV) | 156,046 | -22,033 | $8,489 |
EFV | 156,046 | -22,033 | $8,489 |
AMERICAN CENTY ETF TR (AVDV) | 110,203 | +429 | $7,258 |
AVDV | 110,203 | +429 | $7,258 |
VANGUARD WHITEHALL FDS (VYMI) | 104,752 | -2,262 | $7,207 |
VYMI | 104,752 | -2,262 | $7,207 |
ISHARES TR (EFG) | 66,751 | +1,176 | $6,928 |
EFG | 66,751 | +1,176 | $6,928 |
WISDOMTREE TR | 133,172 | -4,908 | $6,495 |
DON | 133,172 | -4,908 | $6,495 |
BLACKROCK ETF TRUST (DYNF) | 139,218 | +139,218 | $6,181 |
DYNF | 139,218 | +139,218 | $6,181 |
J P MORGAN EXCHANGE TRADED F (JPST) | 113,276 | -1,281 | $5,715 |
JPST | 113,276 | -1,281 | $5,715 |
ISHARES TR (IVE) | 26,978 | +26,978 | $5,040 |
IVE | 26,978 | +26,978 | $5,040 |
J P MORGAN EXCHANGE TRADED F (JVAL) | 117,773 | +16,278 | $4,902 |
JVAL | 117,773 | +16,278 | $4,902 |
ISHARES TR (IYW) | 33,742 | +1,070 | $4,557 |
IYW | 33,742 | +1,070 | $4,557 |
MICROSOFT CORP | 9,343 | -35 | $3,931 |
MSFT | 9,343 | -35 | $3,931 |
ISHARES TR (ESGU) | 33,365 | -21,758 | $3,836 |
ESGU | 33,365 | -21,758 | $3,836 |
SCHWAB STRATEGIC TR | 77,990 | -4,239 | $3,588 |
SCHZ | 77,990 | -4,239 | $3,588 |
ISHARES TR (IVW) | 41,892 | +9,858 | $3,537 |
IVW | 41,892 | +9,858 | $3,537 |
ISHARES TR (MBB) | 36,752 | +1,402 | $3,397 |
MBB | 36,752 | +1,402 | $3,397 |
SPDR SER TR (SPTM) | 52,269 | +342 | $3,353 |
SPTM | 52,269 | +342 | $3,353 |
WISDOMTREE TR | 76,227 | -1,953 | $3,189 |
DEM | 76,227 | -1,953 | $3,189 |
AMERICAN CENTY ETF TR (AVEM) | 52,752 | -952 | $3,058 |
AVEM | 52,752 | -952 | $3,058 |
FIRST TR EXCHANGE TRADED FD (TDIV) | 43,118 | -8,518 | $3,004 |
TDIV | 43,118 | -8,518 | $3,004 |
VANGUARD INDEX FDS (VUG) | 8,361 | +573 | $2,878 |
VUG | 8,361 | +573 | $2,878 |
AMERICAN CENTY ETF TR (AVES) | 60,323 | +2,578 | $2,859 |
AVES | 60,323 | +2,578 | $2,859 |
ISHARES INC (EMXC) | 45,253 | +18,870 | $2,605 |
EMXC | 45,253 | +18,870 | $2,605 |
APPLE INC | 15,113 | +1,877 | $2,592 |
AAPL | 15,113 | +1,877 | $2,592 |
ISHARES TR (IEFA) | 32,449 | +472 | $2,408 |
IEFA | 32,449 | +472 | $2,408 |
ISHARES INC (IEMG) | 46,565 | -23,654 | $2,403 |
IEMG | 46,565 | -23,654 | $2,403 |
ISHARES TR (TLT) | 24,745 | -2,418 | $2,341 |
TLT | 24,745 | -2,418 | $2,341 |
VANGUARD INDEX FDS (VTV) | 13,543 | +1,354 | $2,206 |
VTV | 13,543 | +1,354 | $2,206 |
ISHARES GOLD TR (IAU) | 48,998 | +2,558 | $2,058 |
IAU | 48,998 | +2,558 | $2,058 |
VANGUARD INDEX FDS (VOO) | 4,095 | +43 | $1,968 |
VOO | 4,095 | +43 | $1,968 |
J P MORGAN EXCHANGE TRADED F (BBHY) | 40,500 | +26,980 | $1,871 |
BBHY | 40,500 | +26,980 | $1,871 |
ISHARES TR (SOXX) | 7,702 | +5,092 | $1,740 |
SOXX | 7,702 | +5,092 | $1,740 |
VANECK ETF TRUST (HYD) | 32,926 | +3,339 | $1,721 |
HYD | 32,926 | +3,339 | $1,721 |
EXXON MOBIL CORP | 14,791 | -5,675 | $1,719 |
XOM | 14,791 | -5,675 | $1,719 |
ISHARES TR (SUB) | 16,140 | -608 | $1,690 |
SUB | 16,140 | -608 | $1,690 |
FIRST TR NASDAQ 100 TECH IND (QTEC) | 7,903 | +138 | $1,507 |
QTEC | 7,903 | +138 | $1,507 |
VANGUARD BD INDEX FDS (BND) | 20,403 | +743 | $1,482 |
BND | 20,403 | +743 | $1,482 |
ABRDN SILVER ETF TRUST (SIVR) | 62,091 | +5,760 | $1,478 |
SIVR | 62,091 | +5,760 | $1,478 |
AMAZON COM INC | 7,979 | -181 | $1,439 |
AMZN | 7,979 | -181 | $1,439 |
FIRST TR EXCHANGE TRADED FD (FXR) | 19,032 | -553 | $1,389 |
FXR | 19,032 | -553 | $1,389 |
UNITEDHEALTH GROUP INC | 2,684 | +13 | $1,328 |
UNH | 2,684 | +13 | $1,328 |
See Full List: All Stocks Held By Apeiron RIA LLC
— Including:
Biggest new positions
Biggest exits
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See Details: Top 10 Stocks Held By Apeiron RIA LLC
Size ($ in 1000's)
At 03/31/2024: $345,333 At 12/31/2023: $320,651 Apeiron RIA LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Apeiron RIA LLC 13F filings. Link to 13F filings: SEC filings |