Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD TAX MANAGED FDS (VEA) | 229,576 | +6,206 | $11,518 |
VEA | 229,576 | +6,206 | $11,518 |
VANGUARD INDEX FDS (VUG) | 27,574 | -635 | $9,491 |
VUG | 27,574 | -635 | $9,491 |
VANGUARD INDEX FDS (VTV) | 49,909 | +1,419 | $8,128 |
VTV | 49,909 | +1,419 | $8,128 |
AMERICAN CENTY ETF TR (AVUV) | 62,849 | -253 | $5,890 |
AVUV | 62,849 | -253 | $5,890 |
SPDR SER TR (QUS) | 33,258 | -3,274 | $4,843 |
QUS | 33,258 | -3,274 | $4,843 |
WORLD GOLD TR | 96,724 | -264 | $4,261 |
GLDM | 96,724 | -264 | $4,261 |
SPDR SER TR (SLYG) | 47,651 | +1,506 | $4,157 |
SLYG | 47,651 | +1,506 | $4,157 |
VANGUARD STAR FDS (VXUS) | 67,204 | -110 | $4,052 |
VXUS | 67,204 | -110 | $4,052 |
SPDR SER TR (SPIP) | 153,455 | -12,871 | $3,932 |
SPIP | 153,455 | -12,871 | $3,932 |
PGIM ETF TR (PTRB) | 92,647 | +16,309 | $3,854 |
PTRB | 92,647 | +16,309 | $3,854 |
VANGUARD INDEX FDS (VBR) | 19,475 | -175 | $3,737 |
VBR | 19,475 | -175 | $3,737 |
DIMENSIONAL ETF TRUST (DFAE) | 150,982 | +1,030 | $3,732 |
DFAE | 150,982 | +1,030 | $3,732 |
APPLE INC | 19,646 | -265 | $3,369 |
AAPL | 19,646 | -265 | $3,369 |
SPDR INDEX SHS FDS (SPDW) | 90,110 | +1,655 | $3,230 |
SPDW | 90,110 | +1,655 | $3,230 |
AMERICAN CENTY ETF TR (AVUS) | 31,661 | +1,086 | $2,834 |
AVUS | 31,661 | +1,086 | $2,834 |
NVIDIA CORPORATION | 3,136 | -219 | $2,833 |
NVDA | 3,136 | -219 | $2,833 |
SPDR INDEX SHS FDS (SPEM) | 73,536 | +505 | $2,661 |
SPEM | 73,536 | +505 | $2,661 |
VANGUARD SCOTTSDALE FDS (VGLT) | 44,873 | +274 | $2,658 |
VGLT | 44,873 | +274 | $2,658 |
SPDR S&P 500 ETF TR (SPY) | 4,840 | -19 | $2,539 |
SPY | 4,840 | -19 | $2,539 |
MICROSOFT CORP | 5,996 | +323 | $2,523 |
MSFT | 5,996 | +323 | $2,523 |
VANGUARD WHITEHALL FDS (VYM) | 20,463 | -389 | $2,476 |
VYM | 20,463 | -389 | $2,476 |
VANGUARD INTL EQUITY INDEX F (VSS) | 20,206 | +214 | $2,361 |
VSS | 20,206 | +214 | $2,361 |
VANGUARD MUN BD FDS (VTEB) | 45,493 | +3,140 | $2,302 |
VTEB | 45,493 | +3,140 | $2,302 |
VANGUARD INTL EQUITY INDEX F (VWO) | 54,969 | -206 | $2,296 |
VWO | 54,969 | -206 | $2,296 |
DIMENSIONAL ETF TRUST (DFAR) | 102,365 | +3,186 | $2,290 |
DFAR | 102,365 | +3,186 | $2,290 |
DIMENSIONAL ETF TRUST (DFIS) | 88,535 | +10,008 | $2,219 |
DFIS | 88,535 | +10,008 | $2,219 |
DIMENSIONAL ETF TRUST (DFAC) | 65,894 | +128 | $2,105 |
DFAC | 65,894 | +128 | $2,105 |
DIMENSIONAL ETF TRUST (DFNM) | 42,086 | -1,767 | $2,024 |
DFNM | 42,086 | -1,767 | $2,024 |
TESLA INC | 11,495 | +341 | $2,021 |
TSLA | 11,495 | +341 | $2,021 |
VANGUARD INDEX FDS (VTI) | 7,764 | +47 | $2,018 |
VTI | 7,764 | +47 | $2,018 |
AMAZON COM INC | 10,563 | +7 | $1,905 |
AMZN | 10,563 | +7 | $1,905 |
VANGUARD INDEX FDS (VBK) | 7,306 | +84 | $1,905 |
VBK | 7,306 | +84 | $1,905 |
SPDR SER TR (SPYG) | 25,298 | +62 | $1,851 |
SPYG | 25,298 | +62 | $1,851 |
SPDR SER TR (SPLG) | 30,035 | -988 | $1,848 |
SPLG | 30,035 | -988 | $1,848 |
VANGUARD BD INDEX FDS (BND) | 21,735 | +213 | $1,579 |
BND | 21,735 | +213 | $1,579 |
SPDR SER TR (SPSM) | 33,991 | -543 | $1,463 |
SPSM | 33,991 | -543 | $1,463 |
SPDR SER TR (SPYV) | 23,441 | +2,096 | $1,174 |
SPYV | 23,441 | +2,096 | $1,174 |
VANGUARD MALVERN FDS (VPLS) | 14,796 | +14,796 | $1,135 |
VPLS | 14,796 | +14,796 | $1,135 |
ISHARES TR (SCZ) | 17,892 | -5,227 | $1,133 |
SCZ | 17,892 | -5,227 | $1,133 |
INVESCO QQQ TR | 2,421 | +521 | $1,076 |
QQQ | 2,421 | +521 | $1,076 |
ALPHABET INC | 6,638 | UNCH | $1,011 |
GOOG | 6,638 | UNCH | $1,011 |
DIMENSIONAL ETF TRUST (DFAI) | 31,621 | +927 | $956 |
DFAI | 31,621 | +927 | $956 |
META PLATFORMS INC | 1,967 | -57 | $955 |
META | 1,967 | -57 | $955 |
VANGUARD SCOTTSDALE FDS (VGIT) | 15,010 | -15,045 | $879 |
VGIT | 15,010 | -15,045 | $879 |
PIMCO ETF TR (MINT) | 8,417 | +2,415 | $846 |
MINT | 8,417 | +2,415 | $846 |
SPDR SER TR (SDY) | 6,074 | -675 | $797 |
SDY | 6,074 | -675 | $797 |
ISHARES TR (IWO) | 2,882 | -702 | $780 |
IWO | 2,882 | -702 | $780 |
ISHARES TR (IWF) | 2,234 | +81 | $753 |
IWF | 2,234 | +81 | $753 |
MERCADOLIBRE INC | 473 | +78 | $715 |
MELI | 473 | +78 | $715 |
VANGUARD BD INDEX FDS (BIV) | 9,431 | +3,034 | $711 |
BIV | 9,431 | +3,034 | $711 |
See Full List: All Stocks Held By Integrity Wealth Solutions LLC
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See Details: Top 10 Stocks Held By Integrity Wealth Solutions LLC
Size ($ in 1000's)
At 03/31/2024: $153,129 At 12/31/2023: $144,493 Integrity Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Integrity Wealth Solutions LLC 13F filings. Link to 13F filings: SEC filings |