Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 842,837 | +43,441 | $26,356 |
DFAC | 842,837 | +43,441 | $26,356 |
MICROSOFT CORP | 46,986 | -203 | $19,634 |
MSFT | 46,986 | -203 | $19,634 |
ISHARES TR (AGG) | 114,021 | +11,780 | $11,078 |
AGG | 114,021 | +11,780 | $11,078 |
DIMENSIONAL ETF TRUST (DFUS) | 165,758 | +1,829 | $9,258 |
DFUS | 165,758 | +1,829 | $9,258 |
DIMENSIONAL ETF TRUST (DIHP) | 333,047 | +25,600 | $8,852 |
DIHP | 333,047 | +25,600 | $8,852 |
DIMENSIONAL ETF TRUST (DFAU) | 239,921 | +2,420 | $8,589 |
DFAU | 239,921 | +2,420 | $8,589 |
VANGUARD WORLD FD (MGV) | 65,163 | +3,621 | $7,624 |
MGV | 65,163 | +3,621 | $7,624 |
APPLE INC | 36,785 | +87 | $6,210 |
AAPL | 36,785 | +87 | $6,210 |
DIMENSIONAL ETF TRUST (DUHP) | 172,683 | +11,919 | $5,336 |
DUHP | 172,683 | +11,919 | $5,336 |
DIMENSIONAL ETF TRUST (DFAX) | 202,465 | -2,385 | $5,132 |
DFAX | 202,465 | -2,385 | $5,132 |
VANGUARD INDEX FDS (VUG) | 12,403 | +808 | $4,190 |
VUG | 12,403 | +808 | $4,190 |
DIMENSIONAL ETF TRUST (DFAI) | 131,590 | +7,741 | $3,932 |
DFAI | 131,590 | +7,741 | $3,932 |
GOLDMAN SACHS ETF TR (GBIL) | 30,087 | +2,019 | $3,004 |
GBIL | 30,087 | +2,019 | $3,004 |
ACCENTURE PLC IRELAND | 8,663 | UNCH | $2,863 |
ACN | 8,663 | UNCH | $2,863 |
DIMENSIONAL ETF TRUST (DEHP) | 108,311 | +8,295 | $2,707 |
DEHP | 108,311 | +8,295 | $2,707 |
ALPHABET INC | 17,716 | -650 | $2,692 |
GOOG | 17,716 | -650 | $2,692 |
PROCTER AND GAMBLE CO | 16,341 | -1,270 | $2,540 |
PG | 16,341 | -1,270 | $2,540 |
BERKSHIRE HATHAWAY INC DEL | $2,309 | ||
BRK.B | 5,560 | +24 | $2,309 |
SPDR S&P 500 ETF TR (SPY) | 3,482 | +1 | $1,786 |
SPY | 3,482 | +1 | $1,786 |
ADOBE INC | 3,381 | +7 | $1,647 |
ADBE | 3,381 | +7 | $1,647 |
VANGUARD MUN BD FDS (VTEB) | 31,168 | -3,553 | $1,562 |
VTEB | 31,168 | -3,553 | $1,562 |
DIMENSIONAL ETF TRUST (DFAS) | 21,681 | -67 | $1,311 |
DFAS | 21,681 | -67 | $1,311 |
ISHARES TR (IJH) | 21,300 | +16,802 | $1,260 |
IJH | 21,300 | +16,802 | $1,260 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 2,122 | UNCH | $1,149 |
MDY | 2,122 | UNCH | $1,149 |
VANGUARD INDEX FDS (VTI) | 4,175 | UNCH | $1,063 |
VTI | 4,175 | UNCH | $1,063 |
SHERWIN WILLIAMS CO | 3,147 | UNCH | $1,038 |
SHW | 3,147 | UNCH | $1,038 |
DIMENSIONAL ETF TRUST (DFSU) | 30,618 | UNCH | $1,028 |
DFSU | 30,618 | UNCH | $1,028 |
ISHARES TR (IVW) | 11,907 | UNCH | $989 |
IVW | 11,907 | UNCH | $989 |
INVESCO QQQ TR | 2,261 | UNCH | $984 |
QQQ | 2,261 | UNCH | $984 |
DIMENSIONAL ETF TRUST (DFAE) | 39,252 | -1,505 | $975 |
DFAE | 39,252 | -1,505 | $975 |
SPDR SER TR (SDY) | 6,941 | UNCH | $892 |
SDY | 6,941 | UNCH | $892 |
J P MORGAN EXCHANGE TRADED F (JCPB) | 18,759 | -606 | $867 |
JCPB | 18,759 | -606 | $867 |
SCHWAB STRATEGIC TR | 10,508 | UNCH | $827 |
SCHD | 10,508 | UNCH | $827 |
COSTCO WHSL CORP NEW | 1,172 | UNCH | $826 |
COST | 1,172 | UNCH | $826 |
JPMORGAN CHASE & CO | 4,193 | UNCH | $820 |
JPM | 4,193 | UNCH | $820 |
JOHNSON & JOHNSON | 5,308 | UNCH | $809 |
JNJ | 5,308 | UNCH | $809 |
ISHARES TR (IVV) | 1,324 | +1 | $683 |
IVV | 1,324 | +1 | $683 |
MERCK & CO INC | 5,226 | UNCH | $667 |
MRK | 5,226 | UNCH | $667 |
COLGATE PALMOLIVE CO | 7,500 | UNCH | $656 |
CL | 7,500 | UNCH | $656 |
ALPHABET INC | 4,359 | UNCH | $656 |
GOOGL | 4,359 | UNCH | $656 |
MASTERCARD INCORPORATED | 1,395 | UNCH | $655 |
MA | 1,395 | UNCH | $655 |
WISDOMTREE TR | 8,250 | -8 | $582 |
DLN | 8,250 | -8 | $582 |
BOEING CO | 3,084 | -757 | $565 |
BA | 3,084 | -757 | $565 |
NOVO NORDISK A S | 4,479 | +175 | $555 |
NVO | 4,479 | +175 | $555 |
WP CAREY INC | 9,851 | UNCH | $543 |
WPC | 9,851 | UNCH | $543 |
AMAZON COM INC | 2,800 | UNCH | $504 |
AMZN | 2,800 | UNCH | $504 |
DIMENSIONAL ETF TRUST (DFSI) | 15,052 | UNCH | $499 |
DFSI | 15,052 | UNCH | $499 |
CDW CORP | 1,973 | UNCH | $498 |
CDW | 1,973 | UNCH | $498 |
APPLIED MATLS INC | 2,420 | UNCH | $492 |
AMAT | 2,420 | UNCH | $492 |
EATON CORP PLC | 1,500 | UNCH | $480 |
ETN | 1,500 | UNCH | $480 |
See Full List: All Stocks Held By Walden Wealth Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Walden Wealth Partners LLC
Size ($ in 1000's)
At 03/31/2024: $172,363 At 12/31/2023: $158,797 Walden Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walden Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |