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Wescott Financial Advisory Group LLC Top Holdings
As of  12/31/2023, below is a summary of the Wescott Financial Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Wescott Financial Advisory Group LLC. In the Wescott Financial Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wescott Financial Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Wescott Financial Advisory Group LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 269,340 +212,872 $117,648
     VOO269,340+212,872$117,648
INVESCO QQQ TR 148,150 +18,953 $60,671
     QQQ148,150+18,953$60,671
VANGUARD WELLINGTON FD (VTES) 481,044 +25,344 $48,783
     VTES481,044+25,344$48,783
DIMENSIONAL ETF TRUST (DFUV) 974,313 +5,440 $36,264
     DFUV974,313+5,440$36,264
ISHARES TR (IWS) 279,078 -1,099 $32,454
     IWS279,078-1,099$32,454
DIMENSIONAL ETF TRUST (DFGR) 1,117,315 -4,909 $29,028
     DFGR1,117,315-4,909$29,028
ISHARES TR (IVV) 59,156 +2,737 $28,255
     IVV59,156+2,737$28,255
ISHARES TR (IWB) 107,042 -747 $28,073
     IWB107,042-747$28,073
VANGUARD SCOTTSDALE FDS (VCSH) 284,016 -1,175 $21,974
     VCSH284,016-1,175$21,974
ISHARES TR (IEFA) 288,022 +22,447 $20,262
     IEFA288,022+22,447$20,262
MERCK & CO INC 150,608 -1,290 $16,419
     MRK150,608-1,290$16,419
APPLE INC 79,001 +674 $15,210
     AAPL79,001+674$15,210
DIMENSIONAL ETF TRUST (DFIV) 421,357 +13,035 $14,478
     DFIV421,357+13,035$14,478
SPDR SER TR (SPTS) 365,911 -40,224 $10,630
     SPTS365,911-40,224$10,630
VANGUARD BD INDEX FDS (BIV) 135,135 +51,596 $10,322
     BIV135,135+51,596$10,322
VANGUARD INDEX FDS (VO) 32,837 -419 $7,639
     VO32,837-419$7,639
DIMENSIONAL ETF TRUST (DFAE) 291,747 +11,651 $7,034
     DFAE291,747+11,651$7,034
DIMENSIONAL ETF TRUST (DFIS) 281,676 -7,839 $6,808
     DFIS281,676-7,839$6,808
VANGUARD INDEX FDS (VUG) 21,204 -907 $6,592
     VUG21,204-907$6,592
DIMENSIONAL ETF TRUST (DFLV) 232,975 +39,759 $6,302
     DFLV232,975+39,759$6,302
ISHARES TR (IJH) 22,340 -434 $6,192
     IJH22,340-434$6,192
DIMENSIONAL ETF TRUST (DFAS) 103,723 +11,537 $6,184
     DFAS103,723+11,537$6,184
ISHARES TR (IWP) 59,026 +59,026 $6,166
     IWP59,026+59,026$6,166
ISHARES TR (AGG) 61,316 -18,054 $6,086
     AGG61,316-18,054$6,086
VANGUARD STAR FDS (VXUS) 102,841 +2,529 $5,961
     VXUS102,841+2,529$5,961
ISHARES TR (LRGF) 106,294 -2,141 $5,133
     LRGF106,294-2,141$5,133
ISHARES TR (ISTB) 106,309 +14,893 $5,056
     ISTB106,309+14,893$5,056
VANGUARD INDEX FDS (VTV) 32,506 +2,070 $4,860
     VTV32,506+2,070$4,860
VANGUARD BD INDEX FDS (BSV) 62,076 -5,752 $4,781
     BSV62,076-5,752$4,781
ELI LILLY & CO 8,201 +209 $4,781
     LLY8,201+209$4,781
DIMENSIONAL ETF TRUST (DFNM) 93,288 -12,485 $4,525
     DFNM93,288-12,485$4,525
ISHARES TR (IVE) 24,843 +1,206 $4,320
     IVE24,843+1,206$4,320
SCHWAB STRATEGIC TR 55,540 -934 $4,183
     SCHM55,540-934$4,183
ISHARES TR (SUSB) 170,631 +2,250 $4,177
     SUSB170,631+2,250$4,177
ISHARES TR (IJR) 38,491 -612 $4,167
     IJR38,491-612$4,167
ISHARES TR (IVW) 54,142 +5,220 $4,066
     IVW54,142+5,220$4,066
SPDR SER TR (SPLG) 65,582 +481 $3,666
     SPLG65,582+481$3,666
VANGUARD TAX MANAGED FDS (VEA) 74,376 +9,807 $3,563
     VEA74,376+9,807$3,563
ISHARES TR (IXUS) 54,754 +1,816 $3,555
     IXUS54,754+1,816$3,555
PROCTER AND GAMBLE CO 21,914 +4 $3,211
     PG21,914+4$3,211
ISHARES TR (AAXJ) 47,407 +47,407 $3,156
     AAXJ47,407+47,407$3,156
VANGUARD SCOTTSDALE FDS (VGSH) 44,224 +8,701 $2,580
     VGSH44,224+8,701$2,580
ISHARES INC (IEMG) 50,388 +48 $2,549
     IEMG50,388+48$2,549
ISHARES TR (IGSB) 49,221 +7,642 $2,524
     IGSB49,221+7,642$2,524
ISHARES TR (USMV) 31,058 -2,718 $2,423
     USMV31,058-2,718$2,423
SPDR SER TR (SPSB) 80,218 -37,855 $2,389
     SPSB80,218-37,855$2,389
ISHARES TR (ACWI) 23,242 +3,985 $2,365
     ACWI23,242+3,985$2,365
ISHARES TR (SHY) 25,781 -6,282 $2,115
     SHY25,781-6,282$2,115
ISHARES TR (IWF) 6,859 +11 $2,079
     IWF6,859+11$2,079
VANGUARD INDEX FDS (VOE) 14,296 -161 $2,073
     VOE14,296-161$2,073

See Full List: All Stocks Held By Wescott Financial Advisory Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC Info
Size ($ in 1000's)
At 12/31/2023: $713,829
At 09/30/2023: $546,988

Wescott Financial Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wescott Financial Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

Wescott Financial Advisory Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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