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Abound Wealth Management13F | |
| Abound Wealth Management | |
| Last update 2025-07-14 | 1298 Stocks (81 new) |
| Value $354.00 Mil | Turnover 11 % |
Abound Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 387,319 | 42,330.0 | +3.51% | 11.960 | +0.41% | 0.050 | +16.61% | -0.93% | 83,183.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 405,627 | 40,238.2 | +4.33% | 11.370 | +0.47% | 0.030 | +1.65% | +3.49% | 128,152.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 496,226 | 28,289.8 | -2.49% | 7.990 | -0.22% | 0.020 | +13.26% | +22.33% | 163,588.6 | ||
IVV | iShares Core S&P 500 ETF | 37,093 | 23,031.2 | -2.31% | 6.510 | -0.16% | 0.000 | +18.50% | +8.26% | 642,209.1 | ||
VV | Vanguard Large Cap ETF | 78,515 | 22,400.3 | +474.74% | 6.330 | +5.23% | 0.060 | +18.68% | +8.48% | 40,789.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 785,387 | 19,194.9 | +2.30% | 5.420 | +0.12% | 0.030 | +18.71% | +8.37% | 57,603.9 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 314,806 | 18,897.8 | -10.67% | 5.340 | -0.68% | 0.020 | +16.44% | +18.79% | 100,742.8 | ||
VOO | Vanguard S&P 500 ETF | 28,131 | 15,979.5 | +6.39% | 4.510 | +0.27% | 0.000 | +18.45% | +8.18% | 663,622.4 | ||
VB | Vanguard Small Cap ETF | 65,464 | 15,515.2 | +14.14% | 4.380 | +0.54% | 0.030 | +17.58% | +2.97% | 62,181.4 | ||
VTI | Vanguard Total Stock Market ETF | 42,688 | 12,974.2 | -16.94% | 3.670 | -0.80% | 0.000 | +18.59% | +7.80% | 478,431.4 |
Abound Wealth Management's Historical Top Holdings Breakdowns
Abound Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VV | Vanguard Large Cap ETF | 2025-06-30 | Add Add | +5.23% | 228.25 ($263.38) 285.3 | $292.56 | 11.08% | Add 474.74% | 78,515 | 64,854 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Reduce Reduce | -0.80% | 243.75 ($281.15) 303.93 | $312.41 | 11.12% | Reduce -16.94% | 42,688 | -8,707 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Add Add | +0.69% | 108.12 ($124.74) 135.04 | $138.81 | 11.28% | Add 96.06% | 36,587 | 17,926 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Reduce Reduce | -0.68% | 47.74 ($55.77) 60.03 | $62.03 | 11.22% | Reduce -10.67% | 314,806 | -37,617 | |
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.54% | 193.73 ($223.07) 237.37 | $247.42 | 10.92% | Add 14.14% | 65,464 | 8,110 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Add Add | +0.47% | 96.82 ($98) 99.46 | $98.35 | 0.36% | Add 4.33% | 405,627 | 16,839 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-06-30 | Add Add | +0.45% | 20.42 ($23.64) 25.3 | $26.53 | 12.23% | Add 87.37% | 135,752 | 63,301 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.41% | 90.56 ($103.39) 109.49 | $114.15 | 10.41% | Add 3.51% | 387,319 | 13,128 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Add Add | +0.31% | 102.31 ($103.99) 105.8 | $103.54 | -0.43% | Add 68.17% | 25,810 | 10,462 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.27% | 456.74 ($525.37) 568.03 | $582.86 | 10.94% | Add 6.39% | 28,131 | 1,689 |
Abound Wealth Management Total Holding History ($B)
Abound Wealth Management's Asset Allocation
Abound Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Abound Wealth Management's Hypothetical Growth since 2025-06-30
Abound Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Abound Wealth Management's Holdings Heat Map
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Abound Wealth Management's Holdings Bubble Chart
Abound Wealth Management News
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