AW
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Abound Wealth Management13F | |
| Abound Wealth Management | |
| Last update 2025-04-17 | 1270 Stocks (119 new) |
| Value $300.00 Mil | Turnover 7 % |
Abound Wealth Management Top Holdings of 2025-03-31
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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 | 374,191 | 39,129.2 | +6.66% | 13.060 | +0.82% | 0.050 | -7.66% | -9.47% | 75,890.1 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 388,788 | 38,458.9 | +6.37% | 12.840 | +0.77% | 0.030 | +0.16% | +1.66% | 122,355.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 508,923 | 25,868.5 | -4.04% | 8.630 | -0.33% | 0.020 | +7.89% | +15.61% | 145,522.7 | ||
IVV | iShares Core S&P 500 ETF | 37,972 | 21,336.3 | +8.38% | 7.120 | +0.55% | 0.000 | -3.16% | -0.83% | 579,639.5 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 352,423 | 19,020.3 | -47.37% | 6.350 | -5.32% | 0.020 | +3.48% | +10.02% | 88,517.4 | ||
SCHX | Schwab U.S. Large-Cap ETF | 767,721 | 16,951.3 | +1.26% | 5.660 | +0.07% | 0.030 | -3.21% | -0.83% | 52,785.9 | ||
VTI | Vanguard Total Stock Market ETF | 51,395 | 14,125.5 | +27.78% | 4.710 | +1.02% | 0.000 | -3.34% | -1.30% | 430,536.9 | ||
VOO | Vanguard S&P 500 ETF | 26,442 | 13,588.6 | +4.93% | 4.540 | +0.21% | 0.000 | -3.17% | -0.85% | 575,678.9 | ||
VB | Vanguard Small Cap ETF | 57,354 | 12,718.3 | +15.82% | 4.240 | +0.58% | 0.020 | -5.40% | -5.66% | 56,938.8 | ||
AAPL | Apple Inc | 39,642 | 8,805.6 | +14.81% | 2.940 | +0.38% | 0.000 | -20.37% | -21.83% | 2,916,518.7 | Hardware |
Abound Wealth Management's Historical Top Holdings Breakdowns
Abound Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEMG | iShares Core MSCI Emerging Markets ETF | 2025-03-31 | Reduce | -5.32% | 50.83 ($53.83) 55.94 | $57.45 | 6.72% | Reduce -47.37% | 352,423 | -317,218 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add | +1.02% | 271.18 ($290.53) 303.12 | $285.04 | -1.89% | Add 27.78% | 51,395 | 11,173 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add | +0.82% | 102.49 ($112.84) 119.96 | $103.99 | -7.84% | Add 6.66% | 374,191 | 23,378 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2025-03-31 | Add | +0.77% | 95.85 ($97.76) 99.25 | $97.24 | -0.53% | Add 6.37% | 388,788 | 23,289 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add | +0.62% | 64.88 ($69.16) 72.1 | $68.13 | -1.49% | Add 101.3% | 55,900 | 28,130 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add | +0.58% | 217.89 ($238.81) 252.64 | $225.77 | -5.46% | Add 15.82% | 57,354 | 7,835 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add | +0.55% | 554.06 ($590.51) 615.85 | $582.00 | -1.44% | Add 8.38% | 37,972 | 2,937 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Reduce | -0.54% | 42.5 ($45.01) 46.71 | $47.80 | 6.20% | Reduce -23.47% | 123,952 | -38,006 | |
AAPL | Apple Inc | 2025-03-31 | Add | +0.38% | 209.68 ($231.67) 247.1 | $195.27 | -15.71% | Add 14.81% | 39,642 | 5,115 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce | -0.33% | 47.4 ($50.6) 52.99 | $55.03 | 8.75% | Reduce -4.04% | 508,923 | -21,432 |
Abound Wealth Management Total Holding History ($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 2025-03-31
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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