DS

DROMS STRAUSS ADVISORS INC /MO/ /ADV

13F
DROMS STRAUSS ADVISORS INC /MO/ /ADV
Last update 2025-05-02 65 Stocks (2 new)
Value $291.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(16.87%)GSLC(15.20%)IVE(8.35%)IVW(7.94%)VTV(7.22%)
Summary Stock Picks Current Portfolio
DROMS STRAUSS ADVISORS INC /MO... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
87,469
49,148.8
-2.25%
16.870
-0.39%
0.010
+16.68%
+7.37%
623,772.3
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
402,275
44,282.4
-1.72%
15.200
-0.26%
0.350
+16.41%
+7.31%
13,991.6
 
IVE
iShares S&P 500 Value ETF
127,571
24,312.5
+2.27%
8.350
+0.19%
0.060
+8.84%
+4.93%
39,744.8
 
IVW
iShares S&P 500 Growth ETF
249,274
23,140.1
+0.40%
7.940
+0.03%
0.050
+24.45%
+9.38%
61,026.0
 
VTV
Vanguard Value ETF
121,733
21,028.2
+0.08%
7.220
+0.01%
0.020
+8.26%
+7.31%
131,767.6
 
QQQ
INVESCO QQQ Trust
34,773
16,305.8
-1.82%
5.600
-0.11%
0.010
+23.56%
+9.08%
357,232.3
 
IWO
iShares Russell 2000 Growth ETF
59,576
15,223.5
+39.97%
5.230
+1.49%
0.140
+19.96%
+1.74%
11,769.5
 
SCHX
Schwab U.S. Large-Cap ETF
253,740
5,602.6
-0.54%
1.920
-0.01%
0.010
+17.13%
+7.49%
56,642.8
 
VUG
Vanguard Growth ETF
13,546
5,023.2
-2.88%
1.720
-0.05%
0.000
+24.44%
+7.95%
152,432.4
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
209,140
4,853.0
+6.00%
1.670
+0.09%
0.190
+1.41%
+4.25%
2,673.0
 

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Historical Top Holdings Breakdowns

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWO
iShares Russell 2000 Growth ETF
2025-03-31
Add
Add
+1.49%
●
254.58 ($282.23) 302.92
$292.05
3.48%
Add 39.97%
59,576
17,013
IJT
ISHARES TRUST
2025-03-31
Reduce
Reduce
-1.02%
●
121 ($133.74) 142.28
$136.36
1.96%
Reduce -39.22%
35,616
-22,978
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.39%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -2.25%
87,469
-2,010
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2025-03-31
Reduce
Reduce
-0.26%
●
108.02 ($115.65) 120.45
$122.89
6.26%
Reduce -1.72%
402,275
-7,030
IVE
iShares S&P 500 Value ETF
2025-03-31
Add
Add
+0.19%
●
185.78 ($193.5) 198.58
$198.67
2.67%
Add 2.27%
127,571
2,835
PM
Philip Morris International Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
117.15 ($141.65) 158.79
$178.88
26.28%
Sold Out
0
-4,532
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2025-03-31
Add
Add
+0.15%
●
24.79 ($25.06) 25.26
$25.28
0.88%
Add 11.9%
162,182
17,252
AAPL
Apple Inc
2025-03-31
Add
Add
+0.12%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 10.36%
16,653
1,563
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.11%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Reduce -1.82%
34,773
-645
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
2025-03-31
Add
Add
+0.11%
●
23.9 ($24.05) 24.18
$24.16
0.46%
Add 7.33%
190,148
12,992

DROMS STRAUSS ADVISORS INC /MO/ /ADV Total Holding History ($B)

To

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Asset Allocation

To

DROMS STRAUSS ADVISORS INC /MO/ /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Hypothetical Growth since 2025-03-31

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Holdings Heat Map

Size field:

DROMS STRAUSS ADVISORS INC /MO/ /ADV's Holdings Bubble Chart

DROMS STRAUSS ADVISORS INC /MO/ /ADV News

  • 1

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