GF

Grey Fox Wealth Advisors, LLC

13F
Grey Fox Wealth Advisors, LLC
Last update 2025-05-02 95 Stocks (8 new)
Value $332.00 Mil Turnover 6 %
Countries:
Top Holdings: VTV(15.38%)VUG(12.45%)VEA(8.75%)AGG(8.60%)VBR(6.13%)
Summary Stock Picks Current Portfolio
Grey Fox Wealth Advisors, LLC 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
VTV
Vanguard Value ETF
295,989
51,129.0
+2.85%
15.380
+0.43%
0.040
+12.38%
+5.99%
133,164.7
 
VUG
Vanguard Growth ETF
111,652
41,402.8
-0.14%
12.450
-0.02%
0.030
+31.56%
+9.91%
165,246.7
 
VEA
Vanguard FTSE Developed Markets ETF
572,182
29,084.1
+5.78%
8.750
+0.48%
0.020
+13.77%
+20.72%
159,422.0
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
288,986
28,586.5
-5.14%
8.600
-0.47%
0.020
+2.12%
+3.52%
128,191.3
 
VBR
Vanguard Small Cap Value ETF
109,424
20,384.5
+4.41%
6.130
+0.26%
0.070
+18.03%
+1.79%
28,456.1
 
VO
Vanguard Mid-Cap ETF
66,545
17,209.8
+4.87%
5.180
+0.24%
0.020
+18.42%
+8.12%
79,423.8
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
174,452
13,771.2
-2.51%
4.140
-0.11%
0.040
+2.17%
+3.89%
34,969.4
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
145,139
12,046.5
+2.37%
3.620
+0.08%
0.380
+18.51%
-0.03%
3,445.4
 
VNQ
Vanguard Real Estate Index Fund ETF
81,234
7,354.9
+6.45%
2.210
+0.13%
0.020
+7.25%
+3.43%
33,539.8
 
SPEM
SPDR Portfolio Emerging Markets ETF
180,401
7,102.4
+6.83%
2.140
+0.14%
0.070
+17.39%
+15.46%
12,610.2
 

Grey Fox Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Grey Fox Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+1.62%
●
73.78 ($75.44) 76.59
$76.79
1.79%
Add 462.49%
85,363
70,187
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.48%
●
47.4 ($50.6) 52.99
$57.01
12.67%
Add 5.78%
572,182
31,276
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.47%
●
95.85 ($97.76) 99.25
$98.38
0.63%
Reduce -5.14%
288,986
-15,662
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.43%
●
167.73 ($174.39) 179.21
$177.43
1.74%
Add 2.85%
295,989
8,202
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Add
Add
+0.29%
●
66.9 ($69.41) 71.57
$68.25
-1.67%
Add 29.21%
59,976
13,558
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.26%
●
182.99 ($197.54) 207.75
$199.49
0.99%
Add 4.41%
109,424
4,625
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.24%
●
251.87 ($268.43) 277.95
$283.21
5.51%
Add 4.87%
66,545
3,091
VTWG
Vanguard Russell 2000 Growth Index Fund
Vanguard Russell 2000 Growth Index Fund
2025-03-31
Add
Add
+0.21%
●
185.73 ($206.07) 221.19
$212.26
3.00%
Add 64.72%
9,402
3,694
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-0.21%
●
71.17 ($72.57) 73.66
$73.06
0.68%
Reduce -38.32%
15,410
-9,572
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.17%
●
25.77 ($26.84) 27.6
$27.96
4.17%
Add 17.26%
141,280
20,797

Grey Fox Wealth Advisors, LLC Total Holding History ($B)

To

Grey Fox Wealth Advisors, LLC's Asset Allocation

To

Grey Fox Wealth Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Grey Fox Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Grey Fox Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Grey Fox Wealth Advisors, LLC's Holdings Heat Map

Size field:

Grey Fox Wealth Advisors, LLC's Holdings Bubble Chart

Grey Fox Wealth Advisors, LLC News

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