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
+16.54%
+6.40%
132,187.2
 
VUG
Vanguard Growth ETF
111,652
41,402.8
-0.14%
12.450
-0.02%
0.030
+33.18%
+7.06%
163,248.0
 
VEA
Vanguard FTSE Developed Markets ETF
572,182
29,084.1
+5.78%
8.750
+0.48%
0.020
+25.68%
+20.53%
157,444.7
 
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
+1.38%
+3.20%
127,749.8
 
VBR
Vanguard Small Cap Value ETF
109,424
20,384.5
+4.41%
6.130
+0.26%
0.070
+23.66%
+2.23%
28,400.2
 
VO
Vanguard Mid-Cap ETF
66,545
17,209.8
+4.87%
5.180
+0.24%
0.020
+23.89%
+7.68%
79,335.3
 
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
+2.19%
+3.43%
34,872.4
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
145,139
12,046.5
+2.37%
3.620
+0.08%
0.380
+24.27%
+0.13%
3,450.7
 
VNQ
Vanguard Real Estate Index Fund ETF
81,234
7,354.9
+6.45%
2.210
+0.13%
0.020
+12.79%
+2.07%
33,061.1
 
SPEM
SPDR Portfolio Emerging Markets ETF
180,401
7,102.4
+6.83%
2.140
+0.14%
0.070
+25.06%
+13.16%
12,299.2
 

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
$76.39
1.26%
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
$56.92
12.49%
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
$98.08
0.33%
Reduce -5.14%
288,986
-15,662
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.43%
●
167.73 ($174.39) 179.21
$178.11
2.13%
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
$68.07
-1.93%
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
$200.34
1.42%
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
$282.06
5.08%
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
$211.24
2.51%
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
$72.80
0.32%
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
$27.94
4.10%
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

  • 1

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

  • 1

Discussions on Grey Fox Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.