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SpringVest Wealth Management LLC13F | |
| SpringVest Wealth Management LLC | |
| Last update 2025-05-07 | 56 Stocks (7 new) |
| Value $121.00 Mil | Turnover 4 % |
SpringVest Wealth Management L... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 269,001 | 21,993.5 | -1.84% | 18.240 | -0.35% | 0.040 | +4.16% | +5.26% | 53,546.4 | ||
BRK.B | Berkshire Hathaway Inc | 24,415 | 13,002.9 | -0.86% | 10.780 | -0.08% | 0.000 | -6.38% | +4.70% | 1,024,022.7 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 17,404 | 9,765.1 | -1.01% | 8.100 | -0.09% | 0.000 | +23.13% | +8.28% | 646,641.5 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 184,024 | 9,174.5 | -8.64% | 7.610 | -0.74% | 0.180 | +1.03% | +2.38% | 5,306.2 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 108,624 | 8,574.8 | +5.27% | 7.110 | +0.36% | 0.020 | +2.15% | +3.87% | 35,037.9 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 185,364 | 4,927.0 | -1.33% | 4.090 | -0.06% | 0.040 | +15.10% | +8.87% | 12,837.8 | ||
DFCF | Dimensional Core Fixed Income ETF | 103,202 | 4,340.7 | +6.34% | 3.600 | +0.21% | 0.070 | +3.20% | +4.18% | 7,149.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 136,696 | 4,269.0 | +4.78% | 3.540 | +0.16% | 0.050 | +12.93% | +20.22% | 10,539.7 | ||
AEP | American Electric Power Co Inc | 34,474 | 3,766.9 | -0.75% | 3.120 | -0.02% | 0.010 | +3.84% | +19.93% | 58,021.6 | Utilities - Regulated | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 94,802 | 3,644.2 | -1.30% | 3.020 | -0.04% | 0.050 | +23.15% | +7.48% | 8,755.3 |
SpringVest Wealth Management LLC's Historical Top Holdings Breakdowns
SpringVest Wealth Management LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | New Buy New Buy | +1.22% | 91.45 ($91.59) 91.75 | $91.65 | 0.07% | New holding | 15,985 | 15,985 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Reduce Reduce | -0.74% | 49.61 ($49.73) 49.89 | $49.80 | 0.13% | Reduce -8.64% | 184,024 | -17,397 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.36% | 77.7 ($78.41) 78.94 | $79.31 | 1.14% | Add 5.27% | 108,624 | 5,442 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +0.35% | 63.07 ($68.94) 73.5 | $77.65 | 12.63% | New holding | 6,070 | 6,070 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.35% | 79.17 ($80.9) 82.04 | $82.57 | 2.06% | Reduce -1.84% | 269,001 | -5,048 | |
QLD | ProShares Ultra QQQ 2x Shares | 2025-03-31 | New Buy New Buy | +0.29% | 88.88 ($105.81) 119.12 | $123.10 | 16.34% | New holding | 4,002 | 4,002 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Add Add | +0.25% | 46.74 ($47.22) 47.57 | $48.08 | 1.82% | Add 24.75% | 31,519 | 6,254 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.24% | 209.68 ($231.67) 247.1 | $213.34 | -7.91% | Reduce -18.36% | 4,997 | -1,124 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.24% | 57.21 ($62.1) 65.8 | $63.53 | 2.31% | Reduce -12.03% | 33,378 | -4,563 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.23% | 102.49 ($112.84) 119.96 | $112.63 | -0.19% | Sold Out | 0 | -2,295 |
SpringVest Wealth Management LLC Total Holding History ($B)
SpringVest Wealth Management LLC's Asset Allocation
SpringVest Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SpringVest Wealth Management LLC's Hypothetical Growth since 2025-03-31
SpringVest Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SpringVest Wealth Management LLC's Holdings Heat Map
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SpringVest Wealth Management LLC's Holdings Bubble Chart
SpringVest Wealth Management LLC News
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