The Analysis of BANNERMAN WEALTH MANAGEMENT GROUP, LLC's Holdings
Currently, BANNERMAN WEALTH MANAGEMENT GROUP, LLC holds 33 types of securities in its portfolio with a total value $141.1M. In the most recent quarter, they have increased their positions in DFCF (+17.9K shares, valued at $760.5K), DFAS (+7.8K shares, valued at $543.8K), AVLV (+4.9K shares, valued at $368.2K); decreased their positions in AVUS (-4.9K shares, valued at $542.8K), VUG (-320 shares, valued at $156.1K), ALNY (-100 shares, valued at $39.8K); initiated new positions in N/A (+768 shares, valued at $240.4K), DOV (+1.2K shares, valued at $234.2K), N/A (+645 shares, valued at $202.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.1M shares0.38%2025-12-312026-01-07
DFCF DIMENSIONAL ETF TRUST394.6K shares4.74%2025-12-312026-01-07 DFAI DIMENSIONAL ETF TRUST328.8K shares2.38%2025-12-312026-01-07 DFAS DIMENSIONAL ETF TRUST173.0K shares4.72%2025-12-312026-01-07 AVLV AMERICAN CENTY ETF TR150.9K shares3.33%2025-12-312026-01-07 DFAE DIMENSIONAL ETF TRUST159.9K shares1.76%2025-12-312026-01-07 AVDV AMERICAN CENTY ETF TR53.6K shares-0.15%2025-12-312026-01-07 AVES AMERICAN CENTY ETF TR85.3K shares2.05%2025-12-312026-01-07 AVUS AMERICAN CENTY ETF TR42.3K shares-10.30%2025-12-312026-01-07 IAGG ISHARES TR69.2K shares5.28%2025-12-312026-01-07 DFAR DIMENSIONAL ETF TRUST146.7K shares7.12%2025-12-312026-01-07 NVDA NVIDIA CORPORATION13.0K shares-0.85%2025-12-312026-01-07 AVIG AMERICAN CENTY ETF TR53.7K shares-1.17%2025-12-312026-01-07 IWD ISHARES TR8.0K shares-0.29%2025-12-312026-01-07 AMZN AMAZON COM INC5.3K shares5.99%2025-12-312026-01-07 DFUV DIMENSIONAL ETF TRUST26.2K shares0.00%2025-12-312026-01-07 EEM ISHARES TR15.0K shares-1.71%2025-12-312026-01-07 ALNY ALNYLAM PHARMACEUTICALS INC1.9K shares-4.89%2025-12-312026-01-07 DFAW DIMENSIONAL ETF TRUST9.8K shares0.84%2025-12-312026-01-07 AVDE AMERICAN CENTY ETF TR8.3K shares0.04%2025-12-312026-01-07 AAPL APPLE INC2.5K shares13.55%2025-12-312026-01-07 VUG VANGUARD INDEX FDS1.3K shares-19.51%2025-12-312026-01-07 MSFT MICROSOFT CORP1.1K shares9.11%2025-12-312026-01-07 AVEM AMERICAN CENTY ETF TR6.6K shares-2.67%2025-12-312026-01-07 MCK MCKESSON CORP558 shares-1.93%2025-12-312026-01-07 AVUV AMERICAN CENTY ETF TR4.3K shares-0.05%2025-12-312026-01-07 WM WASTE MGMT INC DEL1.6K shares1.58%2025-12-312026-01-07 SCHK SCHWAB STRATEGIC TR9.4K shares0.00%2025-12-312026-01-07 DLS WISDOMTREE TR3.7K shares-2.57%2025-12-312026-01-07 DIS DISNEY WALT CO2.5K shares0.40%2025-12-312026-01-07 ALPHABET INC ALPHABET INC768 sharesnew addition2025-12-312026-01-07 DOV DOVER CORP1.2K sharesnew addition2025-12-312026-01-07 ALPHABET INC ALPHABET INC645 sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available