The Analysis of Infinity Wealth Counsel, LLC's Holdings
Currently, Infinity Wealth Counsel, LLC holds 62 types of securities in its portfolio with a total value $109.8M. In the most recent quarter, they have increased their positions in BSCW (+99.4K shares, valued at $2.1M), BSCX (+85.3K shares, valued at $1.8M), BSCY (+62.2K shares, valued at $1.3M); decreased their positions in NEAR (-17.3K shares, valued at $884.5K), VUSB (-8.8K shares, valued at $437.3K), IVV (-407 shares, valued at $278.8K); initiated new positions in CVX (+5.5K shares, valued at $842.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS14.8K shares-2.62%2025-12-312026-01-15
VIG VANGUARD SPECIALIZED FUNDS24.4K shares1.27%2025-12-312026-01-15 IVV ISHARES TR7.4K shares-5.23%2025-12-312026-01-15 VV VANGUARD INDEX FDS15.6K shares-5.01%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS53.5K shares13.32%2025-12-312026-01-15 VYM VANGUARD WHITEHALL FDS28.8K shares0.33%2025-12-312026-01-15 BSCS INVESCO EXCH TRD SLF IDX FD179.4K shares3.79%2025-12-312026-01-15 BSCR INVESCO EXCH TRD SLF IDX FD185.3K shares5.19%2025-12-312026-01-15 BSCQ INVESCO EXCH TRD SLF IDX FD182.3K shares6.44%2025-12-312026-01-15 BSCT INVESCO EXCH TRD SLF IDX FD183.4K shares1.32%2025-12-312026-01-15 BSCU INVESCO EXCH TRD SLF IDX FD192.8K shares12.83%2025-12-312026-01-15 BSCV INVESCO EXCH TRD SLF IDX FD186.3K shares21.77%2025-12-312026-01-15 VTV VANGUARD INDEX FDS16.2K shares0.59%2025-12-312026-01-15 VBK VANGUARD INDEX FDS10.0K shares1.99%2025-12-312026-01-15 BSCW INVESCO EXCH TRD SLF IDX FD140.2K shares243.47%2025-12-312026-01-15 VIGI VANGUARD WHITEHALL FDS30.6K shares2.26%2025-12-312026-01-15 IEFA ISHARES TR30.6K shares0.82%2025-12-312026-01-15 VNQ VANGUARD INDEX FDS30.2K shares5.00%2025-12-312026-01-15 BSCX INVESCO EXCH TRD SLF IDX FD123.0K shares226.91%2025-12-312026-01-15 PFF ISHARES TR78.3K shares15.18%2025-12-312026-01-15 VB VANGUARD INDEX FDS9.0K shares0.54%2025-12-312026-01-15 BSCY INVESCO EXCH TRD SLF IDX FD89.7K shares225.99%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F33.3K shares-0.51%2025-12-312026-01-15 IVE ISHARES TR8.1K shares-0.49%2025-12-312026-01-15 VBR VANGUARD INDEX FDS7.5K shares2.39%2025-12-312026-01-15 BSCZ INVESCO EXCH TRD SLF IDX FD74.4K shares287.60%2025-12-312026-01-15 DFAI DIMENSIONAL ETF TRUST35.7K shares7.39%2025-12-312026-01-15 DFAR DIMENSIONAL ETF TRUST54.0K shares37.37%2025-12-312026-01-15 DVY ISHARES TR8.7K shares-0.40%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO8.3K shares0.00%2025-12-312026-01-15 NEAR ISHARES U S ETF TR23.1K shares-42.89%2025-12-312026-01-15 FELG FIDELITY COVINGTON TRUST27.1K shares13.55%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR1.6K shares-1.25%2025-12-312026-01-15 DFLV DIMENSIONAL ETF TRUST26.9K shares26.40%2025-12-312026-01-15 CVX CHEVRON CORP NEW5.5K sharesnew addition2025-12-312026-01-15 VYMI VANGUARD WHITEHALL FDS9.1K shares0.00%2025-12-312026-01-15 AAPL APPLE INC2.9K shares0.00%2025-12-312026-01-15 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-15 VUSB VANGUARD BD INDEX FDS14.8K shares-37.29%2025-12-312026-01-15 DFAE DIMENSIONAL ETF TRUST17.0K shares12.52%2025-12-312026-01-15 IYR ISHARES TR5.3K shares8.19%2025-12-312026-01-15 MSFT MICROSOFT CORP928 shares-2.62%2025-12-312026-01-15 DES WISDOMTREE TR13.3K shares3.10%2025-12-312026-01-15 BROADCOM INC BROADCOM INC1.3K shares-16.35%2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.4K shares0.00%2025-12-312026-01-15 NVDA NVIDIA CORPORATION1.9K shares0.00%2025-12-312026-01-15 DFSV DIMENSIONAL ETF TRUST10.5K shares13.91%2025-12-312026-01-15 FALN ISHARES TR11.7K shares-13.70%2025-12-312026-01-15 VGT VANGUARD WORLD FD400 shares0.00%2025-12-312026-01-15 SPYG SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-01-15 IJR ISHARES TR2.4K shares-1.85%2025-12-312026-01-15 DFAS DIMENSIONAL ETF TRUST3.6K shares15.55%2025-12-312026-01-15 CLF CLEVELAND-CLIFFS INC NEW18.3K shares0.00%2025-12-312026-01-15 ISTB ISHARES TR5.0K shares-1.98%2025-12-312026-01-15 AMZN AMAZON COM INC1.0K shares-0.68%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS3.5K shares-6.58%2025-12-312026-01-15 QYLD GLOBAL X FDS10.0K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available