Filer Name: VSM WEALTH ADVISORY, LLC
CIK: 2050660
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 474
Portfolio Value: $0.28B

Vsm Wealth Advisory, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VV US VANGUARD LARGE-CAP ETF 169,029 $46M 16.26% - -
VCSH US VANGUARD S/T CORP BOND ETF 195,852 $15M 5.45% - -
MGC US VANGUARD MEGA CAP ETF 70,582 $15M 5.35% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 45,891 $13M 4.74% - -
VYM US VANGUARD HIGH DVD YIELD ETF 101,269 $13M 4.61% - -
VB US VANGUARD SMALL-CAP ETF 53,452 $13M 4.58% - -
VO US VANGUARD MID-CAP ETF 44,347 $12M 4.18% - -
SCHB US SCHWAB US BROAD MARKET ETF 480,372 $11M 3.89% - -
VEU US VANGUARD FTSE ALL-WORLD EX-U 156,179 $9M 3.20% - -
SCHX US SCHWAB US LARGE-CAP ETF 368,539 $9M 3.05% - -
VXF US VANGUARD EXTENDED MARKET ETF 44,911 $9M 3.04% - -
DFAU US DIMENSIONAL US CORE EQUITY M 186,040 $8M 2.69% - -
DFUS US DIMENSIONAL US EQ MKT ETF 104,313 $7M 2.37% - -
VEA US VANGUARD FTSE DEVELOPED ETF 127,762 $6M 2.18% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 167,697 $6M 2.07% - -
VTV US VANGUARD VALUE ETF 32,585 $6M 1.97% - -
VUG US VANGUARD GROWTH ETF 11,816 $5M 1.73% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 83,828 $4M 1.50% - -
SCHZ US SCHWAB US AGGREGATE BOND ETF 176,358 $4M 1.43% - -
PG US PROCTER & GAMBLE CO/THE 23,174 $4M 1.39% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us