Filer Name: SPRINGVEST WEALTH MANAGEMENT LLC
CIK: 2058986
Period: 2024-12-31
Filed At: 2025-03-10
Number of Holdings: 53
Portfolio Value: $0.12B

Springvest Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VCIT US VANGUARD INT-TERM CORPORATE 274,049 $22M 18.84% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 24,626 $11M 9.56% - -
SPY US SPDR S&P 500 ETF TRUST 17,582 $10M 8.86% - -
VUSB US VANGUARD ULTRA SHORT BOND ET 201,421 $10M 8.56% - -
VCSH US VANGUARD S/T CORP BOND ETF 103,182 $8M 6.90% - -
SCHV US SCHWAB US LARGE-CAP VALUE 187,863 $5M 4.20% - -
DFCF US DIMENSIONAL CORE FIXED INC 97,051 $4M 3.43% - -
DFAU US DIMENSIONAL US CORE EQUITY M 96,055 $4M 3.33% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 130,460 $4M 3.26% - -
AEP US AMERICAN ELECTRIC POWER 34,735 $3M 2.74% - -
SCHD US SCHWAB US DVD EQUITY ETF 99,925 $3M 2.34% - -
IVOO US VANGUARD S&P MID-CAP 400 ETF 23,101 $2M 2.09% - -
VTIP US VANGUARD SHORT-TERM TIPS 49,804 $2M 2.07% - -
IJH US ISHARES CORE S&P MIDCAP ETF 37,941 $2M 2.03% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 19,424 $2M 1.36% - -
AAPL US APPLE INC 6,121 $2M 1.31% - -
JHMM US JOHN HANCOCK MULTI FACT MID 24,369 $1M 1.25% - -
GLD US SPDR GOLD SHARES 5,328 $1M 1.11% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 18,517 $1M 1.03% - -
DFSD US DIMENSIONAL SHORT DURATION 25,265 $1M 1.01% - -
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