VSM Wealth Advisory, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$278.3M
Holdings
497
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (497 positions)
| Stock | Value |
|---|---|
VVVANGUARD LARGE CAP ETF | $42.9M |
VCSHVANGUARD SHORT TERM COR BD ETF | $16.7M |
MGCVANGUARD MEGA CAP ETF | $14.9M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $13.1M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $12.8M |
VBVANGUARD SMALL CAP ETF | $11.9M |
VOVANGUARD MID CAP ETF | $11.0M |
SCHBSCHWAB US BROAD MARKET ETF | $10.3M |
VEUVANGUARD FTSE ALL WORLD EX US ETF | $9.4M |
SCHXSCHWAB US LARGE CAP ETF | $8.2M |
DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | $7.7M |
VXFVANGUARD EXTENDED MARKETETF | $7.4M |
VTVVANGUARD VALUE ETF | $7.1M |
DFUSDIMENSIONAL US EQUITY MARKET ETF | $6.6M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $6.6M |
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $6.0M |
VUGVANGUARD GROWTH ETF | $6.0M |
VTEBVANGUARD MUNI BND TAX EXEMPT ETF | $4.1M |
SCHZSCHWAB US AGGREGATE BONDETF | $4.1M |
PGPROCTER & GAMBLE CO | $3.9M |
MINTPIMCO ENHANCED SHRT MATURTY ACTV ETF | $3.5M |
VOOVANGUARD S&P 500 ETF | $3.2M |
XOMEXXON MOBIL CORP | $2.9M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $2.9M |
AAPLAPPLE INC | $2.6M |
MSFTMICROSOFT CORP | $2.4M |
SCHMSCHWAB STRATEGI/US MID-CAP ETF | $2.1M |
SCHASCHWAB US SMALL CAP ETF | $1.6M |
BRK/BBERKSHIRE HATHAWAY CLASS B | $1.6M |
LLYELI LILLY AND CO | $1.5M |
DFASDIMENSIONAL U S SMALL CAP ETF | $1.2M |
VNQVANGUARD REAL ESTATE ETF | $1.2M |
BONDPIMCO ACTIVE BOND ETF | $1.1M |
MGVVANGUARD MEGA CAP VALUE ETF | $1.0M |
VBRVANGUARD SMALL CAP VALUEETF | $967K |
HDHOME DEPOT INC | $939K |
SPYSPDR S&P 500 ETF | $920K |
JNJJOHNSON & JOHNSON | $881K |
MCXMCCORMICK & CO INC | $796K |
IVVISHARES CORE S&P 500 ETF | $779K |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $744K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $721K |
JPMJPMORGAN CHASE & CO | $708K |
SCHOSCHWAB SHORT TERM US TREASURY ETF | $683K |
IBMIBM CORP | $671K |
ESGVVANGUARD ESG U.S. STOCK ETF | $590K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $579K |
CEGCONSTELLATION ENERGY COR | $544K |
BSVVANGUARD SHORT-TERM BONDETF | $542K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $525K |
WMWASTE MGMT INC DEL | $503K |
GQ9SPDR GOLD SHARES ETF | $499K |
VTVANGUARD TOTAL WORLD STOCK ETF | $462K |
CATCATERPILLAR INC | $462K |
AONAON PLC FCLASS A | $461K |
IVEISHARES S&P 500 VALUE ETF | $454K |
DUKDUKE ENERGY CORP NEW | $439K |
SCHHCHARLES SCHWAB US REIT ETF | $404K |
WMTWALMART INC | $393K |
KOTHE COCA-COLA CO | $387K |
MCDMCDONALDS CORP | $378K |
WFCWELLS FARGO & CO | $367K |
VTESVAN SHT TX EXPT BND | $351K |
TSLATESLA INC | $342K |
AMZNAMAZON.COM INC | $341K |
PEOEXELON CORP | $340K |
SOSOUTHERN CO | $326K |
DYT1DYNEX CAP INC REIT | $317K |
MGKVANGUARD MEGA CAP GROWTHETF | $317K |
ETNEATON CORP PLC F | $316K |
BNDVANGUARD TOTAL BOND MARKET ETF | $311K |
CSXCSX CORP | $306K |
CVXCHEVRON CORP NEW | $293K |
VOOVVANGUARD S&P 500 VALUE ETF | $289K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $275K |
EDCONSOLIDATED EDISON INC | $260K |
IJJISHARES S&P MID CAP 400 VALUE ETF | $257K |
DUSBDIMENSNL ULTRASHRT FIXEDINCM ETF | $257K |
SANBANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $245K |
NVDANVIDIA CORP | $241K |
AEPAMERICAN ELEC PWR CO INC | $241K |
HONHONEYWELL INTL INC | $233K |
VOEVANGUARD MID CAP VALUE ETF | $226K |
BACVERIZON COMMUNICATIONS I | $213K |
DFAEDIMENSIONAL EMERG CORE EQY MRKT ETF | $212K |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $210K |
TPLTEXAS PACIFIC LAND C | $207K |
DISDISNEY WALT CO | $204K |
IVWISHARES S&P 500 GROWTH ETF | $203K |
TFCTRUIST FINL CORP | $203K |
ABBVABBVIE INC | $202K |
VPUVANGUARD UTILITIES ETF | $191K |
JEFJEFFERIES FINL GROUP INC | $183K |
DFLVDIMENSIONL US LARGE CAP VALUE ETF | $178K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $173K |
IUSGISHARES CORE S&P US GROWTH ETF | $169K |
DFAXDIMENSIONAL WLD EX US CREQ 2 ETF | $166K |
VBKVANGUARD SMALL CAP GROWTH ETF | $165K |
ROKROCKWELL AUTOMATION INC | $161K |
KMIKINDER MORGAN INC DEL | $157K |
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