Bowman & Co S.C. Last Quarter Change: USA ETF, Added

Bowman & Co S.C. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Bowman & Co S.C. opened 7 positions, added to 25, reduced 17, sold out of 1 and left 1 unchanged. The largest increase in value was VOO (+$1,247,316); the largest decrease was AGG (-$1,136,469).

VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2025-09-30 51,738; Shares 2025-12-31 52,501.
WTV: Country of operation —; Class WISDOMTREE US VA; Shares 2025-09-30 35,876; Shares 2025-12-31 36,054.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2025-09-30 986; Shares 2025-12-31 1,074.
VTHR: Country of operation —; Class VNG RUS3000IDX; Shares 2025-09-30 1,112; Shares 2025-12-31 1,340.

Two Form 13F-HR filings compared (SEC CIK 1906275): 2025-09-30 (filed 2025-10-10) and 2025-12-31 (filed 2026-01-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2025-09-30	Shares 2025-12-31	Share change	Value 2025-09-30	Value 2025-12-31	Value change
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	51,738	52,501	+763	$31,682,144	$32,929,460	+$1,247,316
WTV WISDOMTREE TR	WISDOMTREE US VA	35,876	36,054	+178	$3,265,143	$3,363,798	+$98,655
IVV ISHARES TR	CORE S&P500 ETF	986	1,074	+88	$660,706	$735,873	+$75,167
VTHR VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	1,112	1,340	+228	$327,121	$402,262	+$75,141
JMUB J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	5,294	6,552	+1,258	$267,200	$330,892	+$63,692
IJH ISHARES TR	CORE S&P MCP ETF	53,431	53,768	+337	$3,487,142	$3,548,144	+$61,002
MGV VANGUARD WORLD FD	MEGA CAP VAL ETF	11,707	11,788	+81	$1,612,486	$1,663,928	+$51,442
VUG VANGUARD INDEX FDS	GROWTH ETF	5,469	5,477	+8	$2,623,900	$2,672,055	+$48,155
VO VANGUARD INDEX FDS	MID CAP ETF	5,541	5,757	+216	$1,627,614	$1,671,624	+$44,010
IEMG ISHARES INC	CORE MSCI EMKT	8,734	9,166	+432	$575,881	$616,150	+$40,269
IJR ISHARES TR	CORE S&P SCP ETF	7,314	7,513	+199	$869,365	$902,826	+$33,461
SCHF SCHWAB STRATEGIC TR	INTL EQTY ETF	28,168	28,422	+254	$655,755	$683,300	+$27,545
MTUM ISHARES TR	MSCI USA MMENTM	2,544	2,717	+173	$652,589	$680,048	+$27,459
FLMI FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	56,115	56,819	+704	$1,389,960	$1,413,095	+$23,135
USMV ISHARES TR	MSCI USA MIN VOL	30,938	31,020	+82	$2,944,379	$2,921,649	-$22,730
VXUS VANGUARD STAR FDS	VG TL INTL STK F	7,067	7,171	+104	$519,156	$540,960	+$21,804
SMH VANECK ETF TRUST	SEMICONDUCTR ETF	625	627	+2	$203,975	$225,765	+$21,790
MLN VANECK ETF TRUST	LONG MUNI ETF	78,349	79,305	+956	$1,369,536	$1,390,298	+$20,762
VIG VANGUARD SPECIALIZED FUNDS	DIV APP ETF	2,756	2,792	+36	$594,789	$613,693	+$18,904
VTWO VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	6,147	6,171	+24	$601,294	$614,162	+$12,868
VBR VANGUARD INDEX FDS	SM CP VAL ETF	2,857	2,871	+14	$596,408	$608,122	+$11,714
RWJ INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	23,185	23,197	+12	$1,119,852	$1,130,169	+$10,317
SCHX SCHWAB STRATEGIC TR	US LRG CAP ETF	12,880	12,917	+37	$339,271	$347,609	+$8,338
VBK VANGUARD INDEX FDS	SML CP GRW ETF	1,368	1,373	+5	$407,805	$414,924	+$7,119
IWF ISHARES TR	RUS 1000 GRW ETF	663	664	+1	$310,815	$314,380	+$3,565

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