J. W. Coons Advisors, LLC 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 2025-03-31 to 2025-06-30, J. W. Coons Advisors, LLC opened 1 positions, added to 19, reduced 10, sold out of 0 and left 19 unchanged. The largest increase in value was SPY (+$1,018,905); the largest decrease was IJR (-$135,885).
- BIL: Country of operation —; Class BLOOMBERG 1-3 MO; Shares 2025-03-31 26,968; Shares 2025-06-30 34,573.
- XSW: Country of operation —; Class COMP SOFTWARE; Shares 2025-03-31 6,695; Shares 2025-06-30 6,730.
- PYLD: Country of operation —; Class MULTISECTOR BD; Shares 2025-03-31 72,270; Shares 2025-06-30 76,975.
- VB: Country of operation —; Class SMALL CP ETF; Shares 2025-03-31 1,327; Shares 2025-06-30 1,807.
Two Form 13F-HR filings compared (SEC CIK 1536139): 2025-03-31 (filed 2025-05-06) and 2025-06-30 (filed 2025-08-05). 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 | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 26,968 | 34,573 | +7,605 | $2,473,775 | $3,171,382 | +$697,607 |
|---|
XSW
SPDR SERIES TRUST | | COMP SOFTWARE | 6,695 | 6,730 | +35 | $1,070,273 | $1,277,504 | +$207,231 |
|---|
PYLD
PIMCO ETF TR | | MULTISECTOR BD | 72,270 | 76,975 | +4,705 | $1,904,315 | $2,042,917 | +$138,602 |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 1,327 | 1,807 | +480 | $294,370 | $428,338 | +$133,968 |
|---|
QLTY
2023 ETF SERIES TRUST II | | GMO US QUALITY E | 29,854 | 30,654 | +800 | $933,237 | $1,050,207 | +$116,970 |
|---|
JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 146,740 | 148,580 | +1,840 | $7,429,447 | $7,530,035 | +$100,588 |
|---|
DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 7,695 | 8,495 | +800 | $614,523 | $711,372 | +$96,849 |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 32,284 | 32,998 | +714 | $2,548,462 | $2,623,322 | +$74,860 |
|---|
RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 4,313 | 4,445 | +132 | $747,141 | $807,835 | +$60,694 |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 8,370 | 8,455 | +85 | $425,439 | $482,015 | +$56,576 |
|---|
IWP
ISHARES TR | | RUS MD CP GR ETF | 2,317 | 2,318 | +1 | $272,234 | $321,418 | +$49,184 |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 3,537 | 3,541 | +4 | $431,601 | $478,209 | +$46,608 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 10,538 | 10,558 | +20 | $476,950 | $522,199 | +$45,249 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 11,011 | 11,015 | +4 | $642,475 | $683,175 | +$40,700 |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 5,080 | 5,495 | +415 | $525,628 | $565,491 | +$39,863 |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 9,920 | 10,050 | +130 | $1,171,900 | $1,196,855 | +$24,955 |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 2,293 | 2,373 | +80 | $295,706 | $316,345 | +$20,639 |
|---|
SHY
ISHARES TR | | 1 3 YR TREAS BD | 15,338 | 15,344 | +6 | $1,268,912 | $1,271,409 | +$2,497 |
|---|
USMV
ISHARES TR | | MSCI USA MIN VOL | 6,685 | 6,695 | +10 | $626,130 | $628,485 | +$2,355 |
|---|
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