Kathleen S. Wright Associates Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 188 positions, added to 252, reduced 185 and sold out of 164.
- Q2 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 43,831.
- Q2 2025: Stock MOAT; Country of operation —; Class MRNGSTR WDE MOAT; Shares before 159,960.
- Q2 2025: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 19,452.
- Q2 2025: Stock VIGI; Country of operation —; Class INTL DVD ETF; Shares before 76,440.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908433), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-11); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 43,831 | 45,264 | +1,433 | $22,525,313 | $25,711,447 | +$3,186,134 | 2025-07-31 |
|---|
| Q2 2025 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 159,960 | 163,530 | +3,570 | $14,076,479 | $15,337,478 | +$1,260,999 | 2025-07-31 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 19,452 | 21,369 | +1,917 | $5,346,188 | $6,494,680 | +$1,148,492 | 2025-07-31 |
|---|
| Q2 2025 | VIGI
VANGUARD WHITEHALL FDS | | INTL DVD ETF | 76,440 | 78,944 | +2,504 | $6,339,934 | $7,114,425 | +$774,491 | 2025-07-31 |
|---|
| Q2 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 141,154 | 147,790 | +6,636 | $14,209,945 | $14,881,003 | +$671,058 | 2025-07-31 |
|---|
| Q2 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 262,559 | 264,940 | +2,381 | $5,193,425 | $5,855,171 | +$661,746 | 2025-07-31 |
|---|
| Q2 2025 | VTES
VANGUARD WELLINGTON FD | | SHORT TRM TAX EX | 9,800 | 14,900 | +5,100 | $984,998 | $1,503,857 | +$518,859 | 2025-07-31 |
|---|
| Q2 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 7,530 | 10,581 | +3,051 | $971,088 | $1,410,531 | +$439,443 | 2025-07-31 |
|---|
| Q2 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 19,594 | 23,575 | +3,981 | $1,216,787 | $1,628,797 | +$412,010 | 2025-07-31 |
|---|
| Q2 2025 | VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 6,845 | 10,954 | +4,109 | $504,437 | $877,525 | +$373,088 | 2025-07-31 |
|---|
| Q2 2025 | EFAV
ISHARES TR | | MSCI EAFE MIN VL | 15,998 | 18,436 | +2,438 | $1,246,530 | $1,549,771 | +$303,241 | 2025-07-31 |
|---|
| Q2 2025 | DFEM
DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 60,945 | 64,386 | +3,441 | $1,612,612 | $1,910,977 | +$298,365 | 2025-07-31 |
|---|
| Q2 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 4,555 | 4,558 | +3 | $2,559,699 | $2,829,920 | +$270,221 | 2025-07-31 |
|---|
| Q2 2025 | DCOR
DIMENSIONAL ETF TRUST | | US CORE EQUITY 1 | 12,591 | 15,554 | +2,963 | $772,206 | $1,039,785 | +$267,579 | 2025-07-31 |
|---|
| Q2 2025 | DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 40,540 | 44,619 | +4,079 | $1,062,148 | $1,310,460 | +$248,312 | 2025-07-31 |
|---|
| Q2 2025 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 12,328 | 14,728 | +2,400 | $1,019,868 | $1,220,323 | +$200,455 | 2025-07-31 |
|---|
| Q2 2025 | USMV
ISHARES TR | | MSCI USA MIN VOL | 62,392 | 63,897 | +1,505 | $5,843,666 | $5,997,967 | +$154,301 | 2025-07-31 |
|---|
| Q2 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 6,335 | 9,945 | +3,610 | $208,992 | $356,429 | +$147,437 | 2025-07-31 |
|---|
| Q2 2025 | HTRB
HARTFORD FDS EXCHANGE TRADED | | TOTAL RTRN ETF | 99,348 | 102,419 | +3,071 | $3,363,935 | $3,468,934 | +$104,999 | 2025-07-31 |
|---|
| Q2 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 1,180 | 1,852 | +672 | $116,726 | $183,718 | +$66,992 | 2025-07-31 |
|---|
| Q2 2025 | QLTY
2023 ETF SERIES TRUST II | | GMO US QUALITY E | 225 | 2,035 | +1,810 | $7,034 | $69,719 | +$62,685 | 2025-07-31 |
|---|
| Q2 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 14,814 | 14,818 | +4 | $737,903 | $776,031 | +$38,128 | 2025-07-31 |
|---|
| Q2 2025 | DFAR
DIMENSIONAL ETF TRUST | | US REAL ESTATE E | 1,075 | 2,335 | +1,260 | $25,553 | $54,779 | +$29,226 | 2025-07-31 |
|---|
| Q2 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 5,710 | 5,732 | +22 | $986,345 | $1,013,074 | +$26,729 | 2025-07-31 |
|---|
| Q2 2025 | MFEM
PIMCO EQUITY SER | | RAFI DYN EMERG | 11,983 | 12,020 | +37 | $228,496 | $254,322 | +$25,826 | 2025-07-31 |
|---|
| Q2 2025 | IVOO
VANGUARD ADMIRAL FDS INC | | MIDCP 400 IDX | 3,317 | 3,325 | +8 | $327,408 | $349,055 | +$21,647 | 2025-07-31 |
|---|
| Q2 2025 | VDE
VANGUARD WORLD FD | | ENERGY ETF | 800 | 1,000 | +200 | $103,768 | $119,120 | +$15,352 | 2025-07-31 |
|---|
| Q2 2025 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 4,518 | 4,576 | +58 | $99,757 | $111,837 | +$12,080 | 2025-07-31 |
|---|
| Q2 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 9,591 | 9,811 | +220 | $485,603 | $497,232 | +$11,629 | 2025-07-31 |
|---|
| Q2 2025 | ROSC
LATTICE STRATEGIES TR | | HARTFORD MLT SML | 4,813 | 4,827 | +14 | $193,760 | $201,546 | +$7,786 | 2025-07-31 |
|---|
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