MW
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Maia Wealth’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Maia Wealth’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,626
Closed -$228K – 334
2024
Q3 		$228K Buy
28,626
+14,379
+101% +$115K 0.06% 225
2024
Q2 		$327K Buy
+14,247
New +$327K 0.1% 151