Moneta Group Investment Advisors LLC
CIK Number: 0001120927
6.89B
Market Value
626
# of Holdings
15 months
Avg. Holding Period
72.66%
Win Rate
2.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 23.89 | -0.02% | 25.61M | +220.18% | 579.23M | 25.37 | 8.41% | |
| 2 | Ishares Inc | 55.12 | +0.08% | 5.35M | +2.60% | 307.15M | 48.28 | 4.46% | |
| 3 | Vanguard Index ... | 423.78 | -0.13% | 758.60K | +3.99% | 291.25M | 270.7 | 4.23% | |
| 4 | Vanguard Index ... | 175.10 | +0.23% | 1.58M | +5.16% | 276.66M | 140.5 | 4.02% | |
| 5 | Vanguard Index ... | 278.52 | 0.00% | 1.04M | +1.87% | 273.78M | 179.62 | 3.98% |
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