Forvis Wealth Advisors, LLC
CIK Number: 0001352864
4.34B
Market Value
418
# of Holdings
22 months
Avg. Holding Period
40.96%
Win Rate
25.23%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 252.98 | -2.23% | 4.23M | +6.93% | 1.23B | 152.33 | 28.25% |
| 2 | VEU | Vanguard FTSE A... | 59.62 | -0.3% | 6.69M | +3.29% | 383.95M | 51.65 | 8.85% |
| 3 | VOO | Vanguard 500 In... | 472.95 | -2.26% | 259.51K | -0.79% | 139.83M | 369.26 | 3.22% |
| 4 | AGG | iShares Core U.... | 97.31 | -0.58% | 1.36M | +6.82% | 131.89M | 97.72 | 3.04% |
| 5 | SCHB | Schwab U.S. Bro... | 19.81 | -2.18% | 5.69M | +205.21% | 129.27M | 14.4 | 2.98% |
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