Forvis Wealth Advisors, LLC
CIK Number: 0001352864
Main Sectors:
Top Industries:
Filing Date: Jul 29, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 331.19 | +0.37% | 4.63M | +3.78% | 1.41B | 163.93 | 30.34% | Share |
| 2 | VEU | Vanguard FTSE A... | 72.81 | +0.25% | 6.92M | +2.45% | 465.33M | 52.11 | 10.04% | Share |
| 3 | SCHB | Schwab U.S. Bro... | 25.93 | +0.37% | 6.25M | +11.35% | 148.91M | 15.36 | 3.21% | Share |
| 4 | VOO | Vanguard S&P 50... | 617.43 | +0.35% | 250.63K | +3.63% | 142.36M | 376.23 | 3.07% | Share |
| 5 | AGG | iShares Core U.... | 99.95 | -0.22% | 1.42M | +1.78% | 140.52M | 97.78 | 3.03% | Share |
| 6 | HELO | JPMorgan Hedged... | 65.17 | +0.11% | 2.16M | +14.19% | 135.4M | 60.72 | 2.92% | Share |
| 7 | FBND | Fidelity Total ... | 46.23 | -0.23% | 2.45M | -1.05% | 112.23M | 45.2 | 2.42% | Share |
| 8 | IVV | iShares Core S&... | 674.89 | +0.37% | 165.58K | +8.32% | 102.81M | 232.6 | 2.22% | Share |
| 9 | MUB | iShares Nationa... | 106.44 | +0.06% | 647.8K | +1.06% | 67.68M | 106.74 | 1.46% | Share |
| 10 | DFAC | Dimensional U.S... | 38.85 | +0.14% | 1.85M | -10.24% | 66.26M | 24.09 | 1.43% | Share |
| 11 | VCRB | Vanguard Core B... | 78.14 | -0.2% | 828.45K | +70.87% | 64.27M | 77.37 | 1.39% | Share |
| 12 | IXUS | iShares Core MS... | 84.17 | +0.26% | 813.23K | -1.16% | 62.87M | 56.52 | 1.36% | Share |
| 13 | TSPA | T. Rowe Price U... | 42.25 | +0.48% | 1.48M | +55.64% | 57.43M | 36.53 | 1.24% | Share |
| 14 | JMUB | JPMorgan Munici... | 50.33 | -0.06% | 1.06M | +13.38% | 52.67M | 50.33 | 1.14% | Share |
| 15 | ITOT | iShares Core S&... | 147.03 | +0.37% | 371.68K | -3.53% | 50.19M | 82.96 | 1.08% | Share |
| 16 | SCZ | iShares MSCI EA... | 77.75 | +0.05% | 649.12K | -5.92% | 47.18M | 53.05 | 1.02% | Share |
| 17 | SCHF | Schwab Internat... | 23.79 | +0.23% | 2.11M | -6.12% | 46.71M | 16.16 | 1.01% | Share |
| 18 | MGC | Vanguard Mega C... | 246.22 | +0.47% | 197.88K | -1.42% | 44.51M | 133.63 | 0.96% | Share |
| 19 | NVDA | NVIDIA Corporat... | 185.51 | -1.12% | 278.91K | -2.54% | 44.07M | 33.28 | 0.95% | Share |
| 20 | DUHP | Dimensional US ... | 38.03 | -0.22% | 1.21M | -11% | 42.99M | 24.18 | 0.93% | Share |
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