Forvis Wealth Advisors, LLC
CIK Number: 0001352864
4.35B
Market Value
395
# of Holdings
21 months
Avg. Holding Period
73.68%
Win Rate
29.39%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Vanguard Index ... | 296.95 | -1.44% | 3.96M | +3.15% | 1.12B | 142.81 | 25.74% | |
2 | Vanguard Intl E... | 59.15 | -0.64% | 6.47M | +2.60% | 407.91M | 51.46 | 9.37% | |
3 | Vanguard Index ... | 550.75 | -1.48% | 261.57K | +6.61% | 138.02M | 369.26 | 3.17% | |
4 | Ishares Tr | 97.55 | +0.55% | 1.27M | -1.80% | 129.04M | 97.78 | 2.97% | |
5 | Schwab Strategi... | 23.23 | -1.57% | 1.87M | +6.55% | 124.11M | 29.36 | 2.85% |
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