Hbk Sorce Advisory LLC
CIK Number: 0001379995
3.28B
Market Value
547
# of Holdings
21 months
Avg. Holding Period
74.74%
Win Rate
2.26%
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% | 10.64M | +0.41% | 721.69M | 30.47 | 21.98% | |
| 2 | Vanguard Tax-Ma... | 49.99 | -0.24% | 6.72M | +2.22% | 354.77M | 43.16 | 10.80% | |
| 3 | Dimensional Etf... | 55.02 | -0.73% | 2.78M | +3.52% | 182.00M | 57.63 | 5.54% | |
| 4 | Invesco Exch Tr... | 56.19 | +0.46% | 1.89M | -1.13% | 100.01M | 38.96 | 3.05% | |
| 5 | Apple Inc | 248.21 | +0.10% | 328.28K | -1.44% | 76.49M | 121.33 | 2.33% |
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