Hbk Sorce Advisory LLC
CIK Number: 0001379995
3.32B
Market Value
547
# of Holdings
22 months
Avg. Holding Period
77.37%
Win Rate
22.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 23.07 | -1.89% | 10.64M | +0.41% | 721.69M | 14.2 | 21.98% | |
| 2 | Vanguard Tax-Ma... | 51.38 | +0.62% | 6.72M | +2.22% | 354.77M | 43.16 | 10.80% | |
| 3 | Dimensional Etf... | 50.73 | 0.00% | 2.78M | +3.52% | 182M | 57.63 | 5.54% | |
| 4 | Invesco Exch Tr... | 55.49 | -1.36% | 1.89M | -1.13% | 100.01M | 38.96 | 3.05% | |
| 5 | Apple Inc | 238.04 | -1.57% | 328.28K | -1.44% | 76.49M | 100.63 | 2.33% |
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