Marquette Asset Management, LLC
CIK Number: 0001395067
567.47M
Market Value
182
# of Holdings
13 months
Avg. Holding Period
31.72%
Win Rate
13.16%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab U.S. Lar... | 23.69 | -0.5% | 4.03M | +310.55% | 112.27M | 7.01 | 18.32% |
| 2 | DFAI | Dimensional Int... | 31.09 | +0.93% | 2.14M | +4.76% | 62.56M | 26.66 | 10.21% |
| 3 | SCHD | Schwab U.S. Div... | 25.41 | +1.13% | 2.02M | +200.68% | 55.12M | 22.45 | 9.00% |
| 4 | IWF | iShares Russell... | 341.76 | +0.03% | 123.51K | -0.48% | 49.6M | 75.32 | 8.09% |
| 5 | AVUV | Avantis U.S. Sm... | 80.38 | +1.45% | 477.64K | -0.02% | 46.11M | 63.23 | 7.52% |
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