Plante Moran Financial Advisors, LLC
CIK Number: 0001424717
1.2B
Market Value
806
# of Holdings
19 months
Avg. Holding Period
33.05%
Win Rate
39.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 500.36 | +9.55% | 1.26M | +5.01% | 678.76M | 421.8 | 56.37% |
| 2 | VXF | Vanguard Extend... | 165.81 | +10.22% | 545.43K | +5.85% | 103.62M | 163.76 | 8.61% |
| 3 | VEA | Vanguard Develo... | 49.02 | +7.37% | 1.92M | +7.34% | 91.58M | 42.7 | 7.61% |
| 4 | VV | Vanguard Large ... | 250.34 | +9.68% | 160.76K | -3.33% | 43.36M | 177.76 | 3.60% |
| 5 | MUB | iShares Nationa... | 103.31 | +0.92% | 339.11K | -9.95% | 36.13M | 106.34 | 3.00% |
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