Plante Moran Financial Advisors, LLC
CIK Number: 0001424717
1.2B
Market Value
778
# of Holdings
19 months
Avg. Holding Period
63.99%
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 | Vanguard S&P 50... | 546.54 | +1.59% | 1.2M | +20.19% | 633.03M | 415.94 | 53.99% | |
| 2 | Vanguard Ftse D... | 51.07 | +0.08% | 1.78M | +1.69% | 94.22M | 42.32 | 8.04% | |
| 3 | Vanguard Extend... | 187.69 | +1.24% | 515.26K | +12.61% | 93.77M | 162.22 | 8.00% | |
| 4 | Vanguard Large-... | 273.69 | +1.73% | 166.29K | -0.59% | 43.78M | 177.76 | 3.73% | |
| 5 | Ishares Nationa... | 107.66 | +0.23% | 376.58K | -5.39% | 40.91M | 106.34 | 3.49% |
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