Adviser Investments LLC
CIK Number: 0001544576
8.12B
Market Value
544
# of Holdings
11 months
Avg. Holding Period
31.76%
Win Rate
79.43%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 351.85 | +0.18% | 2.54M | -2.03% | 1.04B | 215.79 | 12.85% |
| 2 | VTV | Vanguard Value ... | 161.78 | +0.25% | 4.91M | +1.16% | 831.6M | 141.25 | 10.25% |
| 3 | VEA | Vanguard Develo... | 50.70 | +0.98% | 11.23M | +3.24% | 536.99M | 42.81 | 6.62% |
| 4 | VGIT | Vanguard Interm... | 59.28 | -0.13% | 8.64M | +2.45% | 501.29M | 58.61 | 6.18% |
| 5 | SPBO | SPDR Portfolio ... | 28.55 | -0.1% | 13.78M | +2.92% | 394.61M | 28.01 | 4.86% |
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