Adviser Investments LLC
CIK Number: 0001544576
8.01B
Market Value
531
# of Holdings
11 months
Avg. Holding Period
73.74%
Win Rate
96.83%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Vanguard Index ... | 423.78 | -0.13% | 2.59M | -0.68% | 995.41M | 215.79 | 12.42% | |
2 | Vanguard Index ... | 175.10 | +0.23% | 4.86M | +0.56% | 847.69M | 140.93 | 10.58% | |
3 | Vanguard Tax-Ma... | 49.99 | -0.24% | 10.88M | +0.28% | 574.44M | 42.65 | 7.17% | |
4 | Vanguard Scotts... | 58.45 | -0.28% | 8.44M | +1.15% | 509.71M | 58.62 | 6.36% | |
5 | Spdr Ser Tr | 29.05 | -0.50% | 13.39M | +1.27% | 402.02M | 28 | 5.02% |
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