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
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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