Adviser Investments LLC
CIK Number: 0001544576
7.93B
Market Value
546
# of Holdings
12 months
Avg. Holding Period
31.65%
Win Rate
75.64%
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... | 420.94 | +0.42% | 2.54M | -2.03% | 1.04B | 215.79 | 12.85% |
| 2 | VTV | Vanguard Value ... | 171.74 | -0.49% | 4.91M | +1.16% | 831.6M | 141.25 | 10.25% |
| 3 | VEA | Vanguard Develo... | 56.10 | +0.52% | 11.23M | +3.24% | 536.99M | 42.81 | 6.62% |
| 4 | VGIT | Vanguard Interm... | 59.19 | +0.48% | 8.64M | +2.45% | 501.29M | 58.61 | 6.18% |
| 5 | SPBO | SPDR Portfolio ... | 28.80 | +0.58% | 13.78M | +2.92% | 394.61M | 28.01 | 4.86% |
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