Aveo Capital Partners, LLC

CIK Number: 0001576584

601.18M
Market Value
332
# of Holdings
14 months
Avg. Holding Period
24.79%
Win Rate
11.86%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SGOV iShares 0-3 Mon...
100.40
+0.01% 551.49K +128.51% 55.33M 100.4 6.06%
2 IVV iShares Core S&...
599.22
+0.05% 67.16K -1.38% 39.54M 421.28 4.33%
3 DFAU Dimensional US ...
40.88
+0.01% 961.61K -4.37% 38.94M 28.32 4.26%
4 IUS Invesco RAFI St...
50.10
-0.22% 531.84K -1.16% 26.42M 39.26 2.89%
5 QQQM Invesco NASDAQ ...
217.85
+0.34% 117.67K -0.97% 24.76M 167.85 2.71%

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