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Aveo Capital Partners, LLC
CIK Number: 0001576584
913.13M
Market Value
330
# of Holdings
13 months
Avg. Holding Period
25.28%
Win Rate
13.62%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Mon... | 100.65 | 0.00% | 551.49K | +128.51% | 55.33M | 100.4 | 6.06% |
| 2 | IVV | iShares Core S&... | 554.34 | +0.21% | 67.16K | -1.38% | 39.54M | 421.28 | 4.33% |
| 3 | DFAU | Dimensional US ... | 37.80 | +0.23% | 961.61K | -4.37% | 38.94M | 28.32 | 4.26% |
| 4 | IUS | Invesco RAFI St... | 47.57 | +0.15% | 531.84K | -1.16% | 26.42M | 39.26 | 2.89% |
| 5 | QQQM | Invesco NASDAQ ... | 194.76 | +0.10% | 117.67K | -0.97% | 24.76M | 167.85 | 2.71% |
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