Carlson Capital Management
CIK Number: 0001581298
2.29B
Market Value
104
# of Holdings
22 months
Avg. Holding Period
41.07%
Win Rate
15.94%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Short-... | 78.60 | -0.01% | 2.98M | +5.04% | 232.56M | 81.19 | 10.15% | |
| 2 | Vanguard Short-... | 77.89 | +0.02% | 2.28M | +10.00% | 176.37M | 77.81 | 7.70% | |
| 3 | Dimensional Int... | 27.48 | -0.69% | 3.91M | +0.42% | 98.71M | 22.49 | 4.31% | |
| 4 | Pacer US Cash C... | 55.24 | -0.37% | 1.7M | -1.66% | 96.19M | 47.62 | 4.20% | |
| 5 | Avantis U.S. Sm... | 88.14 | -0.93% | 781.09K | +0.77% | 75.4M | 77.85 | 3.29% |
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