Geowealth Management, LLC
CIK Number: 0001593387
3.06B
Market Value
1,499
# of Holdings
4 months
Avg. Holding Period
33.58%
Win Rate
3.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares Core To... | 45.91 | -0.34% | 4.49M | +12.92% | 202.75M | 45.31 | 6.63% | |
| 2 | Dimensional U.S... | 34.21 | +1.02% | 5.36M | +118.77% | 185.53M | 33.32 | 6.07% | |
| 3 | Vanguard 500 In... | 536.20 | +1.08% | 302.48K | +19.70% | 162.97M | 489.42 | 5.33% | |
| 4 | Vanguard Large ... | 268.65 | +1.10% | 433.31K | +0.99% | 116.86M | 241.17 | 3.82% | |
| 5 | Vanguard Tax-Ex... | 50.25 | -0.1% | 1.94M | +10.27% | 97.01M | 50.35 | 3.17% |
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