Financial Consulate, Inc
CIK Number: 0001624510
396.16M
Market Value
31
# of Holdings
22 months
Avg. Holding Period
29.41%
Win Rate
1.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 23.61 | +0.04% | 3.76M | +205.30% | 87.1M | 15.82 | 23.10% |
| 2 | SCHF | Schwab Internat... | 21.79 | +0.51% | 2.71M | +101.80% | 50.13M | 15.25 | 13.30% |
| 3 | FNDB | Schwab Fundamen... | 23.24 | -0.3% | 1.64M | +196.45% | 38.17M | 20.42 | 10.12% |
| 4 | MFDX | PIMCO RAFI Dyna... | 35.24 | +0.40% | 1.2M | +5.43% | 35.35M | 28.01 | 9.38% |
| 5 | DUHP | Dimensional US ... | 34.77 | +0.07% | 1.01M | -0.7% | 34.16M | 26.69 | 9.06% |
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