Financial Consulate, Inc
CIK Number: 0001624510
376.53M
Market Value
30
# of Holdings
21 months
Avg. Holding Period
61.76%
Win Rate
-39.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 23.36 | +0.21% | 1.23M | +5.69% | 83.51M | 30.93 | 22.18% | |
| 2 | Schwab Strategi... | 18.69 | -0.05% | 1.34M | +1.92% | 55.22M | 25.3 | 14.66% | |
| 3 | Schwab Strategi... | 23.35 | 0.00% | 553.63K | +0.81% | 38.96M | 35.93 | 10.35% | |
| 4 | Pimco Equity Se... | 29.68 | -0.13% | 1.14M | +9.04% | 36.90M | 27.93 | 9.80% | |
| 5 | Dimensional Etf... | 53.13 | +0.04% | 1.02M | +1.27% | 34.69M | 26.7 | 9.21% |
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