Wealthquest Corp
CIK Number: 0001632968
1.14B
Market Value
125
# of Holdings
12 months
Avg. Holding Period
67.41%
Win Rate
31.34%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Large-... | 269.08 | -0.23% | 713.61K | +959.28% | 186.22M | 252.62 | 16.40% | |
| 2 | Vanguard Russel... | 103.14 | -0.15% | 1.27M | +5.04% | 120.84M | 58.42 | 10.64% | |
| 3 | Ishares Core Ms... | 70.12 | -0.23% | 1.23M | +3.39% | 95.34M | 59.29 | 8.40% | |
| 4 | Dimensional Us ... | 65.22 | -0.11% | 1.32M | +100.00% | 86.56M | 65.36 | 7.63% | |
| 5 | Spdr Portfolio ... | 71.26 | -0.24% | 1.10M | +5.47% | 76.49M | 51.76 | 6.74% |
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