Wealthquest Corp
CIK Number: 0001632968
2.4B
Market Value
127
# of Holdings
7 months
Avg. Holding Period
40.88%
Win Rate
22.75%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large ... | 275.22 | +0.08% | 718.52K | +0.69% | 193.78M | 252.74 | 15.77% |
| 2 | VONG | Vanguard Russel... | 104.60 | +0.43% | 1.27M | +0.46% | 131.63M | 58.63 | 10.71% |
| 3 | ZALT | Innovator U.S. ... | 30.59 | +0.05% | 3.29M | +43.92% | 97.93M | 28.43 | 7.97% |
| 4 | BALT | Innovator Defin... | 31.93 | -0.02% | 3.08M | +49.63% | 96.77M | 30.2 | 7.87% |
| 5 | DFVX | Dimensional US ... | 66.70 | -0.01% | 1.38M | +4.54% | 90.4M | 65.51 | 7.36% |
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