Ullmann Wealth Partners Group, LLC
CIK Number: 0001697725
752.62M
Market Value
135
# of Holdings
14 months
Avg. Holding Period
38.85%
Win Rate
28.59%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 528.98 | +0.16% | 243.78K | -1.17% | 143.51M | 424.74 | 18.52% |
| 2 | LRGF | iShares U.S. Eq... | 54.59 | +0.28% | 1.54M | +0.92% | 92.93M | 45.69 | 11.99% |
| 3 | ITOT | iShares Core S&... | 114.84 | +0.19% | 646.45K | -0.92% | 83.15M | 69.67 | 10.73% |
| 4 | DUHP | Dimensional US ... | 31.32 | +1.38% | 1.21M | -0.54% | 40.74M | 26.88 | 5.26% |
| 5 | SMLF | iShares MSCI US... | 58.17 | +0.67% | 568.07K | +1.52% | 38.34M | 52.58 | 4.95% |
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