Ritholtz Wealth Management
CIK Number: 0001698218
3.4B
Market Value
828
# of Holdings
10 months
Avg. Holding Period
40.31%
Win Rate
31.87%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 281.98 | -1.87% | 834.91K | +1.70% | 241.97M | 168.55 | 7.11% | |
| 2 | Invesco QQQ Tru... | 488.26 | -2.74% | 421.09K | +2.10% | 215.28M | 343.43 | 6.32% | |
| 3 | iShares Core S&... | 575.47 | -1.81% | 356.73K | +2.62% | 210M | 421.43 | 6.17% | |
| 4 | iShares 0-5 Yea... | 102.42 | 0.00% | 1.57M | +3.91% | 158.16M | 99.93 | 4.65% | |
| 5 | Apple Inc. | 235.23 | -0.22% | 513.8K | +4.60% | 128.67M | 145.88 | 3.78% |
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