Johnson Financial Group, LLC
CIK Number: 0001706327
822.79M
Market Value
44
# of Holdings
11 months
Avg. Holding Period
72.73%
Win Rate
22.30%
Peformance 3-Years
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Vanguard Index ... | 271.12 | -1.19% | 1.45M | +1.99% | 381.66M | 178.18 | 46.39% | |
2 | Vanguard Tax-Ma... | 48.31 | -0.32% | 2.35M | +1.69% | 124.13M | 43.76 | 15.09% | |
3 | Pimco Etf Tr | 100.40 | +0.01% | 678.52K | -0.76% | 68.32M | 99.38 | 8.30% | |
4 | Vanguard Intl E... | 43.85 | -0.63% | 1.27M | +16.19% | 61.01M | 43.36 | 7.41% | |
5 | Vanguard Index ... | 291.44 | -1.11% | 193.45K | -0.71% | 54.78M | 171.98 | 6.66% |
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