Campbell Wealth Management
CIK Number: 0001736648
1.11B
Market Value
97
# of Holdings
11 months
Avg. Holding Period
26.47%
Win Rate
-18.73%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Ca... | 21.91 | +0.64% | 15.78M | +208.85% | 365.78M | 22.64 | 32.92% |
| 2 | AGG | iShares Core U.S. Ag... | 99.11 | +0.24% | 1.37M | +5.40% | 132.94M | 101.05 | 11.96% |
| 3 | SCHI | Schwab 5-10 Year Cor... | 22.48 | +0.16% | 5.68M | +156.68% | 125.4M | 22.86 | 11.29% |
| 4 | VUG | Vanguard Growth Inde... | 378.60 | +0.69% | 193.02K | +1.53% | 79.22M | 384.33 | 7.13% |
| 5 | DIA | SPDR Dow Jones Indus... | 405.11 | +0.71% | 168.82K | +3.57% | 71.83M | 346.31 | 6.46% |
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