Brio Consultants, LLC
CIK Number: 0001747799
269.79M
Market Value
114
# of Holdings
9 months
Avg. Holding Period
32.20%
Win Rate
-8.32%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
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| 1 | SCHG | Schwab U.S. Lar... | 27.23 | +0.22% | 2.58M | +298.91% | 71.96M | 15.29 | 11.26% |
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| 3 | BND | Vanguard Total ... | 72.07 | +0.26% | 762.37K | +5.27% | 54.82M | 74.95 | 8.58% |
| 4 | GTO | Invesco Total R... | 45.81 | +0.19% | 917.13K | +6.06% | 42.55M | 47.24 | 6.66% |
| 5 | COWZ | Pacer US Cash C... | 53.59 | -0.14% | 490.89K | +0.89% | 27.73M | 43.53 | 4.34% |
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