Black Diamond Financial, LLC

CIK Number: 0001759236

589.12M
Market Value
145
# of Holdings
12 months
Avg. Holding Period
68.87%
Win Rate
8.57%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Vanguard World ...
125.61
+0.67% 690.14K +11.87% 88.54M 97.16 15.03%
2
Vanguard World ...
336.55
-0.57% 154.35K +10.54% 49.70M 194.69 8.44%
3 Schwab Strategi...
26.17
+0.85% 345.65K +10.47% 27.87M 38.5 4.73%
4
Ishares Tr
95.87
+0.02% 224.35K +14.62% 22.77M 96.89 3.86%
5 Spdr Ser Tr
27.65
+0.04% 771.22K +14.56% 22.46M 27.98 3.81%

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