Black Diamond Financial, LLC
CIK Number: 0001759236
667.33M
Market Value
146
# of Holdings
13 months
Avg. Holding Period
37.18%
Win Rate
22.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MGV | Vanguard Mega C... | 119.24 | -2.57% | 701.3K | +1.62% | 87.6M | 97.6 | 13.13% |
| 2 | MGK | Vanguard Mega C... | 294.50 | -4.12% | 164.4K | +6.51% | 56.45M | 203.78 | 8.46% |
| 3 | AGG | iShares Core U.... | 97.14 | -0.79% | 340.36K | +51.71% | 32.98M | 96.89 | 4.94% |
| 4 | SPTI | SPDR Portfolio ... | 28.36 | -0.26% | 1.16M | +50.80% | 32.42M | 27.95 | 4.86% |
| 5 | SCHV | Schwab U.S. Lar... | 24.46 | -2.76% | 1.15M | +232.97% | 30M | 22.77 | 4.50% |
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