Financial Advisors, LLC
CIK Number: 0001766909
521.28M
Market Value
81
# of Holdings
17 months
Avg. Holding Period
37.35%
Win Rate
26.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares MSCI US... | 93.73 | +0.43% | 1.11M | -0.18% | 98.31M | 59.01 | 18.86% | |
| 2 | Schwab U.S. Lar... | 26.81 | +1.41% | 3.19M | +284.86% | 88.85M | 15.88 | 17.04% | |
| 3 | Schwab U.S. Lar... | 26.96 | +0.84% | 2.72M | +197.78% | 71.04M | 22 | 13.63% | |
| 4 | iShares MSCI US... | 179.22 | +1.11% | 334.43K | -1.12% | 59.55M | 132.61 | 11.42% | |
| 5 | iShares Core S&... | 108.61 | +1.00% | 503.26K | +0.17% | 57.99M | 108.03 | 11.12% |
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