Financial Advisors, LLC
CIK Number: 0001766909
524.86M
Market Value
74
# of Holdings
18 months
Avg. Holding Period
73.68%
Win Rate
-3.87%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Tr | 88.46 | -0.17% | 1.11M | +1.52% | 101.28M | 59.01 | 19.30% | |
2 | Schwab Strategi... | 28.10 | -1.99% | 828.33K | -2.33% | 86.30M | 35.92 | 16.44% | |
3 | Schwab Strategi... | 26.11 | n/a | 915.05K | +1.78% | 73.54M | 39.48 | 14.01% | |
4 | Ishares Tr | 178.64 | n/a | 338.23K | -0.28% | 60.64M | 132.61 | 11.55% | |
5 | Ishares Tr | 115.39 | -0.71% | 502.42K | +2.69% | 58.76M | 108.02 | 11.20% |
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