Vanguard Personalized Indexing Management, LLC

CIK Number: 0001767306

6.62B
Market Value
1,752
# of Holdings
10 months
Avg. Holding Period
39.93%
Win Rate
69.61%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
213.19
+0.32% 1.79M +4.60% 447.89M 167.34 6.76%
2 NVDA NVIDIA Corporat...
111.60
+2.46% 2.82M +5.49% 378.34M 49.37 5.71%
3 MSFT Microsoft Corpo...
425.29
+7.60% 875.88K +5.08% 369.18M 321.92 5.58%
4 AMZN Amazon.com, Inc...
189.93
+2.99% 1.05M +8.24% 229.82M 154.98 3.47%
5 GOOGL Alphabet Inc.
161.23
+1.53% 859.24K +8.60% 162.65M 135.4 2.46%

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Up to 30 years financial history
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