Great Valley Advisor Group, Inc.

CIK Number: 0001769897

4.47B
Market Value
767
# of Holdings
12 months
Avg. Holding Period
35.75%
Win Rate
35.03%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NVIDIA Corporat...
110.49
-5.81% 1.17M +4.00% 156.48M 20.28 3.50%
2 Vanguard Interm...
81.41
-0.17% 1.59M +10.57% 127.49M 82.86 2.85%
3 Apple Inc.
235.23
-0.22% 442.13K -1.61% 110.72M 103.63 2.48%
4 Dimensional ETF...
62.56
-1.62% 1.72M +100.00% 110.62M 64.16 2.48%
5 American Centur...
96.30
-3.95% 873.01K +4.76% 87.04M 73.09 1.95%

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