Marotta Asset Management
CIK Number: 0001802091
477.96M
Market Value
109
# of Holdings
6 months
Avg. Holding Period
72.97%
Win Rate
-9.12%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Mid Ca... | 165.48 | -0.22% | 236.98K | -0.66% | 39.73M | 138.38 | 7.80% | |
| 2 | Vanguard Info T... | 620.05 | -0.90% | 57.02K | -6.61% | 33.44M | 442.16 | 6.57% | |
| 3 | Vanguard Short ... | 48.78 | -0.08% | 647.04K | +1.22% | 31.91M | 47.46 | 6.26% | |
| 4 | Vanguard Total ... | 48.98 | -0.01% | 593.21K | +1.68% | 29.83M | 48.87 | 5.86% | |
| 5 | Vanguard Small ... | 205.18 | -0.29% | 137.01K | +1.28% | 27.51M | 166.07 | 5.40% |
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