Marotta Asset Management
CIK Number: 0001802091
509.39M
Market Value
109
# of Holdings
7 months
Avg. Holding Period
27.43%
Win Rate
13.96%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOE | Vanguard Mid-Ca... | 162.13 | +0.93% | 222.57K | -6.08% | 35.88M | 138.38 | 7.51% |
| 2 | VGT | Vanguard Inform... | 552.20 | +0.96% | 53.54K | -6.1% | 33.27M | 442.16 | 6.96% |
| 3 | VTIP | Vanguard Short-... | 49.76 | -0.11% | 639.38K | -1.18% | 30.98M | 47.46 | 6.48% |
| 4 | BNDX | Vanguard Total ... | 48.81 | -0.03% | 585.34K | -1.33% | 28.73M | 48.87 | 6.01% |
| 5 | XCEM | Columbia EM Cor... | 29.86 | +0.27% | 874.04K | +0.68% | 25.91M | 29.7 | 5.42% |
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