Rise Advisors, LLC
CIK Number: 0001831316
207.9M
Market Value
1,090
# of Holdings
7 months
Avg. Holding Period
42.82%
Win Rate
19.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ... | 161.78 | +0.25% | 173.02K | +6.56% | 29.29M | 138.28 | 14.09% |
| 2 | VUG | Vanguard Growth... | 351.85 | +0.18% | 69.91K | +3.82% | 28.69M | 294.34 | 13.80% |
| 3 | DFCF | Dimensional Cor... | 41.65 | -0.11% | 583.9K | +10.73% | 24.1M | 44.62 | 11.59% |
| 4 | JMBS | Janus Henderson... | 44.46 | -0.22% | 292.3K | -3% | 12.91M | 45.73 | 6.21% |
| 5 | VNLA | Janus Henderson... | 48.91 | +0.07% | 198K | -13.5% | 9.68M | 48.96 | 4.66% |
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