Rise Advisors, LLC
CIK Number: 0001831316
Main Sectors:
Top Industries:
Filing Date: Jul 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 483.23 | +0.28% | 86.31K | +4.16% | 37.84M | 311.57 | 15.02% | Share |
| 2 | VTV | Vanguard Value ... | 186.55 | -0.17% | 206.1K | +4.09% | 36.43M | 143.97 | 14.46% | Share |
| 3 | DFCF | Dimensional Cor... | 42.94 | +0.10% | 640.18K | +3.40% | 27.05M | 44.4 | 10.74% | Share |
| 4 | JMBS | Janus Henderson... | 45.66 | +0.19% | 335.72K | +5.61% | 15.12M | 45.66 | 6.01% | Share |
| 5 | DFAT | Dimensional U.S... | 58.41 | -0.03% | 234.15K | +4.43% | 12.63M | 48.75 | 5.02% | Share |
| 6 | VNLA | Janus Henderson... | 49.14 | +0.02% | 203.8K | +0.53% | 10.03M | 48.97 | 3.98% | Share |
| 7 | BUFZ | FT Vest Laddere... | 25.93 | -0.06% | 297.51K | +69.74% | 7.42M | 24.09 | 2.94% | Share |
| 8 | XLF | Financial Selec... | 53.35 | -0.07% | 109.24K | +2.25% | 5.72M | 36.21 | 2.27% | Share |
| 9 | XLI | Industrial Sele... | 154.19 | +0.25% | 37.47K | +3.73% | 5.53M | 108.35 | 2.19% | Share |
| 10 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 8.73K | +1.45% | 4.34M | 391.98 | 1.72% | Share |
| 11 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 25.78K | -0.39% | 4.07M | 62.19 | 1.62% | Share |
| 12 | BRK-B | Berkshire Hatha... | 495.96 | -0.45% | 7.99K | +18.92% | 3.88M | 425.64 | 1.54% | Share |
| 13 | AAPL | Apple Inc. | 257.13 | +0.66% | 17.53K | +9.30% | 3.6M | 208.55 | 1.43% | Share |
| 14 | XLE | Energy Select S... | 88.42 | -1.02% | 40.95K | +4.70% | 3.47M | 92.88 | 1.38% | Share |
| 15 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 10.77K | -1.42% | 2.36M | 170.93 | 0.94% | Share |
| 16 | JPST | JPMorgan Ultra-... | 50.59 | +0.04% | 40.91K | +7.54% | 2.07M | 50.34 | 0.82% | Share |
| 17 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 8.43K | +0.08% | 1.5M | 150.14 | 0.59% | Share |
| 18 | FBND | Fidelity Total ... | 46.40 | +0.12% | 30.59K | +120.67% | 1.4M | 47.91 | 0.56% | Share |
| 19 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 1.92K | +11.56% | 1.19M | 516.98 | 0.47% | Share |
| 20 | DFAC | Dimensional U.S... | 38.73 | +0.19% | 32.66K | +0.30% | 1.17M | 28.95 | 0.46% | Share |
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