Financial Planning & Information Services, Inc.
CIK Number: 0001841433
725.67M
Market Value
84
# of Holdings
22 months
Avg. Holding Period
85.88%
Win Rate
22.86%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | Spdr Ser Tr | 84.55 | -1.02% | 649.82K | +7.82% | 53.9M | 50.86 | 7.43% |
| 2 | HTRB | Hartford Fds Ex... | 34.01 | -0.25% | 1.46M | +19.89% | 51.01M | 36.26 | 7.03% |
| 3 | SLYV | Spdr Ser Tr | 80.69 | -1.67% | 582.95K | -10.59% | 50.61M | 63.8 | 6.97% |
| 4 | VTV | Vanguard Index ... | 172.89 | -2.04% | 232.62K | +7.97% | 40.61M | 104.65 | 5.60% |
| 5 | DFAI | Dimensional Etf... | 31.34 | -0.24% | 1.25M | +9.21% | 39.7M | 27.07 | 5.47% |
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