Strategic Equity Management
CIK Number: 0001843578
237.88M
Market Value
51
# of Holdings
6 months
Avg. Holding Period
45.61%
Win Rate
10.87%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 22.09 | +0.71% | 1.58M | +201.04% | 36.59M | 20.25 | 15.41% |
| 2 | SPY | SPDR S&P 500 ET... | 558.66 | +0.74% | 51.71K | +6.08% | 30.31M | 454.22 | 12.77% |
| 3 | VV | Vanguard Large ... | 257.39 | +0.82% | 72.52K | +25.60% | 19.56M | 255.33 | 8.24% |
| 4 | IWV | iShares Russell... | 317.43 | +0.82% | 50.28K | +6.13% | 16.81M | 287.34 | 7.08% |
| 5 | IJH | iShares Core S&... | 57.30 | +0.68% | 230.4K | +3.31K% | 14.36M | 62.18 | 6.05% |
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