Weitzel Financial Services, Inc.
CIK Number: 0001846789
212.15M
Market Value
40
# of Holdings
12 months
Avg. Holding Period
31.71%
Win Rate
6.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR Portfolio ... | 64.00 | +0.19% | 664.99K | -1.53% | 47.84M | 53.99 | 22.55% |
| 2 | VEA | Vanguard Develo... | 50.70 | +0.98% | 570.1K | +3.33% | 27.34M | 50.02 | 12.89% |
| 3 | SCHD | Schwab U.S. Div... | 25.41 | +1.13% | 600.29K | +212.54% | 16.5M | 24.29 | 7.78% |
| 4 | BNDX | Vanguard Total ... | 49.27 | +0.16% | 279.4K | +0.80% | 13.73M | 54.2 | 6.47% |
| 5 | SPAB | SPDR Portfolio ... | 25.26 | -0.24% | 532.27K | +2.36% | 13.33M | 25.93 | 6.28% |
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