Weitzel Financial Services, Inc.
CIK Number: 0001846789
213.01M
Market Value
41
# of Holdings
10 months
Avg. Holding Period
88.10%
Win Rate
5.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr Portfolio ... | 73.41 | +0.74% | 675.35K | -0.75% | 46.93M | 53.99 | 22.03% | |
| 2 | Vanguard Ftse D... | 49.95 | +1.27% | 551.71K | +1.14% | 28.96M | 50.09 | 13.60% | |
| 3 | Schwab Us Divid... | 27.75 | +0.13% | 192.07K | +3.91% | 16.18M | 42.24 | 7.59% | |
| 4 | Vanguard Total ... | 49.28 | +0.12% | 277.18K | -0.91% | 13.99M | 54.24 | 6.57% | |
| 5 | Spdr Aggregate ... | 25.12 | +0.20% | 519.99K | +2.26% | 13.62M | 25.95 | 6.39% |
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