Ashford Advisors, LLC
CIK Number: 0001861158
429.57M
Market Value
15
# of Holdings
14 months
Avg. Holding Period
80.00%
Win Rate
13.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.39 | +0.01% | 434.43K | +0.03% | 250.59M | 388.79 | 58.33% | |
| 2 | Vanguard Index ... | 299.93 | -0.05% | 171.00K | -2.59% | 48.42M | 209.78 | 11.27% | |
| 3 | Schwab Strategi... | 24.42 | -0.11% | 669.76K | -0.03% | 48.06M | 34.12 | 11.19% | |
| 4 | Schwab Strategi... | 23.89 | -0.02% | 571.46K | -0.13% | 38.77M | 30.3 | 9.03% | |
| 5 | Schwab Strategi... | 23.41 | -0.11% | 256.72K | 0.00% | 17.08M | 31.26 | 3.98% |
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