Strategic Financial Concepts, LLC

CIK Number: 0001870686

313.98B
Market Value
199
# of Holdings
3 months
Avg. Holding Period
29.34%
Win Rate
1277244.26%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Spdr Ser Tr
91.64
+0.03% 167.42K -98.94% 15.37B 91.42 4.90%
2
Vanguard Index ...
299.93
-0.05% 38.80K -99.62% 10.99B 268 3.50%
3
Vanguard Specia...
202.09
+0.80% 52.98K -99.40% 10.49B 182.14 3.34%
4
Vanguard Tax-Ma...
49.99
-0.24% 183.80K -97.79% 9.71B 49.47 3.09%
5 Apple Inc
248.21
+0.10% 37.93K -99.50% 8.84B 216.41 2.81%

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