Strategic Financial Concepts, LLC

CIK Number: 0001870686

30.42B
Market Value
199
# of Holdings
4 months
Avg. Holding Period
29.81%
Win Rate
-1076.49%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Spdr Ser Tr
91.45
-0.29% 167.42K -98.94% 15.37M 91.42 4.90%
2
Vanguard Index ...
287.28
-1.94% 38.8K -99.62% 10.99M 268 3.50%
3
Vanguard Specia...
200.99
-1.05% 52.98K -99.40% 10.49M 182.14 3.34%
4
Vanguard Tax-Ma...
51.38
+0.62% 183.8K -97.79% 9.71M 49.47 3.09%
5 Apple Inc
238.04
-1.57% 37.93K -99.50% 8.84M 216.41 2.81%

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Up to 30 years financial history
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