Henrickson Nauta Wealth Advisors, Inc.
CIK Number: 0001903859
246.07M
Market Value
82
# of Holdings
8 months
Avg. Holding Period
34.88%
Win Rate
23.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional U.S... | 32.80 | -1.93% | 1.78M | +0.45% | 61.46M | 28.77 | 24.98% | |
| 2 | UFP Industries,... | 106.38 | -3.37% | 217.41K | -9.78% | 24.49M | 108.7 | 9.95% | |
| 3 | Avantis U.S. Eq... | 91.82 | -2.09% | 184.94K | -0.85% | 17.93M | 74.97 | 7.29% | |
| 4 | Dimensional Int... | 28.02 | -0.76% | 674.67K | +24.65% | 17.44M | 23.88 | 7.09% | |
| 5 | Avantis Interna... | 66.88 | -0.82% | 232.34K | -0.07% | 14.26M | 61.14 | 5.79% |
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