Operose Advisors LLC
CIK Number: 0001909750
292.32M
Market Value
412
# of Holdings
7 months
Avg. Holding Period
32.09%
Win Rate
36.03%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock... | 271.37 | +0.27% | 213.67K | +5.68% | 61.92M | 226.23 | 21.18% |
| 2 | VYM | Vanguard High Divide... | 123.88 | +0.47% | 354.22K | -13.52% | 45.19M | 109.58 | 15.46% |
| 3 | VEA | Vanguard Developed M... | 52.82 | +0.74% | 374.72K | +24.44% | 17.92M | 46.06 | 6.13% |
| 4 | SCHF | Schwab International... | 20.55 | +0.76% | 857.24K | +169.60% | 15.86M | 18.81 | 5.43% |
| 5 | IJR | iShares Core S&P Sma... | 100.32 | +0.48% | 90.23K | -11.75% | 10.4M | 106.45 | 3.56% |
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