Operose Advisors LLC
CIK Number: 0001909750
309.17M
Market Value
590
# of Holdings
7 months
Avg. Holding Period
71.78%
Win Rate
32.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total ... | 299.93 | -0.05% | 202.19K | +4.52% | 57.25M | 222.63 | 18.52% | |
| 2 | Vanguard High D... | 131.82 | +0.86% | 409.58K | -6.66% | 52.51M | 109.58 | 16.98% | |
| 3 | Vanguard Ftse D... | 49.99 | -0.24% | 301.13K | +2.37% | 15.90M | 45.63 | 5.14% | |
| 4 | Schwab Internat... | 19.05 | -0.23% | 317.97K | +22.24% | 13.07M | 27.33 | 4.23% | |
| 5 | Ishares Core S&... | 122.77 | -0.73% | 102.24K | -10.44% | 11.96M | 106.45 | 3.87% |
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