
Kfg Wealth Management, LLC
CIK Number: 0001919344
535M
Market Value
136
# of Holdings
6 months
Avg. Holding Period
74.32%
Win Rate
50.99%
Peformance 3-Years
Main Sectors:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Etf Ser Solutio... | 28.13 | -0.25% | 732.09K | +100.00% | 20.72M | 28.3 | 4.50% | |
2 | Invesco Qqq Tr | 495.33 | -0.35% | 31.7K | -8.16% | 15.47M | 319.47 | 3.36% | |
3 | Fidelity Merrim... | 45.81 | -0.36% | 289.63K | +1.42K% | 13.54M | 46.62 | 2.94% | |
4 | Dimensional Etf... | 50.73 | 0.00% | 207.62K | +532.84% | 13.15M | 62.64 | 2.86% | |
5 | Spdr Index Shs ... | 38.85 | +0.82% | 293.1K | +100.00% | 12.1M | 41.28 | 2.63% |
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