Ethos Financial Group, LLC
CIK Number: 0001954242
767.05M
Market Value
309
# of Holdings
4 months
Avg. Holding Period
23.51%
Win Rate
29.09%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Broad Ma... | 20.68 | +0.95% | 1.87M | +217.71% | 42.47M | 16.6 | 5.54% |
| 2 | BOXX | Alpha Architect 1-3 ... | 111.68 | +0.01% | 326K | -2.33% | 35.95M | 107.85 | 4.69% |
| 3 | SCHX | Schwab U.S. Large-Ca... | 21.23 | +0.74% | 1.02M | +231.74% | 23.66M | 17.17 | 3.08% |
| 4 | VT | Vanguard Total World... | 112.09 | +0.89% | 194.86K | +12.40% | 22.89M | 93.49 | 2.98% |
| 5 | SCHG | Schwab U.S. Large-Ca... | 24.48 | +0.51% | 802.47K | +338.61% | 22.36M | 19.99 | 2.92% |
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