Grey Fox Wealth Advisors, LLC

CIK Number: 0001965362

364.7M
Market Value
93
# of Holdings
6 months
Avg. Holding Period
73.20%
Win Rate
26.79%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Vanguard Value ...
178.12
+1.39% 282.25K +19.70% 49.27M 151.91 13.73%
2
Vanguard Growth...
405.80
+1.81% 109.84K +16.73% 41.09M 274.1 11.45%
3
Ishares Core Us...
99.22
+0.42% 277.44K +66.62% 28.1M 98.78 7.83%
4
Vanguard Ftse D...
51.07
+0.08% 523.1K +24.01% 27.62M 46.56 7.70%
5
Vanguard Small ...
196.99
+0.57% 102.56K +22.35% 20.59M 172.5 5.74%

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