Jp Wealth Management, Inc.
CIK Number: 0001967622
124.1M
Market Value
14
# of Holdings
1 months
Avg. Holding Period
0.00%
Win Rate
-0.84%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 838.89K | +100.00% | 29.02M | 34.59 | 21.31% |
| 2 | QQQM | Invesco NASDAQ ... | 219.74 | +1.29% | 106.54K | +100.00% | 22.42M | 210.45 | 16.46% |
| 3 | QQEW | First Trust NAS... | 133.49 | +1.25% | 120.54K | +100.00% | 15.06M | 124.96 | 11.06% |
| 4 | TSI | TCW Strategic I... | 4.92 | +0.07% | 2.84M | +100.00% | 13.64M | 4.81 | 10.01% |
| 5 | DFAW | Dimensional Wor... | 65.74 | +0.89% | 208.18K | +100.00% | 13M | 62.46 | 9.55% |
| 6 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 21.44K | +100.00% | 10.96M | 511.23 | 8.05% |
| 7 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 134.98K | +100.00% | 6.68M | 49.51 | 4.91% |
| 8 | IWF | iShares Russell... | 409.82 | +1.05% | 5.4K | +100.00% | 2.17M | 401.58 | 1.59% |
| 9 | IWD | iShares Russell... | 190.16 | +0.17% | 5.22K | +100.00% | 965.64K | 185.13 | 0.71% |
| 10 | VTV | Vanguard Value ... | 174.03 | +0.37% | 3.9K | +100.00% | 660.27K | 169.3 | 0.48% |
| 11 | IWS | iShares Russell... | 129.32 | +0.51% | 5.87K | +100.00% | 518.73K | 129.34 | 0.38% |
| 12 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 10K | +100.00% | 501.3K | 50.13 | 0.37% |
| 13 | IWO | iShares Russell... | 278.10 | +1.14% | 1.85K | +100.00% | 349.35K | 287.82 | 0.26% |
| 14 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 361 | +100.00% | 211.57K | 586.08 | 0.16% |