Org Partners LLC

CIK Number: 0001979372

736.71M
Market Value
874
# of Holdings
5 months
Avg. Holding Period
61.96%
Win Rate
13.85%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Vanguard Index ...
534.79
+0.04% 51.98K +1.96% 27.44M 501.79 4.39%
2 Aptus Defined R...
27.04
-0.07% 887.04K +14.25% 25.10M 27.14 4.02%
3 Ishares Tr Core...
44.75
+0.06% 502.62K -14.84% 23.68M 44.83 3.79%
4
Vanguard Ftse D...
47.57
+0.35% 294.17K +1.46% 15.54M 49.51 2.49%
5
Ishares Core S&...
584.41
+0.04% 25.52K -0.36% 14.73M 548.41 2.36%

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