Austin Wealth Management, LLC
CIK Number: 0002003112
455.51M
Market Value
95
# of Holdings
4 months
Avg. Holding Period
83.96%
Win Rate
18.58%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Dimensional Etf... | 34.85 | +0.11% | 1.24M | -0.75% | 42.14M | 26.2 | 9.25% | |
2 | Dimensional Etf... | 53.13 | +0.04% | 588.43K | +4.29% | 28.56M | 47.6 | 6.27% | |
3 | Pimco Equity Se... | 49.91 | +0.26% | 563.79K | +2.88% | 28.16M | 38.78 | 6.18% | |
4 | Dimensional Etf... | 40.79 | +0.12% | 708.05K | +11.48% | 27.81M | 32.99 | 6.10% | |
5 | Ssga Active Etf... | 39.26 | +0.08% | 335.00K | +5.59% | 13.79M | 38.97 | 3.03% |
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