Wetzel Investment Advisors, Inc.

CIK Number: 0002009211

198.92M
Market Value
111
# of Holdings
3 months
Avg. Holding Period
46.43%
Win Rate
12.62%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Vanguard Star F...
58.83
-0.17% 258.44K +428.45% 16.73M 63.49 8.41%
2
Ishares Tr
400.72
-0.21% 42.25K +99.55% 15.86M 339.8 7.97%
3
Vanguard Index ...
537.55
-0.23% 23.84K +13.02% 12.62M 448.34 6.34%
4
Jpmorgan Chase ...
239.98
+0.11% 45.01K -2.29% 9.49M 170.1 4.77%
5
Eli Lilly & Co
777.77
+0.75% 9.56K +1.11% 8.47M 589.3 4.26%

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