Custom Portfolio Group LLC
CIK Number: 0002034330
126.96M
Market Value
213
# of Holdings
2 months
Avg. Holding Period
50.23%
Win Rate
5.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|
| 1 | Ishares 0-3 Mon... | 537.07K | +4.35% | 49.99M | 100.27 | 39.37% | |
| 2 | Schwab Us Broad... | 124.31K | -0.80% | 7.83M | 55.67 | 6.17% | |
| 3 | Ishares Gold Tr... | 135.46K | -2.72% | 5.80M | 39.17 | 4.57% | |
| 4 | Vanguard Short-... | 82.33K | +33.19% | 4.41M | 57.89 | 3.47% | |
| 5 | Spdr Gold Share... | 14.43K | 0.00% | 3.08M | 191.38 | 2.42% |
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- Up to 30 years financial history
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