A
AdvicePeriod Portfolio holdings
AUM
$1.54B
1-Year Est. Return
29.32%
1 Year Est. Return
+29.32%
AUM
$1.54B
AUM Growth
+$128M
(+9.1%)
Holding
87
Top Buys
| 1 | +$13.9M | |
| 2 | +$10.4M | |
| 3 | +$6.38M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$6.21M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$6.17M |
Top Sells
| 1 | +$2.56M | |
| 2 | +$2.36M | |
| 3 | +$1.46M | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$1.2M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.05M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard High Dividend Yield ETF
VYM
$65.6B
| $451K | 0.03% |
4,301
+225
|
|
||
77
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| $441K | 0.03% |
5,011
-808
|
|
||
78
Vanguard Information Technology ETF
VGT
$112B
| $416K | 0.03% |
1,043
|
|
||
79
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
| $375K | 0.02% |
4,629
|
|
||
80
iShares Global Tech ETF
IXN
$6.54B
| $323K | 0.02% |
5,742
+12
|
|
||
81
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
| $278K | 0.02% |
9,880
+174
|
|
||
82
iShares Government/Credit Bond ETF
GBF
$138M
| $268K | 0.02% |
2,190
-162
|
|
||
83
iShares Micro-Cap ETF
IWC
$1.05B
| $223K | 0.01% |
1,464
-26
|
|
||
84
iShares Select Dividend ETF
DVY
$21B
| $222K | 0.01% |
+1,905
|
|
||
85
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.96B
| $216K | 0.01% |
+1,584
|
|
||
86
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| – | – |
-3,242
|
|
||
87
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| – | – |
-7,160
|
|