A
AdvicePeriod Portfolio holdings
AUM
$1.54B
This Quarter Return
+3.35%
1 Year Return
+29.32%
3 Year Return
+31.53%
5 Year Return
–
10 Year Return
–
AUM
$526M
AUM Growth
–
Cap. Flow
+$526M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.77%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$103M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$56.8M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$46.2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$40M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$23.4M |
Top Sells
No sells this quarter
