VRL
Vision Retirement, LLC Portfolio holdings
AUM
$352M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$373M
AUM Growth
–
Holding
602
Top Buys
| 1 | +$52.6M | |
| 2 | +$36.2M | |
| 3 | +$23.3M | |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$14.9M |
| 5 |
Tesla
TSLA
|
+$14.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Consumer Discretionary | 11.74% |
| 3 | Financials | 6.09% |
| 4 | Industrials | 4.68% |
| 5 | Communication Services | 4.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
601
Fiserv Inc
FISV
$30.3B
| – | – |
0
|
|
||
602
Bitwise Bitcoin ETF
BITB
$3.07B
| – | – |
0
|
|