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RFO
RiverGlades Family Offices Portfolio holdings
AUM
$170M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$170M
AUM Growth
–
Holding
87
Top Buys
| 1 | +$34.9M | |
| 2 | +$14.3M | |
| 3 | +$12.1M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.32M |
| 5 |
iShares Gold Trust
IAU
|
+$8.08M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.21% |
| 2 | Energy | 3.12% |
| 3 | Financials | 1.73% |
| 4 | Industrials | 1.47% |
| 5 | Communication Services | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class B
BRK.B
$1.06T
| $276K | 0.16% |
+575
|
|
||
77
UnitedHealth
UNH
$371B
| $271K | 0.16% |
+1,000
|
|
||
78
Vanguard Short-Term Bond ETF
BSV
$45.1B
| $265K | 0.16% |
+3,380
|
|
||
79
Bunge Global
BG
$24.7B
| $254K | 0.15% |
+2,000
|
|
||
80
Corteva
CTVA
$50.9B
| $251K | 0.15% |
+3,000
|
|
||
81
Alcoa
AA
$18.1B
| $226K | 0.13% |
+3,400
|
|
||
82
Mondelez International
MDLZ
$80.9B
| $225K | 0.13% |
+3,900
|
|
||
83
Tesla
TSLA
$1.53T
| $214K | 0.13% |
+575
|
|
||
84
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
| $210K | 0.12% |
+1,926
|
|
||
85
iShares Select Dividend ETF
DVY
$23.1B
| $209K | 0.12% |
+1,380
|
|
||
86
Paycom
PAYC
$6.27B
| $207K | 0.12% |
+1,700
|
|
||
87
Ondas Inc
ONDS
$4.83B
| $200K | 0.12% |
+22,100
|
|