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TC
Tenret Company Portfolio holdings
AUM
$207M
1-Year Est. Return
13.8%
This Fund
S&P 500
1 Year Est. Return
+13.8%
AUM
$207M
AUM Growth
+$9.53M
(+4.8%)
Holding
33
Top Buys
| 1 | +$3.49M | |
| 2 | +$1.93M | |
| 3 | +$1.79M | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.66M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.54M |
Top Sells
| 1 | +$779K | |
| 2 | +$385K | |
| 3 | +$197K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$137K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$67.8K |
Sector Composition
| 1 | Financials | 0.35% |
| 2 | Energy | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class A
BRK.A
$1.06T
| $718K | 0.35% |
1
|
|
||
27
Exxon Mobil
XOM
$583B
| $438K | 0.21% |
2,581
|
|
||
|
SCHV
28
Schwab US Large-Cap Value ETF
SCHV
$15.9B
| $357K | 0.17% |
11,717
-1,624
|
|
||
29
Schwab US Dividend Equity ETF
SCHD
$93.9B
| $301K | 0.15% |
9,821
-604
|
|
||
30
iShares Core US Aggregate Bond ETF
AGG
$137B
| $297K | 0.14% |
2,990
|
|
||
31
Vanguard S&P 500 ETF
VOO
$976B
| $268K | 0.13% |
449
|
|
||
32
iShares Russell 2000 ETF
IWM
$79.6B
| $248K | 0.12% |
1,000
|
|
||
33
Vanguard Real Estate ETF
VNQ
$37B
| $239K | 0.12% |
2,695
|
|