TP
Trailhead Planners Portfolio holdings
AUM
$104M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
+$2.39M
(+2.4%)
Holding
52
Top Buys
| 1 | +$515K | |
| 2 | +$256K | |
| 3 | +$230K | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$198K |
| 5 |
Avantis Responsible US Equity ETF
AVSU
|
+$128K |
Top Sells
| 1 | +$412K | |
| 2 | +$218K | |
| 3 | +$215K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$207K |
| 5 |
Dimensional International Value ETF
DFIV
|
+$207K |
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Energy | 1.45% |
| 3 | Financials | 0.41% |
| 4 | Communication Services | 0.34% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$349B
| – | – |
-651
|
|
||
52
Vanguard Growth ETF
VUG
$227B
| – | – |
-2,676
|
|