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VFP
Vilga Financial Planning Portfolio holdings
AUM
$112M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$112M
AUM Growth
+$7.55M
(+7.2%)
Holding
87
Top Buys
| 1 | +$3.94M | |
| 2 | +$2.71M | |
| 3 | +$1.2M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.19M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$680K |
Top Sells
| 1 | +$1.54M | |
| 2 | +$262K | |
| 3 | +$236K | |
| 4 |
Walt Disney
DIS
|
+$203K |
| 5 |
Microsoft
MSFT
|
+$126K |
Sector Composition
| 1 | Technology | 10.17% |
| 2 | Communication Services | 3.55% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Financials | 2.76% |
| 5 | Healthcare | 1.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vertex Pharmaceuticals
VRTX
$134B
| $230K | 0.21% |
515
|
|
||
77
iShares Russell 2000 ETF
IWM
$82.7B
| $228K | 0.2% |
920
|
|
||
78
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
| $220K | 0.2% |
4,376
|
|
||
79
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.12B
| $220K | 0.2% |
5,378
+58
|
|
||
80
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $217K | 0.19% |
6,571
|
|
||
81
Intuitive Surgical
ISRG
$151B
| $211K | 0.19% |
458
+9
|
|
||
82
UnitedHealth
UNH
$386B
| $207K | 0.18% |
764
+36
|
|
||
83
Advanced Micro Devices
AMD
$844B
| $200K | 0.18% |
+985
|
|
||
|
84
Walt Disney
DIS
$173B
| – | – |
-1,785
|
|
||
85
Oracle
ORCL
$404B
| – | – |
-1,346
|
|
||
86
Palantir
PLTR
$310B
| – | – |
-1,330
|
|
||
87
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$861M
| – | – |
-61,668
|
|