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VFP
Vilga Financial Planning Portfolio holdings
AUM
$112M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$104M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$18.3M | |
| 2 | +$5.16M | |
| 3 | +$4.36M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.14M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.36% |
| 2 | Communication Services | 4.37% |
| 3 | Consumer Discretionary | 3.81% |
| 4 | Financials | 3.27% |
| 5 | Healthcare | 2.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$128B
| $225K | 0.22% |
+932
|
|
||
77
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
| $220K | 0.21% |
+4,376
|
|
||
78
Micron Technology
MU
$1.1T
| $218K | 0.21% |
+765
|
|
||
79
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $215K | 0.21% |
+6,571
|
|
||
80
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.12B
| $215K | 0.21% |
+5,320
|
|
||
81
Walt Disney
DIS
$173B
| $203K | 0.19% |
+1,785
|
|