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Custom Portfolio Group Llc

Portfolio Manager
Custom Portfolio Group Llc
Performance
0% (N/A)
AUM (13F)
$126.96M
# of Holdings
236
Performance Rank
N/A
Allocation (Top 20)
N/A

Custom Portfolio Group Llc Holdings Map

Top 50 Custom Portfolio Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
iShares 0-3 Month Treasury Bond ETF
39.37%537.1K$50.0Mnew2024-Q2: 537.1K shares2024-06-30
VOO
Vanguard S&P 500 Index Fund ETF
11.25%29.4K$14.3Mnew2024-Q2: 29.4K shares2024-06-30
SCHB
Schwab US Broad Market ETF
6.17%124.3K$7.8Mnew2024-Q2: 124.3K shares2024-06-30
IAU
iShares Gold Trust ETF
4.57%135.5K$5.8Mnew2024-Q2: 135.5K shares2024-06-30
VGSH
Vanguard Short-Term Treasury Index Fund ETF
3.47%82.3K$4.4Mnew2024-Q2: 82.3K shares2024-06-30
GLD
SPDR Gold Shares ETF
2.42%14.4K$3.1Mnew2024-Q2: 14.4K shares2024-06-30
VDE
Vanguard Energy Index Fund ETF
2.27%23.3K$2.9Mnew2024-Q2: 23.3K shares2024-06-30
VGIT
Vanguard Inter-Term Treasury Bond Index ETF
2.17%51.8K$2.8Mnew2024-Q2: 51.8K shares2024-06-30
SLV
iShares Silver Trust ETF
2.01%97.8K$2.5Mnew2024-Q2: 97.8K shares2024-06-30
DVYE
iShares Emerging Markets Dividend ETF
1.69%81.7K$2.2Mnew2024-Q2: 81.7K shares2024-06-30

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