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Janiczek Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$477.13M
# of Holdings
1091
Performance Rank
N/A
Allocation (Top 20)
N/A

Janiczek Wealth Management, Llc Holdings Map

Top 50 Janiczek Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
13.39%116.8K$63.9M
-4.96%(-6.09K)
2023-Q2: 120.6K shares2023-Q3: 120.2K shares2023-Q4: 119.6K shares2024-Q1: 122.8K shares2024-Q2: 116.8K shares2024-06-30
AVDE
AMERICAN CENTY ETF TR
8.38%642.4K$40.0M
+40.37%(+184.75K)
2023-Q2: 433.1K shares2023-Q3: 440.7K shares2023-Q4: 436.1K shares2024-Q1: 457.7K shares2024-Q2: 642.4K shares2024-06-30
AGG
ISHARES TR
7.43%365.3K$35.5M
-1.56%(-5.77K)
2023-Q2: 299.3K shares2023-Q3: 314.0K shares2023-Q4: 336.3K shares2024-Q1: 371.1K shares2024-Q2: 365.3K shares2024-06-30
DSTL
ETF SER SOLUTIONS
6.67%619.3K$31.8M
+7.81%(+44.89K)
2023-Q2: 458.1K shares2023-Q3: 479.9K shares2023-Q4: 517.1K shares2024-Q1: 574.4K shares2024-Q2: 619.3K shares2024-06-30
DGRW
WISDOMTREE TR
5.08%310.7K$24.2M
+437.80%(+252.92K)
2023-Q4: 24.9K shares2024-Q1: 57.8K shares2024-Q2: 310.7K shares2024-06-30
SCHD
SCHWAB STRATEGIC TR
4.13%251.4K$19.7M
-47.68%(-229.16K)
2023-Q2: 527.7K shares2023-Q3: 520.5K shares2023-Q4: 484.0K shares2024-Q1: 480.6K shares2024-Q2: 251.4K shares2024-06-30
FNDA
SCHWAB STRATEGIC TR
3.87%335.0K$18.4M
-1.71%(-5.83K)
2023-Q2: 321.8K shares2023-Q3: 325.8K shares2023-Q4: 329.0K shares2024-Q1: 340.9K shares2024-Q2: 335.0K shares2024-06-30
XCEM
COLUMBIA ETF TR II
3.02%450.7K$14.4Mnew2024-Q2: 450.7K shares2024-06-30
CALF
PACER FDS TR
2.94%321.8K$14.0Mnew2024-Q2: 321.8K shares2024-06-30
UCON
FIRST TR EXCHNG TRADED FD VI
2.72%530.2K$13.0M
-5.96%(-33.58K)
2023-Q2: 602.7K shares2023-Q3: 604.9K shares2023-Q4: 556.0K shares2024-Q1: 563.8K shares2024-Q2: 530.2K shares2024-06-30

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