Top 50 Janiczek Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.39% | 116.8K | $63.9M | -4.96%(-6.09K) | — | 2024-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 8.38% | 642.4K | $40.0M | +40.37%(+184.75K) | — | 2024-06-30 | |
| AGG | ISHARES TR | 7.43% | 365.3K | $35.5M | -1.56%(-5.77K) | — | 2024-06-30 | |
| DSTL | ETF SER SOLUTIONS | 6.67% | 619.3K | $31.8M | +7.81%(+44.89K) | — | 2024-06-30 | |
| DGRW | WISDOMTREE TR | 5.08% | 310.7K | $24.2M | +437.80%(+252.92K) | — | 2024-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.13% | 251.4K | $19.7M | -47.68%(-229.16K) | — | 2024-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 3.87% | 335.0K | $18.4M | -1.71%(-5.83K) | — | 2024-06-30 | |
| XCEM | COLUMBIA ETF TR II | 3.02% | 450.7K | $14.4M | new | — | 2024-06-30 | |
| CALF | PACER FDS TR | 2.94% | 321.8K | $14.0M | new | — | 2024-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.72% | 530.2K | $13.0M | -5.96%(-33.58K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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