StockDriftsStockDriftsTop 50 Rainsberger Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 6.18% | 306.3K | $11.3M | +1.38%(+4.16K) | — | 2023-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 6.17% | 203.0K | $11.3M | -1.15%(-2.36K) | — | 2023-12-31 | |
| MTUM | ISHARES TR | 4.38% | 51.2K | $8.0M | -2.83%(-1.49K) | — | 2023-12-31 | |
| IEI | ISHARES TR | 4.35% | 68.0K | $8.0M | -0.47%(-319) | — | 2023-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.19% | 101.8K | $7.7M | -1.49%(-1.54K) | — | 2023-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.16% | 100.2K | $7.6M | -3.22%(-3.33K) | — | 2023-12-31 | |
| SPAB | SPDR SER TR | 4.08% | 291.5K | $7.5M | new | — | 2023-12-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.89% | 156.2K | $7.1M | new | — | 2023-12-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.57% | 263.8K | $6.5M | -10.23%(-30.07K) | — | 2023-12-31 | |
| FNDA | SCHWAB STRATEGIC TR | 3.29% | 108.9K | $6.0M | -0.62%(-678) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Rainsberger Wealth Advisors, Inc. reports $183.26M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (6.2%), SCHB (6.2%) and MTUM (4.4%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rainsberger Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912314). View Rainsberger Wealth Advisors, Inc.’s 13F filings on SEC