Top 50 Us Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 12.57% | 138.6K | $42.5M | -0.67%(-929) | — | 2025-03-31 | |
| IVV | ISHARES TR | 9.22% | 55.5K | $31.2M | -0.24%(-131) | — | 2025-03-31 | |
| EFA | ISHARES TR | 5.8% | 240.1K | $19.6M | +9.85%(+21.52K) | — | 2025-03-31 | |
| SPTI | SPDR SER TR | 4.18% | 494.9K | $14.1M | +6.17%(+28.77K) | — | 2025-03-31 | |
| VO | VANGUARD INDEX FDS | 3.87% | 50.6K | $13.1M | -2.05%(-1.06K) | — | 2025-03-31 | |
| IWD | ISHARES TR | 3.76% | 67.5K | $12.7M | +1.83%(+1.21K) | — | 2025-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.39% | 195.9K | $11.5M | -2.14%(-4.29K) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.26% | 19.7K | $11.0M | +0.33%(+64) | — | 2025-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.12% | 133.8K | $10.6M | +2.82%(+3.67K) | — | 2025-03-31 | |
| EEM | ISHARES TR | 2.93% | 226.9K | $9.9M | +11.57%(+23.54K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Us Financial Advisors, Llc, compare funds side by side, and get alerts the moment positions change.