Hbk Sorce Advisory LLC
CIK Number: 0001379995
3.41B
Market Value
554
# of Holdings
22 months
Avg. Holding Period
38.58%
Win Rate
28.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 22.09 | +0.71% | 32.14M | +202.16% | 745M | 14.27 | 22.46% |
| 2 | VCRB | Vanguard Core B... | 76.88 | -0.82% | 7.19M | +6.70% | 544.89M | 78.98 | 16.43% |
| 3 | VEA | Vanguard Develo... | 52.68 | -0.36% | 6.87M | +2.22% | 328.39M | 43.26 | 9.90% |
| 4 | DUSB | Dimensional ETF... | 50.70 | +0.03% | 3.45M | +24.38% | 225.57M | 59.13 | 6.80% |
| 5 | AAPL | Apple Inc. | 213.19 | +0.32% | 333.77K | +1.67% | 83.58M | 103.09 | 2.52% |
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