Annex Advisory Services, LLC

CIK Number: 0001542287

3.53B
Market Value
301
# of Holdings
14 months
Avg. Holding Period
35.11%
Win Rate
35.86%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AVUS Avantis U.S. Eq...
91.26
+0.70% 3.56M +5.00% 345.42M 87.43 10.41%
2 AVDE Avantis Interna...
68.72
-0.33% 4.94M -14.33% 302.87M 62.81 9.13%
3 VGLT Vanguard Long-T...
56.26
-1.02% 2.6M +100.00% 143.68M 55.35 4.33%
4 JQUA JPMorgan U.S. Q...
56.19
+0.17% 2.37M -7.94% 135.62M 50.74 4.09%
5 AVEM Avantis Emergin...
60.58
+0.12% 2.08M -17.93% 122.52M 54.43 3.69%

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Up to 30 years financial history
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