Ritholtz Wealth Management
CIK Number: 0001698218
3.35B
Market Value
837
# of Holdings
10 months
Avg. Holding Period
39.91%
Win Rate
35.99%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 277.95 | -0.12% | 834.91K | +1.70% | 241.97M | 168.55 | 7.11% |
| 2 | QQQ | Invesco QQQ Tru... | 488.10 | -0.04% | 421.09K | +2.10% | 215.28M | 343.43 | 6.32% |
| 3 | IVV | iShares Core S&... | 566.98 | -0.06% | 356.73K | +2.62% | 210M | 421.43 | 6.17% |
| 4 | STIP | iShares 0-5 Yea... | 102.66 | +0.08% | 1.57M | +3.91% | 158.16M | 99.93 | 4.65% |
| 5 | AAPL | Apple Inc. | 198.41 | +0.47% | 513.8K | +4.60% | 128.67M | 145.88 | 3.78% |
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