Jp Wealth Management, Inc.
CIK Number: 0001967622
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 34.70 | -0.89% | 838.89K | +100.00% | 29.02M | 34.59 | 21.31% |
| 2 | QQQM | Invesco NASDAQ ... | 217.77 | -1.01% | 106.54K | +100.00% | 22.42M | 210.45 | 16.46% |
| 3 | QQEW | First Trust NAS... | 132.12 | -1.13% | 120.54K | +100.00% | 15.06M | 124.96 | 11.06% |
| 4 | TSI | TCW Strategic I... | 4.93 | +0.13% | 2.84M | +100.00% | 13.64M | 4.81 | 10.01% |
| 5 | DFAW | Dimensional Wor... | 65.20 | -0.8% | 208.18K | +100.00% | 13M | 62.46 | 9.55% |
| 6 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 21.44K | +100.00% | 10.96M | 511.23 | 8.05% |
| 7 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 134.98K | +100.00% | 6.68M | 49.51 | 4.91% |
| 8 | IWF | iShares Russell... | 406.54 | -0.88% | 5.4K | +100.00% | 2.17M | 401.58 | 1.59% |
| 9 | IWD | iShares Russell... | 188.74 | -0.84% | 5.22K | +100.00% | 965.64K | 185.13 | 0.71% |
| 10 | VTV | Vanguard Value ... | 172.71 | -0.87% | 3.9K | +100.00% | 660.27K | 169.3 | 0.48% |
| 11 | IWS | iShares Russell... | 128.21 | -0.97% | 5.87K | +100.00% | 518.73K | 129.34 | 0.38% |
| 12 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 10K | +100.00% | 501.3K | 50.13 | 0.37% |
| 13 | IWO | iShares Russell... | 275.38 | -1.06% | 1.85K | +100.00% | 349.35K | 287.82 | 0.26% |
| 14 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 361 | +100.00% | 211.57K | 586.08 | 0.16% |