Wealthcollab, LLC
CIK Number: 0002017870
161.98M
Market Value
849
# of Holdings
4 months
Avg. Holding Period
37.64%
Win Rate
5.88%
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 ... | 296.15 | +0.88% | 49.24K | +9.87% | 14.27M | 246.52 | 9.11% |
| 2 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 213.37K | +1.14% | 12.57M | 58.51 | 8.03% |
| 3 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 107.53K | +6.64% | 10.38M | 90.65 | 6.63% |
| 4 | IXUS | iShares Core MS... | 75.92 | -0.92% | 120.47K | +9.16% | 7.97M | 65.13 | 5.09% |
| 5 | BND | Vanguard Total ... | 72.56 | -0.19% | 82.9K | +3.33% | 5.96M | 73.46 | 3.80% |
| 6 | SSRM | SSR Mining Inc. | 12.89 | +1.46% | 852.43K | 0.00% | 5.95M | 10.39 | 3.80% |
| 7 | AVDV | Avantis Interna... | 78.84 | +0.09% | 86.91K | +8.64% | 5.66M | 63.29 | 3.61% |
| 8 | SCHH | Schwab U.S. REI... | 21.27 | -0.07% | 251.33K | +7.25% | 5.29M | 20.73 | 3.38% |
| 9 | MUB | iShares Nationa... | 103.96 | +0.08% | 49.21K | +12.29% | 5.24M | 108.11 | 3.35% |
| 10 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 52.84K | -0.26% | 4.71M | 88.22 | 3.00% |
| 11 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 91.46K | +13.30% | 4.59M | 50.92 | 2.93% |
| 12 | BIV | Vanguard Interm... | 76.08 | -0.17% | 58.97K | +4.65% | 4.41M | 76.27 | 2.81% |
| 13 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 17.24K | +1.84% | 3.78M | 153.16 | 2.41% |
| 14 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 158.08K | +197.09% | 3.59M | 18.56 | 2.29% |
| 15 | AAPL | Apple Inc. | 198.10 | +0.84% | 12.35K | -3.04% | 3.09M | 180.68 | 1.97% |
| 16 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 46.16K | +8.11% | 2.71M | 57.2 | 1.73% |
| 17 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 6.39K | -0.88% | 2.69M | 376.04 | 1.72% |
| 18 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 74.83K | -3.73% | 2.59M | 29.23 | 1.65% |
| 19 | SCHP | Schwab U.S. TIP... | 26.30 | -0.17% | 94.65K | +147.59% | 2.44M | 26.06 | 1.56% |
| 20 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 3.92K | +0.03% | 2.11M | 436.83 | 1.35% |
| 21 | TIP | iShares TIPS Bo... | 108.47 | -0.12% | 19.8K | -4.69% | 2.11M | 107.49 | 1.35% |
| 22 | CMF | iShares Califor... | 55.42 | +0.03% | 33.96K | +16.85% | 1.95M | 57.63 | 1.24% |
| 23 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 17.21K | +1.10% | 1.81M | 86.17 | 1.15% |
| 24 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 23.33K | 0.00% | 1.3M | 52.33 | 0.83% |
| 25 | VV | Vanguard Large ... | 277.77 | +0.86% | 4.51K | 0.00% | 1.22M | 218.15 | 0.78% |
| 26 | ESGD | iShares ESG Awa... | 87.82 | -1.41% | 15.82K | +10.32% | 1.2M | 75.6 | 0.77% |
| 27 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 20.1K | +0.40% | 1.15M | 56.18 | 0.74% |
| 28 | SNAP | Snap Inc. | 8.26 | +3.97% | 96.9K | -5.54% | 1.04M | 16.75 | 0.67% |
| 29 | ITOT | iShares Core S&... | 131.11 | +0.61% | 7.92K | 0.00% | 1.02M | 105.23 | 0.65% |
| 30 | META | Meta Platforms,... | 701.33 | +2.70% | 1.71K | +8.30% | 1M | 376.18 | 0.64% |
| 31 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 2.87K | +354.52% | 958.86K | 318.67 | 0.61% |
| 32 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 16.54K | -5.94% | 937.76K | 56.27 | 0.60% |
| 33 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 4.79K | +47.60% | 912.38K | 164.28 | 0.58% |
| 34 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 8.57K | +0.67% | 860.05K | 99.89 | 0.55% |
| 35 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 1.44K | +0.07% | 841.02K | 475.39 | 0.54% |
| 36 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 5.83K | +7.74% | 783.32K | 64.02 | 0.50% |
| 37 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 1.52K | 0.00% | 691.25K | 356.66 | 0.44% |
| 38 | USRT | iShares Core U.... | 56.76 | -0.79% | 10.6K | 0.00% | 607.49K | 54.28 | 0.39% |
| 39 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 4.31K | 0.00% | 555.34K | 104.92 | 0.35% |
| 40 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 6.64K | 0.00% | 517.83K | 77.37 | 0.33% |
| 41 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 6.37K | 0.00% | 511K | 81.28 | 0.33% |
| 42 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 10.87K | -1% | 478.76K | 41.18 | 0.31% |
| 43 | EA | Electronic Arts... | 150.87 | +1.61% | 3.21K | 0.00% | 469.77K | 137.32 | 0.30% |
| 44 | COST | Costco Wholesal... | 984.10 | -0.62% | 496 | 0.00% | 454.47K | 660.08 | 0.29% |
| 45 | SCHZ | Schwab U.S. Agg... | 22.89 | -0.2% | 19.5K | +88.94% | 442.65K | 23.31 | 0.28% |
| 46 | AGG | iShares Core U.... | 97.78 | -0.19% | 4.08K | -1.09% | 395.55K | 99.27 | 0.25% |
| 47 | ADBE | Adobe Inc. | 401.12 | +2.41% | 854 | +33.23% | 379.76K | 556.15 | 0.24% |
| 48 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 3.7K | +77.25% | 371.29K | 100.29 | 0.24% |
| 49 | DASH | DoorDash, Inc. | 221.46 | +1.14% | 2.1K | 0.00% | 353.11K | 142.73 | 0.23% |
| 50 | CLS | Celestica Inc. | 127.95 | +2.09% | 3.06K | 0.00% | 282.35K | 57.72 | 0.18% |
| 51 | UBER | Uber Technologi... | 85.05 | +1.33% | 4.59K | 0.00% | 276.87K | 62.93 | 0.18% |
| 52 | HD | The Home Depot,... | 353.06 | -0.45% | 701 | 0.00% | 272.68K | 347.64 | 0.17% |
| 53 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 1.43K | -2.39% | 270.32K | 143.98 | 0.17% |
| 54 | IVOV | Vanguard S&P Mi... | 93.83 | +1.19% | 2.81K | 0.00% | 268.3K | 87.18 | 0.17% |
| 55 | BA | The Boeing Comp... | 201.50 | +0.59% | 1.47K | 0.00% | 260.68K | 260.66 | 0.17% |
| 56 | WMT | Walmart Inc. | 94.23 | -0.22% | 2.68K | 0.00% | 242.32K | 52.78 | 0.15% |
| 57 | IWB | iShares Russell... | 329.80 | +0.60% | 730 | -10.1% | 235.18K | 262.26 | 0.15% |
| 58 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 974 | +0.52% | 233.48K | 181.71 | 0.15% |
| 59 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 8.54K | +200.28% | 233.24K | 25.38 | 0.15% |
| 60 | OEF | iShares S&P 100... | 295.09 | +0.81% | 787 | 0.00% | 227.32K | 223.39 | 0.15% |
| 61 | VEA | Vanguard Develo... | 56.41 | +0.44% | 4.52K | -5.7% | 216.05K | 48.23 | 0.14% |
| 62 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 203 | -1.93% | 215.21K | 706.49 | 0.14% |
| 63 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 513 | -7.07% | 207.17K | 250.62 | 0.13% |
| 64 | AXP | American Expres... | 293.96 | +2.14% | 638 | 0.00% | 189.35K | 187.34 | 0.12% |
| 65 | IWF | iShares Russell... | 409.82 | +1.05% | 462 | 0.00% | 185.53K | 303.17 | 0.12% |
| 66 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 763 | +14.56% | 176.89K | 143.42 | 0.11% |
| 67 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 891 | +6.71% | 175.97K | 125.28 | 0.11% |
| 68 | IWR | iShares Russell... | 89.92 | +0.72% | 1.95K | -41.95% | 172.73K | 77.73 | 0.11% |
| 69 | VBR | Vanguard Small ... | 191.26 | +0.97% | 820 | 0.00% | 162.51K | 180.02 | 0.10% |
| 70 | IWD | iShares Russell... | 190.16 | +0.17% | 863 | 0.00% | 159.75K | 165.25 | 0.10% |
| 71 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 1.46K | 0.00% | 157.38K | 101.62 | 0.10% |
| 72 | IJH | iShares Core S&... | 60.66 | +0.67% | 2.42K | 0.00% | 150.79K | 55.43 | 0.10% |
| 73 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 3K | 0.00% | 148.53K | 39.03 | 0.09% |
| 74 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 270 | 0.00% | 140.46K | 530.79 | 0.09% |
| 75 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 1.74K | 0.00% | 131.86K | 75.35 | 0.08% |
| 76 | CVX | Chevron Corpora... | 146.06 | +0.10% | 909 | -0.22% | 131.66K | 151.11 | 0.08% |
| 77 | VB | Vanguard Small ... | 232.08 | +1.04% | 546 | 0.00% | 131.19K | 213.33 | 0.08% |
| 78 | MCD | McDonald's Corp... | 295.94 | -1.98% | 450 | 0.00% | 130.45K | 296.51 | 0.08% |
| 79 | G | Genpact Limited | 43.99 | +2.49% | 2.98K | -5.7% | 127.95K | 33.94 | 0.08% |
| 80 | FINV | FinVolution Gro... | 8.96 | +2.93% | 18.71K | +8.46% | 127.03K | 5.1 | 0.08% |
| 81 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 2.13K | -2.79% | 125.8K | 50.43 | 0.08% |
| 82 | AVSE | Avantis Respons... | 58.11 | +1.28% | 2.49K | -28.16% | 125.72K | 50.06 | 0.08% |
| 83 | INFY | Infosys Limited | 18.70 | +1.52% | 5.73K | +4.58% | 125.54K | 18.34 | 0.08% |
| 84 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 140 | +2.94% | 124.79K | 506.43 | 0.08% |
| 85 | ICLN | iShares Global ... | 13.29 | -0.11% | 10.81K | 0.00% | 123K | 15.39 | 0.08% |
| 86 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 841 | -8.29% | 121.63K | 157.22 | 0.08% |
| 87 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 1.86K | 0.00% | 118.58K | 51.83 | 0.08% |
| 88 | INTC | Intel Corporati... | 20.71 | +2.83% | 5.55K | -2.89% | 111.32K | 50.25 | 0.07% |
| 89 | XLK | Technology Sele... | 242.79 | +1.51% | 462 | 0.00% | 107.48K | 192.48 | 0.07% |
| 90 | ERTH | Invesco MSCI Su... | 43.25 | +1.18% | 2.66K | 0.00% | 107.44K | 46.5 | 0.07% |
| 91 | V | Visa Inc. | 355.07 | +0.63% | 328 | 0.00% | 103.66K | 260.35 | 0.07% |
| 92 | IYR | iShares U.S. Re... | 94.54 | -0.55% | 1.11K | 0.00% | 103.11K | 91.41 | 0.07% |
| 93 | GIB | CGI Inc. | 108.92 | +0.67% | 940 | -6.28% | 102.76K | 105.76 | 0.07% |
| 94 | XLP | Consumer Staple... | 81.17 | +0.25% | 1.29K | 0.00% | 101.48K | 72.03 | 0.06% |
| 95 | IWP | iShares Russell... | 135.18 | +1.35% | 743 | -9.83% | 94.18K | 104.46 | 0.06% |
| 96 | DIS | The Walt Disney... | 119.45 | +1.28% | 832 | 0.00% | 92.64K | 97.8 | 0.06% |
| 97 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 120 | +5.26% | 92.64K | 619.98 | 0.06% |
| 98 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 3.69K | -0.3% | 92.21K | 25.64 | 0.06% |
| 99 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 605 | 0.00% | 92K | 169.84 | 0.06% |
| 100 | SKM | SK Telecom Co.,... | 22.35 | +1.87% | 4.35K | -20.66% | 91.44K | 21.66 | 0.06% |
| 101 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 1K | -16.67% | 91.25K | 96.01 | 0.06% |
| 102 | PFE | Pfizer Inc. | 24.39 | -0.63% | 3.38K | -16.65% | 89.81K | 28.29 | 0.06% |
| 103 | IBN | ICICI Bank Limi... | 33.26 | +0.53% | 2.96K | 0.00% | 88.33K | 23.84 | 0.06% |
| 104 | IVE | iShares S&P 500... | 191.30 | +0.20% | 458 | 0.00% | 87.42K | 173.89 | 0.06% |
| 105 | RDY | Dr. Reddy's Lab... | 15.69 | -0.7% | 5.5K | +492.57% | 86.92K | 14.25 | 0.06% |
| 106 | ABT | Abbott Laborato... | 133.99 | -1.2% | 768 | 0.00% | 86.87K | 110.07 | 0.06% |
| 107 | KT | KT Corporation | 20.19 | +1.00% | 5.48K | 0.00% | 85.1K | 13.44 | 0.05% |
| 108 | ASML | ASML Holding N.... | 773.75 | +1.68% | 122 | +7.02% | 84.56K | 762.96 | 0.05% |
| 109 | SCZ | iShares MSCI EA... | 70.56 | -1% | 1.33K | -24.4% | 80.91K | 61.9 | 0.05% |
| 110 | VXF | Vanguard Extend... | 187.50 | +1.15% | 425 | 0.00% | 80.74K | 164.42 | 0.05% |
| 111 | IP | International P... | 46.52 | +1.36% | 1.5K | 0.00% | 80.73K | 39.03 | 0.05% |
| 112 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 1.11K | 0.00% | 79K | 58.45 | 0.05% |
| 113 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 1.84K | -15.94% | 76.95K | 40.21 | 0.05% |
| 114 | AMAT | Applied Materia... | 176.39 | +3.40% | 472 | 0.00% | 76.76K | 162.07 | 0.05% |
| 115 | ADP | Automatic Data ... | 307.60 | +0.25% | 262 | 0.00% | 76.7K | 232.97 | 0.05% |
| 116 | PPG | PPG Industries,... | 108.94 | +2.48% | 633 | 0.00% | 75.61K | 149.55 | 0.05% |
| 117 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 2.83K | -5.95% | 75.34K | 24.79 | 0.05% |
| 118 | BSV | Vanguard Short-... | 78.08 | -0.03% | 968 | 0.00% | 74.8K | 77.02 | 0.05% |
| 119 | IWM | iShares Russell... | 210.52 | +0.78% | 337 | 0.00% | 74.46K | 200.71 | 0.05% |
| 120 | AVSD | Avantis Respons... | 67.33 | +0.67% | 1.34K | -31.94% | 74.39K | 56.08 | 0.05% |
| 121 | IZRL | ARK Israel Inno... | 25.00 | +3.09% | 3.26K | 0.00% | 72.97K | 19.51 | 0.05% |
| 122 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 2.1K | 0.00% | 71.67K | 34.09 | 0.05% |
| 123 | ITRN | Ituran Location... | 36.02 | -0.58% | 2.29K | 0.00% | 71.3K | 27.14 | 0.05% |
| 124 | SPIP | SPDR Portfolio ... | 25.68 | -0.16% | 2.76K | -67.44% | 69.75K | 25.57 | 0.04% |
| 125 | AI | C3.ai, Inc. | 24.43 | +2.82% | 2K | 0.00% | 68.86K | 26.4 | 0.04% |
| 126 | MHO | M/I Homes, Inc. | 107.67 | +0.61% | 517 | -10.55% | 68.74K | 137.74 | 0.04% |
| 127 | WIT | Wipro Limited | 3.04 | +2.19% | 19.25K | +100.00% | 68.16K | 2.91 | 0.04% |
| 128 | PG | The Procter & G... | 160.70 | +0.26% | 406 | 0.00% | 68.07K | 146.54 | 0.04% |
| 129 | BABA | Alibaba Group H... | 116.11 | +2.87% | 778 | 0.00% | 65.97K | 82.37 | 0.04% |
| 130 | IBM | International B... | 281.56 | +1.57% | 300 | 0.00% | 65.95K | 181.07 | 0.04% |
| 131 | VGK | Vanguard Europe... | 77.47 | +0.32% | 1.03K | 0.00% | 65.25K | 64.48 | 0.04% |
| 132 | SCHF | Schwab Internat... | 21.89 | +0.44% | 3.52K | +100.97% | 65.21K | 18.48 | 0.04% |
| 133 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 753 | -12.44% | 64.77K | 103.62 | 0.04% |
| 134 | GS | The Goldman Sac... | 626.86 | +2.17% | 112 | 0.00% | 64.11K | 410.54 | 0.04% |
| 135 | APAM | Artisan Partner... | 42.95 | +1.50% | 1.47K | 0.00% | 63.16K | 44.07 | 0.04% |
| 136 | GDDY | GoDaddy Inc. | 177.79 | +1.17% | 319 | 0.00% | 62.96K | 108.26 | 0.04% |
| 137 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 348 | +58.18% | 61.84K | 164.02 | 0.04% |
| 138 | GRVY | Gravity Co., Lt... | 63.89 | +2.47% | 979 | +91.59% | 61.78K | 67.52 | 0.04% |
| 139 | SNY | Sanofi | 49.38 | -0.58% | 1.28K | +15.63% | 61.73K | 48.95 | 0.04% |
| 140 | SOFI | SoFi Technologi... | 14.88 | +5.64% | 4K | 0.00% | 61.6K | 7.22 | 0.04% |
| 141 | KR | The Kroger Co. | 66.03 | +0.72% | 997 | +5.61% | 60.97K | 55.48 | 0.04% |
| 142 | RIO | Rio Tinto Group | 58.22 | +0.38% | 1.03K | +35.93% | 60.52K | 67.14 | 0.04% |
| 143 | BBVA | Banco Bilbao Vi... | 15.56 | +3.18% | 6.19K | -9.7% | 60.19K | 9.51 | 0.04% |
| 144 | STLA | Stellantis N.V. | 9.86 | +1.60% | 4.59K | +96.49% | 59.95K | 18.28 | 0.04% |
| 145 | SFM | Sprouts Farmers... | 160.38 | +1.56% | 466 | 0.00% | 59.22K | 48.11 | 0.04% |
| 146 | FCX | Freeport-McMoRa... | 41.88 | +2.31% | 1.55K | 0.00% | 59.18K | 47.16 | 0.04% |
| 147 | PRG | PROG Holdings, ... | 29.48 | +3.04% | 1.38K | 0.00% | 58.19K | 32.49 | 0.04% |
| 148 | IJR | iShares Core S&... | 106.86 | +0.53% | 502 | 0.00% | 57.84K | 108.25 | 0.04% |
| 149 | FDX | FedEx Corporati... | 226.24 | +0.83% | 204 | 0.00% | 57.39K | 279.59 | 0.04% |
| 150 | PRDO | Perdoceo Educat... | 31.88 | +0.11% | 2.16K | 0.00% | 57.15K | 17.56 | 0.04% |