Abound Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Abound Wealth Management | Institutional Filer | ▲ 3.07% | $440.1M | 1491 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1491)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | — | 468K | $58.2M | 13.22% |
| 2 | AGG | ISHARES TR | — | 481K | $47.7M | 10.85% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 522K | $33.5M | 7.60% |
| 4 | IVV | ISHARES TR | — | 42K | $27.2M | 6.17% |
| 5 | VV | VANGUARD INDEX FDS | — | 85K | $25.4M | 5.78% |
| 6 | IEMG | ISHARES INC | — | 329K | $23.0M | 5.22% |
| 7 | SCHX | SCHWAB STRATEGIC TR | — | 799K | $20.5M | 4.66% |
| 8 | VOO | VANGUARD INDEX FDS | — | 34K | $20.4M | 4.63% |
| 9 | VB | VANGUARD INDEX FDS | — | 67K | $17.6M | 4.01% |
| 10 | VTI | VANGUARD INDEX FDS | — | 47K | $15.0M | 3.41% |
| 11 | AAPL | Apple Inc. | Technology | 42K | $10.7M | 2.44% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 16K | $10.2M | 2.31% |
| 13 | IEFA | ISHARES TR | — | 112K | $10.1M | 2.30% |
| 14 | SPYM | SPDR SERIES TRUST | — | 102K | $7.8M | 1.78% |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | — | 131K | $7.1M | 1.61% |
Showing 1 to 15 of 1000 holdings