ACT Advisors, LLC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AA ACT Advisors, LLC. | Institutional Filer | ▼ 7.31% | $235.2M | 78 |
Current Portfolio Holdings
Showing all 78 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 713K | $32.2M | 13.68% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | — | 534K | $27.0M | 11.49% |
| 3 | AVDE | AMERICAN CENTY ETF TR | — | 312K | $26.5M | 11.27% |
| 4 | AVEM | AMERICAN CENTY ETF TR | — | 308K | $24.8M | 10.55% |
| 5 | DGRW | WISDOMTREE TR | — | 234K | $20.6M | 8.75% |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 452K | $19.2M | 8.17% |
| 7 | IVV | ISHARES TR | — | 29K | $18.9M | 8.04% |
| 8 | MMIN | NEW YORK LIFE INVTS ACTIVE E | — | 555K | $13.2M | 5.60% |
| 9 | VTI | VANGUARD INDEX FDS | — | 19K | $6.0M | 2.57% |
| 10 | SPYM | SPDR SERIES TRUST | — | 50K | $3.8M | 1.61% |
| 11 | EAGL | 2023 ETF SERIES TRUST | — | 94K | $2.9M | 1.22% |
| 12 | AAPL | Apple Inc. | Technology | 9K | $2.3M | 0.97% |
| 13 | BBAG | J P MORGAN EXCHANGE TRADED F | — | 46K | $2.1M | 0.91% |
| 14 | USMV | ISHARES TR | — | 23K | $2.1M | 0.91% |
| 15 | SPDW | SPDR INDEX SHS FDS | — | 45K | $2.1M | 0.88% |
Showing 1 to 15 of 78 holdings