Appalachian Capital Management Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Appalachian Capital Management Ltd | Institutional Filer | ▲ 0.08% | $124.9M | 45 |
Current Portfolio Holdings
Showing all 45 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | — | 1.6M | $39.5M | 31.62% |
| 2 | SPTI | SPDR SERIES TRUST | — | 335K | $9.6M | 7.69% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 312K | $9.6M | 7.65% |
| 4 | SPTL | SPDR SERIES TRUST | — | 352K | $9.2M | 7.40% |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 360K | $8.9M | 7.14% |
| 6 | OAKI | HARRIS OAKMARK ETF TRUST | — | 338K | $8.1M | 6.51% |
| 7 | OAKM | HARRIS OAKMARK ETF TRUST | — | 295K | $8.1M | 6.51% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | — | 26K | $6.2M | 4.99% |
| 9 | QQQ | Invesco QQQ Trust | — | 6K | $3.3M | 2.63% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | — | 34K | $2.8M | 2.26% |
| 11 | XLF | Financial Select Sector SPDR Fund | — | 54K | $2.7M | 2.13% |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 24K | $1.6M | 1.29% |
| 13 | BA | The Boeing Company | Industrials | 6K | $1.1M | 0.92% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 6K | $960K | 0.77% |
| 15 | BOND | PIMCO ETF TR | — | 10K | $906K | 0.73% |
Showing 1 to 15 of 45 holdings