Avantax Planning Partners, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AP Avantax Planning Partners, Inc. | Institutional Filer | ▲ 1.88% | $3.64B | 435 |
Current Portfolio Holdings
Showing all 435 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | — | 15.0M | $437.9M | 12.02% |
| 2 | SCHV | SCHWAB STRATEGIC TR | — | 10.2M | $311.6M | 8.56% |
| 3 | SCHF | SCHWAB STRATEGIC TR | — | 7.3M | $181.1M | 4.97% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | — | 7.7M | $179.0M | 4.92% |
| 5 | SCHD | SCHWAB STRATEGIC TR | — | 5.5M | $169.0M | 4.64% |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 1.8M | $128.4M | 3.52% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 2.4M | $116.4M | 3.19% |
| 8 | SPTL | SPDR SERIES TRUST | — | 4.3M | $113.5M | 3.12% |
| 9 | AVUV | AMERICAN CENTY ETF TR | — | 863K | $95.3M | 2.62% |
| 10 | AVEM | AMERICAN CENTY ETF TR | — | 1.1M | $86.8M | 2.38% |
| 11 | CWI | SPDR INDEX SHS FDS | — | 2.3M | $84.2M | 2.31% |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 1.7M | $78.8M | 2.16% |
| 13 | MDYV | SPDR SERIES TRUST | — | 918K | $78.2M | 2.15% |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 1.2M | $62.0M | 1.70% |
| 15 | MUB | ISHARES TR | — | 496K | $52.6M | 1.44% |
Showing 1 to 15 of 435 holdings