Causey Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Causey Wealth LLC | Institutional Filer | — | $1.19B | 96 |
Current Portfolio Holdings
Showing top 409 reported positions by value (Total positions in database: 96)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 205K | $17.0M | 1.42% |
| 2 | VYM | VANGUARD WHITEHALL FDS | — | 103K | $15.2M | 1.28% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | — | 299K | $15.1M | 1.27% |
| 4 | VYM | VANGUARD WHITEHALL FDS | — | 101K | $14.5M | 1.22% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | — | 168K | $14.1M | 1.18% |
| 6 | VYM | VANGUARD WHITEHALL FDS | — | 98K | $13.9M | 1.16% |
| 7 | VYM | VANGUARD WHITEHALL FDS | — | 98K | $13.1M | 1.10% |
| 8 | VYM | VANGUARD WHITEHALL FDS | — | 102K | $13.0M | 1.09% |
| 9 | VYM | VANGUARD WHITEHALL FDS | — | 99K | $12.7M | 1.07% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | — | 148K | $12.5M | 1.05% |
| 11 | DFEM | DIMENSIONAL ETF TRUST | — | 446K | $11.7M | 0.98% |
| 12 | ISCF | ISHARES TR | — | 279K | $11.6M | 0.97% |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | — | 139K | $11.5M | 0.97% |
| 14 | ISCF | ISHARES TR | — | 274K | $11.4M | 0.96% |
| 15 | DFEM | DIMENSIONAL ETF TRUST | — | 327K | $11.3M | 0.95% |
Showing 1 to 15 of 409 holdings