Marion Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Marion Wealth Management | Institutional Filer | ▲ 0.17% | $450.8M | 142 |
Current Portfolio Holdings
Showing all 142 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 484K | $40.0M | 8.88% |
| 2 | IEFA | ISHARES TR | — | 339K | $30.7M | 6.81% |
| 3 | IEMG | ISHARES INC | — | 277K | $19.3M | 4.28% |
| 4 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 1.1M | $19.2M | 4.26% |
| 5 | MLPB | UBS AG LONDON BRANCH | — | 602K | $17.5M | 3.88% |
| 6 | DON | WISDOMTREE TR | — | 300K | $15.8M | 3.50% |
| 7 | VOT | VANGUARD INDEX FDS | — | 60K | $15.5M | 3.45% |
| 8 | VWOB | VANGUARD WHITEHALL FDS | — | 201K | $13.2M | 2.93% |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | — | 155K | $12.3M | 2.73% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | — | 175K | $10.4M | 2.31% |
| 11 | AAPL | Apple Inc. | Technology | 39K | $10.0M | 2.21% |
| 12 | IWN | ISHARES TR | — | 52K | $9.9M | 2.19% |
| 13 | VBK | VANGUARD INDEX FDS | — | 33K | $9.9M | 2.19% |
| 14 | PRF | INVESCO EXCHANGE TRADED FD T | — | 171K | $8.1M | 1.80% |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | — | 163K | $7.6M | 1.69% |
Showing 1 to 15 of 142 holdings