Net Worth Advisory Group 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NW Net Worth Advisory Group | Institutional Filer | ▼ 2.47% | $482.4M | 436 |
Current Portfolio Holdings
Showing all 436 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 185K | $15.3M | 3.17% |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | — | 256K | $15.3M | 3.16% |
| 3 | AAPL | Apple Inc. | Technology | 58K | $14.7M | 3.04% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | — | 295K | $14.2M | 2.94% |
| 5 | TIP | ISHARES TR | — | 116K | $12.8M | 2.65% |
| 6 | LQD | ISHARES TR | — | 106K | $11.5M | 2.39% |
| 7 | IEF | ISHARES TR | — | 120K | $11.4M | 2.36% |
| 8 | SHY | ISHARES TR | — | 136K | $11.2M | 2.32% |
| 9 | IVE | ISHARES TR | — | 52K | $11.0M | 2.27% |
| 10 | CORP | PIMCO ETF TR | — | 106K | $10.3M | 2.13% |
| 11 | IVW | ISHARES TR | — | 87K | $9.9M | 2.05% |
| 12 | TLH | ISHARES TR | — | 89K | $8.9M | 1.85% |
| 13 | BWX | SPDR SERIES TRUST | — | 391K | $8.6M | 1.78% |
| 14 | NVDA | NVIDIA Corporation | Technology | 41K | $7.2M | 1.48% |
| 15 | HYG | ISHARES TR | — | 75K | $6.0M | 1.24% |
Showing 1 to 15 of 436 holdings