Stephens Consulting, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Stephens Consulting, LLC | Institutional Filer | ▲ 6.70% | $309.4M | 476 |
Current Portfolio Holdings
Showing all 476 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 106K | $66.3M | 21.44% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 407K | $30.2M | 9.74% |
| 3 | FENI | FIDELITY COVINGTON TRUST | — | 749K | $27.4M | 8.85% |
| 4 | VO | VANGUARD INDEX FDS | — | 89K | $25.7M | 8.30% |
| 5 | VTV | VANGUARD INDEX FDS | — | 116K | $22.1M | 7.13% |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 373K | $18.8M | 6.09% |
| 7 | VB | VANGUARD INDEX FDS | — | 71K | $18.3M | 5.92% |
| 8 | AVUV | AMERICAN CENTY ETF TR | — | 145K | $14.8M | 4.78% |
| 9 | IBTG | ISHARES TR | — | 398K | $9.1M | 2.94% |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 18K | $9.0M | 2.91% |
| 11 | RJF | Raymond James Financial, Inc. | Financial Services | 40K | $6.5M | 2.09% |
| 12 | IEFA | ISHARES TR | — | 71K | $6.4M | 2.06% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | — | 21K | $4.7M | 1.52% |
| 14 | AAPL | Apple Inc. | Technology | 12K | $3.3M | 1.07% |
| 15 | VUG | VANGUARD INDEX FDS | — | 6K | $2.7M | 0.89% |
Showing 1 to 15 of 476 holdings