UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
US UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Institutional Filer | ▲ 15.32% | $158.8M | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 412K | $28.7M | 18.09% |
| 2 | SCHX | SCHWAB STRATEGIC TR | — | 764K | $22.0M | 13.85% |
| 3 | VCRB | VANGUARD MALVERN FDS | — | 120K | $9.3M | 5.85% |
| 4 | NVDA | NVIDIA Corporation | Technology | 42K | $8.9M | 5.62% |
| 5 | IWB | iShares Russell 1000 ETF | — | 22K | $8.6M | 5.41% |
| 6 | AAPL | Apple Inc. | Technology | 22K | $6.3M | 3.95% |
| 7 | ITOT | ISHARES TR | — | 33K | $5.3M | 3.32% |
| 8 | GOOGL | Alphabet Inc. | Technology | 12K | $4.7M | 2.97% |
| 9 | MSFT | Microsoft Corporation | Technology | 10K | $4.0M | 2.54% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 13K | $3.6M | 2.29% |
| 11 | DFVX | DIMENSIONAL ETF TRUST | — | 43K | $3.5M | 2.18% |
| 12 | VCRM | VANGUARD MUN BD FDS | — | 38K | $2.9M | 1.80% |
| 13 | SCHE | SCHWAB STRATEGIC TR | — | 55K | $2.0M | 1.27% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 6K | $2.0M | 1.25% |
| 15 | AVGO | Broadcom Inc. | Technology | 4K | $1.7M | 1.07% |
Showing 1 to 15 of 98 holdings