VALLEY NATIONAL ADVISERS INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VN VALLEY NATIONAL ADVISERS INC | Institutional Filer | ▲ 116322.43% | $773K | 867 |
Current Portfolio Holdings
Showing top 867 reported positions by value (Total positions in database: 1056)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 2.0M | $52K | 0.01% |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 1.1M | $31K | 0.00% |
| 3 | VTV | VANGUARD INDEX FDS | — | 155K | $30K | 0.00% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 635K | $29K | 0.00% |
| 5 | FELC | FIDELITY COVINGTON TRUST | — | 791K | $29K | 0.00% |
| 6 | AAPL | Apple Inc. | Technology | 104K | $26K | 0.00% |
| 7 | BOND | PIMCO ETF TR | — | 258K | $24K | 0.00% |
| 8 | SCHF | SCHWAB STRATEGIC TR | — | 958K | $24K | 0.00% |
| 9 | SCHB | SCHWAB STRATEGIC TR | — | 938K | $24K | 0.00% |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | — | 565K | $23K | 0.00% |
| 11 | IUSB | ISHARES TR | — | 355K | $16K | 0.00% |
| 12 | MSFT | Microsoft Corporation | Technology | 40K | $15K | 0.00% |
| 13 | DFAI | DIMENSIONAL ETF TRUST | — | 371K | $14K | 0.00% |
| 14 | LRCX | Lam Research Corporation | Technology | 60K | $13K | 0.00% |
| 15 | SCHM | SCHWAB STRATEGIC TR | — | 363K | $11K | 0.00% |
Showing 1 to 15 of 867 holdings