Vigil Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VW Vigil Wealth Management, LLC | Institutional Filer | ▲ 2.88% | $123.7M | 75 |
Current Portfolio Holdings
Showing all 75 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 290K | $12.3M | 9.97% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 304K | $11.8M | 9.55% |
| 3 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 305K | $11.7M | 9.48% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | — | 184K | $8.3M | 6.71% |
| 5 | PM | Philip Morris International Inc. | Consumer Defensive | 49K | $8.1M | 6.53% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | — | 161K | $6.5M | 5.23% |
| 7 | CGMS | CAPITAL GRP FIXED INCM ETF T | — | 210K | $5.7M | 4.63% |
| 8 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 231K | $5.2M | 4.16% |
| 9 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 192K | $5.0M | 4.07% |
| 10 | IVV | ISHARES TR | — | 5K | $3.4M | 2.77% |
| 11 | TPR | Tapestry, Inc. | Consumer Cyclical | 21K | $2.9M | 2.36% |
| 12 | AAPL | Apple Inc. | Technology | 9K | $2.3M | 1.87% |
| 13 | GOOG | Alphabet Inc. | Technology | 8K | $2.3M | 1.85% |
| 14 | DFSD | DIMENSIONAL ETF TRUST | — | 44K | $2.1M | 1.69% |
| 15 | NUGO | NUSHARES ETF TR | — | 58K | $2.1M | 1.67% |
Showing 1 to 15 of 75 holdings