ADAPTIVE FINANCIAL CONSULTING, LLC
CIK: 0001804717
Securities
Total Securities | Securities Added | Securities Removed | Average Holding Period |
---|---|---|---|
18.00 | 0 | 0 | 12 |
Securities
Market Value | Previous Market Value | Change In Market Value | Change In Market Value (%) |
---|---|---|---|
187.89M | 176.51M | 11.38M | 6.44 % |
Securities
Performance | Performance 1 Year | Performance 3 Years | Performance 5 Years | Performance Since Inception |
---|---|---|---|---|
3.05M | 5.24M | -1.26M | 9.71M | 9.71M |
AGG
Inst. Shares Owned: 473.38K
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VCSH
Inst. Shares Owned: 318.80K
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USMV
Inst. Shares Owned: 220.05K
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IVW
Inst. Shares Owned: 192.81K
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IEFA
Inst. Shares Owned: 155.38K
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IEMG
Inst. Shares Owned: 134.11K
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VNQ
Inst. Shares Owned: 112.63K
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IVV
Inst. Shares Owned: 43.63K
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VHT
Inst. Shares Owned: 39.30K
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VCR
Inst. Shares Owned: 35.67K
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QQQN
Inst. Shares Owned: 29.77K
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ARCC
Inst. Shares Owned: 16.83K
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LQD
Inst. Shares Owned: 5.87K
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MTUM
Inst. Shares Owned: 4.01K
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BSVN
Inst. Shares Owned: 3.75K
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AAPL
Inst. Shares Owned: 2.77K
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IJH
Inst. Shares Owned: 1.85K
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SPY
Inst. Shares Owned: 475.00
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