TRANSPARENT WEALTH PARTNERS LLC
CIK: 0001906537
Securities
Total Securities | Securities Added | Securities Removed | Average Holding Period |
---|---|---|---|
26.00 | 1 | 0 | 5 |
Securities
Market Value | Previous Market Value | Change In Market Value | Change In Market Value (%) |
---|---|---|---|
94.12M | 85.88M | 8.24M | 9.59 % |
Securities
Performance | Performance 1 Year | Performance 3 Years | Performance 5 Years | Performance Since Inception |
---|---|---|---|---|
5.60M | 717.86K | -1.40M | -1.40M | -1.40M |
IJR
Inst. Shares Owned: 138.54K
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RSP
Inst. Shares Owned: 95.72K
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RSP
Inst. Shares Owned: 95.72K
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VO
Inst. Shares Owned: 34.79K
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EFA
Inst. Shares Owned: 32.14K
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XLE
Inst. Shares Owned: 21.42K
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VUG
Inst. Shares Owned: 14.77K
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XOM
Inst. Shares Owned: 10.77K
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RIG
Inst. Shares Owned: 10.00K
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AGG
Inst. Shares Owned: 8.67K
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GSD
Inst. Shares Owned: 7.59K
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GSD
Inst. Shares Owned: 7.59K
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VTV
Inst. Shares Owned: 6.39K
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SHW
Inst. Shares Owned: 4.11K
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VNQ
Inst. Shares Owned: 3.72K
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WMT
Inst. Shares Owned: 3.02K
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IJJ
Inst. Shares Owned: 2.76K
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AAPL
Inst. Shares Owned: 1.93K
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CVX
Inst. Shares Owned: 1.80K
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IVV
Inst. Shares Owned: 1.62K
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UPS
Inst. Shares Owned: 1.60K
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BRK-B
Inst. Shares Owned: 1.58K
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