AC

Adams Chetwood Wealth Management LLC

13F
Adams Chetwood Wealth Management LLC
Last update 2022-04-13 80 Stocks (8 new)
Value $176.00 Mil Turnover 28 %
Countries:
Top Holdings: DFSD(18.48%)SCHX(12.12%)SCHF(6.85%)DFAU(6.27%)SCHD(5.47%)
Summary Stock Picks Current Portfolio
Adams Chetwood Wealth Manageme... Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
680,711
32,599.0
+5,280.69%
18.480
+18.14%
3.820
+2.26%
+4.04%
4,867.3
 
SCHX
Schwab U.S. Large-Cap ETF
397,189
21,389.0
+100.08%
12.120
+6.06%
0.060
+23.55%
+8.51%
57,221.4
 
SCHF
Schwab International Equity ETF
329,128
12,086.0
+0.79%
6.850
+0.05%
0.040
+13.44%
+20.43%
49,025.9
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
350,777
11,056.0
+7.08%
6.270
+0.41%
0.550
+23.15%
+7.48%
8,755.3
 
SCHD
Schwab US Dividend Equity ETF
122,433
9,659.0
-1.37%
5.470
-0.09%
0.030
+9.27%
+1.02%
70,639.0
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
204,963
5,770.0
+8.73%
3.270
+0.26%
0.390
+13.05%
+20.35%
10,550.4
 
DGRS
WisdomTree U.S. SmallCap Dividend Growth Fund
WisdomTree U.S. SmallCap Dividend Growth Fund
103,457
4,616.0
+0.61%
2.620
+0.02%
2.040
+16.70%
-4.33%
367.4
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
113,340
4,179.0
-0.07%
2.370
0%
0.090
+9.82%
+17.15%
11,902.2
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
158,331
4,155.0
+8.46%
2.360
+0.18%
0.500
+20.26%
+18.62%
6,294.5
 
AMZN
Amazon.com Inc
24,440
3,984.0
-0.41%
2.260
-0.01%
0.000
+36.43%
+4.05%
2,423,394.8
Retail - Cyclical

Adams Chetwood Wealth Management LLC's Historical Top Holdings Breakdowns

Adams Chetwood Wealth Management LLC Total Holding History ($B)

To

Adams Chetwood Wealth Management LLC's Asset Allocation

To

Adams Chetwood Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Adams Chetwood Wealth Management LLC's Hypothetical Growth since 2022-03-31

Adams Chetwood Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Adams Chetwood Wealth Management LLC's Holdings Heat Map

Size field:

Adams Chetwood Wealth Management LLC's Holdings Bubble Chart

Adams Chetwood Wealth Management LLC News

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