CW
| |
Carlsbad Wealth Advisory Group, Inc.13F | |
| Carlsbad Wealth Advisory Group, Inc. | |
| Last update 2023-07-27 | 45 Stocks (0 new) |
| Value $155.00 Mil | Turnover 0 % |
Carlsbad Wealth Advisory Group... Top Holdings of 2023-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 445,202 | 23,315.2 | 0% | 15.030 | 0% | 0.070 | +17.13% | +7.49% | 56,642.8 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 282,450 | 21,169.6 | 0% | 13.650 | 0% | 0.110 | +22.50% | +5.77% | 44,575.7 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 260,219 | 17,458.1 | 0% | 11.260 | 0% | 0.180 | +10.50% | +9.16% | 12,845.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 328,080 | 15,150.7 | 0% | 9.770 | 0% | 0.010 | +15.17% | +21.17% | 151,853.0 | ||
SCHP | Schwab U.S. Tips ETF | 194,531 | 10,199.3 | 0% | 6.580 | 0% | 0.080 | -0.32% | +4.36% | 13,432.6 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 125,031 | 9,406.1 | 0% | 6.060 | 0% | 0.070 | +0.60% | +4.74% | 23,135.4 | ||
BSV | Vanguard Short-Term Bond ETF | 100,465 | 7,592.1 | 0% | 4.890 | 0% | 0.020 | +0.70% | +3.17% | 38,481.4 | ||
SCHA | Schwab U.S. Small-Cap ETF | 144,688 | 6,337.3 | 0% | 4.090 | 0% | 0.040 | +17.92% | +1.41% | 17,815.2 | ||
SCHF | Schwab International Equity ETF | 137,241 | 4,892.6 | 0% | 3.150 | 0% | 0.020 | +14.61% | +20.68% | 49,128.7 | ||
HD | The Home Depot Inc | 15,253 | 4,738.1 | 0% | 3.050 | 0% | 0.000 | +5.08% | -3.25% | 369,794.8 | Retail - Cyclical |
Carlsbad Wealth Advisory Group, Inc.'s Historical Top Holdings Breakdowns
Carlsbad Wealth Advisory Group, Inc. Total Holding History ($B)
Carlsbad Wealth Advisory Group, Inc.'s Asset Allocation
Carlsbad Wealth Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Carlsbad Wealth Advisory Group, Inc.'s Hypothetical Growth since 2023-06-30
Carlsbad Wealth Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Carlsbad Wealth Advisory Group, Inc.'s Holdings Heat Map
Size field:
Carlsbad Wealth Advisory Group, Inc.'s Holdings Bubble Chart
Carlsbad Wealth Advisory Group, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers