DW
| |
Domani Wealth, LLC13F | |
| Domani Wealth, LLC | |
| Last update 2023-04-19 | 117 Stocks (5 new) |
| Value $431.00 Mil | Turnover 2 % |
Domani Wealth, LLC Top Holdings of 2023-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 245,834 | 92,450.8 | -0.16% | 21.450 | -0.03% | 0.030 | +19.59% | +7.78% | 660,834.1 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 696,388 | 37,235.9 | +1.07% | 8.640 | +0.09% | 0.110 | +13.13% | +18.20% | 44,208.3 | ||
EFA | iShares MSCI EAFE ETF | 299,590 | 21,426.7 | +0.59% | 4.970 | +0.03% | 0.040 | +10.84% | +18.89% | 63,725.9 | ||
AAPL | Apple Inc | 129,750 | 21,395.8 | +0.14% | 4.960 | +0.01% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
JPST | JPMorgan Ultra-Short Income ETF | 394,049 | 19,828.5 | +7.69% | 4.600 | +0.33% | 0.080 | +1.35% | +2.74% | 32,077.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 386,520 | 19,338.4 | +0.13% | 4.490 | +0.01% | 0.030 | +16.06% | +2.45% | 97,230.9 | ||
IWF | iShares Russell 1000 Growth ETF | 72,005 | 17,592.9 | +17.73% | 4.080 | +0.61% | 0.030 | +27.24% | +8.36% | 113,776.0 | ||
SCHB | Schwab U.S. Broad Market ETF | 347,222 | 16,614.6 | -0.23% | 3.860 | -0.01% | 0.080 | +20.01% | +7.37% | 34,940.9 | ||
SCHX | Schwab U.S. Large-Cap ETF | 306,154 | 14,808.6 | -0.40% | 3.440 | -0.01% | 0.050 | +19.93% | +7.89% | 56,889.6 | ||
IWB | iShares Russell 1000 ETF | 61,341 | 13,815.8 | -0.17% | 3.210 | -0.01% | 0.050 | +19.79% | +7.71% | 41,628.5 |
Domani Wealth, LLC's Historical Top Holdings Breakdowns
Domani Wealth, LLC Total Holding History ($B)
Domani Wealth, LLC's Asset Allocation
Domani Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Domani Wealth, LLC's Hypothetical Growth since 2023-03-31
Domani Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Domani Wealth, LLC's Holdings Heat Map
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Domani Wealth, LLC's Holdings Bubble Chart
Domani Wealth, LLC News
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