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Foundations Dynamic Core ETFETF | |
| Foundations Dynamic Core ETF | |
| Last update 2025-06-27 | 5 Stocks (0 new) |
| Value $2.00 Mil | Turnover 14 % |
Foundations Dynamic Core ETF Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2,191 | 597.8 | +16.67% | 32.240 | +4.61% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
IJR | iShares Core S&P Small-Cap ETF | 4,781 | 478.7 | +16.67% | 25.820 | +3.69% | 0.000 | +16.59% | -2.25% | 81,337.5 | ||
IVV | iShares Core S&P 500 ETF | 721 | 402.3 | +16.67% | 21.700 | +3.10% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
VV | Vanguard Large Cap ETF | 791 | 201.9 | +16.67% | 10.890 | +1.56% | 0.000 | +19.83% | +8.10% | 40,679.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 3,045 | 173.3 | +16.67% | 9.350 | +1.34% | 0.000 | +16.06% | +2.45% | 97,230.9 |
Foundations Dynamic Core ETF's Historical Top Holdings Breakdowns
Foundations Dynamic Core ETF's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-04-30 | Add Add | +4.61% | 243.75 ($279.79) 303.12 | $309.09 | 10.47% | Add 16.67% | 2,191 | 313 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-04-30 | Add Add | +3.69% | 90.56 ($106.4) 119.24 | $111.87 | 5.14% | Add 16.67% | 4,781 | 683 | |
IVV | iShares Core S&P 500 ETF | 2025-04-30 | Add Add | +3.10% | 498.8 ($570.15) 615.85 | $630.67 | 10.61% | Add 16.67% | 721 | 103 | |
VV | Vanguard Large Cap ETF | 2025-04-30 | Add Add | +1.56% | 228.25 ($261.38) 282.66 | $289.69 | 10.83% | Add 16.67% | 791 | 113 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-04-30 | Add Add | +1.34% | 51.16 ($59.23) 64.9 | $63.46 | 7.14% | Add 16.67% | 3,045 | 435 | |
VTI | Vanguard Total Stock Market ETF | 2025-01-31 | Reduce Reduce | -24.34% | 281.72 ($295.47) 302.45 | $309.09 | 4.61% | Reduce -77.78% | 1,878 | -6,573 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-01-31 | Reduce Reduce | -21.54% | 113.08 ($120.13) 127.38 | $111.87 | -6.88% | Reduce -77.78% | 4,098 | -14,343 | |
IVV | iShares Core S&P 500 ETF | 2025-01-31 | Reduce Reduce | -16.29% | 572.57 ($598.55) 612.7 | $630.67 | 5.37% | Reduce -77.78% | 618 | -2,163 | |
VV | Vanguard Large Cap ETF | 2025-01-31 | Reduce Reduce | -8.17% | 261.64 ($274.42) 281.28 | $289.69 | 5.56% | Reduce -77.78% | 678 | -2,373 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-01-31 | Reduce Reduce | -7.45% | 61.89 ($64.67) 67.87 | $63.46 | -1.87% | Reduce -77.78% | 2,610 | -9,135 |
Foundations Dynamic Core ETF Total Holding History ($B)
Foundations Dynamic Core ETF's Asset Allocation
Foundations Dynamic Core ETF Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Foundations Dynamic Core ETF's Hypothetical Growth since 2025-04-30
Foundations Dynamic Core ETF's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Foundations Dynamic Core ETF's Holdings Heat Map
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Foundations Dynamic Core ETF's Holdings Bubble Chart
Foundations Dynamic Core ETF News
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