PA
| |
Paracle Advisors, LLC13F | |
| Paracle Advisors, LLC | |
| Last update 2021-05-13 | 71 Stocks (0 new) |
| Value $475.00 Mil | Turnover 3 % |
Paracle Advisors, LLC Top Holdings of 2021-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VO | Vanguard Mid-Cap ETF | 247,897 | 54,869.0 | +0.81% | 11.550 | +0.09% | 0.110 | +16.32% | +8.70% | 80,548.8 | ||
VOO | Vanguard S&P 500 ETF | 131,307 | 47,835.0 | +2.47% | 10.070 | +0.24% | 0.020 | +19.59% | +7.78% | 660,834.1 | ||
BND | Vanguard Total Bond Market ETF | 531,583 | 45,035.0 | +7.68% | 9.480 | +0.68% | 0.050 | +1.26% | +3.27% | 127,496.0 | ||
QAI | IQ Hedge Multi-Strategy Tracker ETF | 1,113,563 | 35,411.0 | +8.06% | 7.460 | +0.56% | 4.360 | +6.20% | +3.67% | 713.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 617,532 | 32,142.0 | +6.11% | 6.770 | +0.39% | 0.040 | +16.94% | +15.09% | 86,951.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 540,562 | 26,547.0 | +6.36% | 5.590 | +0.33% | 0.020 | +12.49% | +19.94% | 157,607.2 | ||
RFG |
Invesco S&P MidCap 400 Pure Growth ETF
Invesco S&P MidCap 400 Pure Growth ETF
| 577,910 | 25,387.0 | -3.61% | 5.350 | -0.19% | 7.600 | +18.68% | +3.36% | 295.8 | ||
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 590,197 | 23,855.0 | +1.38% | 5.020 | +0.07% | 0.810 | +11.24% | +1.43% | 3,729.6 | ||
RODM |
Hartford Multifactor Developed Markets (ex-US) ETF
Hartford Multifactor Developed Markets (ex-US) ETF
| 745,605 | 22,144.0 | +4.53% | 4.660 | +0.20% | 1.270 | +11.09% | +21.64% | 1,151.8 | ||
MUB | iShares National Muni Bond ETF | 133,430 | 15,484.0 | -0.22% | 3.260 | -0.01% | 0.060 | +0.46% | -1.56% | 38,301.5 |
Paracle Advisors, LLC's Historical Top Holdings Breakdowns
Paracle Advisors, LLC Total Holding History ($B)
Paracle Advisors, LLC's Asset Allocation
Paracle Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Paracle Advisors, LLC's Hypothetical Growth since 2021-03-31
Paracle Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Paracle Advisors, LLC's Holdings Heat Map
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Paracle Advisors, LLC's Holdings Bubble Chart
Paracle Advisors, LLC News
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