RW

Rainsberger Wealth Advisors, Inc.

13F
Rainsberger Wealth Advisors, Inc.
Last update 2024-01-26 69 Stocks (5 new)
Value $183.00 Mil Turnover 11 %
Countries:
Top Holdings: SCHF(6.18%)SCHB(6.17%)MTUM(4.38%)IEI(4.35%)SCHM(4.19%)
Summary Stock Picks Current Portfolio
Rainsberger Wealth Advisors, I... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
306,340
11,322.3
+1.38%
6.180
+0.08%
0.030
+11.99%
+19.38%
48,597.1
 
SCHB
Schwab U.S. Broad Market ETF
203,009
11,301.5
-1.15%
6.170
-0.07%
0.050
+20.01%
+7.37%
34,940.9
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
51,165
8,027.3
-2.83%
4.380
-0.13%
0.070
+22.63%
+16.07%
17,703.4
 
IEI
iShares 3-7 Year Treasury Bond ETF
68,001
7,965.0
-0.47%
4.350
-0.02%
0.060
+0.87%
+3.99%
15,676.4
 
SCHM
Schwab U.S. Mid-Cap ETF
101,842
7,670.8
-1.49%
4.190
-0.06%
0.070
+17.81%
+4.47%
11,876.4
 
SCHD
Schwab US Dividend Equity ETF
100,193
7,627.7
-3.22%
4.160
-0.14%
0.020
+7.34%
+0.77%
70,469.5
 
SPAB
SPDR Portfolio Aggregate Bond ETF
291,475
7,473.4
New Holding
4.080
+4.08%
0.110
+1.20%
+3.35%
8,515.1
 
JPIE
JPMorgan Income ETF
156,212
7,124.8
New Holding
3.890
+3.89%
1.800
+0.83%
+1.03%
4,195.1
 
SCHE
Schwab Emerging Markets Equity ETF
263,826
6,540.3
-10.23%
3.570
-0.44%
0.080
+16.00%
+15.61%
10,485.8
 
FNDA
Schwab Fundamental U.S. Small Company Index ETF
Schwab Fundamental U.S. Small Company Index ETF
108,870
6,026.0
-0.62%
3.290
-0.02%
0.090
+16.43%
-0.40%
8,505.2
 

Rainsberger Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Rainsberger Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2023-12-31
Sold Out
Sold Out
-4.09%
●
74.49 ($75.76) 77.37
$79.23
4.58%
Sold Out
0
-88,799
SPAB
SPDR Portfolio Aggregate Bond ETF
2023-12-31
New Buy
New Buy
+4.08%
●
23.71 ($24.6) 25.74
$25.32
2.93%
New holding
291,475
291,475
JPIE
JPMorgan Income ETF
2023-12-31
New Buy
New Buy
+3.89%
●
43.78 ($44.62) 45.84
$46.09
3.29%
New holding
156,212
156,212
DOW
Dow Inc
2023-12-31
Sold Out
Sold Out
-0.78%
●
47.54 ($51.09) 55.71
$28.34
-44.53%
Sold Out
0
-24,686
LIN
Linde PLC
2023-12-31
New Buy
New Buy
+0.72%
●
364.38 ($394.4) 426.72
$465.01
17.90%
New holding
3,212
3,212
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2023-12-31
New Buy
New Buy
+0.49%
●
45.74 ($48.44) 50.64
$61.05
26.03%
New holding
17,812
17,812
NEM
Newmont Corp
2023-12-31
Reduce
Reduce
-0.45%
●
33.95 ($38.61) 42.38
$58.19
50.71%
Reduce -71.32%
7,996
-19,880
SCHE
Schwab Emerging Markets Equity ETF
2023-12-31
Reduce
Reduce
-0.44%
●
23.04 ($24.05) 24.89
$30.75
27.86%
Reduce -10.23%
263,826
-30,074
GDX
VanEck Gold Miners ETF
2023-12-31
Add
Add
+0.39%
●
25.91 ($29.27) 31.98
$51.13
74.68%
Add 14.06%
189,360
23,349
AMGN
Amgen Inc
2023-12-31
New Buy
New Buy
+0.38%
●
255.7 ($272.47) 288.46
$294.76
8.18%
New holding
2,390
2,390

Rainsberger Wealth Advisors, Inc. Total Holding History ($B)

To

Rainsberger Wealth Advisors, Inc.'s Asset Allocation

To

Rainsberger Wealth Advisors, Inc. Past Portfolios

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

Top Ranked Articles

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Rainsberger Wealth Advisors, Inc.'s Hypothetical Growth since 2023-12-31

Rainsberger Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rainsberger Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Rainsberger Wealth Advisors, Inc.'s Holdings Bubble Chart

Rainsberger Wealth Advisors, Inc. News

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