TW

Transparent Wealth Partners LLC

13F
Transparent Wealth Partners LLC
Last update 2023-04-13 32 Stocks (1 new)
Value $137.00 Mil Turnover 2 %
Countries:
Top Holdings: VIG(26.02%)SCHG(19.75%)RSP(10.12%)IJR(9.79%)BSCO(5.76%)
Summary Stock Picks Current Portfolio
Transparent Wealth Partners LL... 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
VIG 		Vanguard Dividend Appreciation FTF
231,183
35,604.4
+1.08%
26.020
+0.28%
0.050
-2.09%
+1.56%
88,208.2
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
414,629
27,021.3
+0.51%
19.750
+0.10%
0.160
+1.13%
-1.01%
41,191.2
 
RSP 		Invesco S&P 500 Equal Weight ETF
95,720
13,843.1
+1.13%
10.120
+0.11%
0.040
-1.61%
+1.17%
71,988.7
 
IJR 		iShares Core S&P Small-Cap ETF
138,541
13,396.9
+3.15%
9.790
+0.30%
0.020
-5.45%
-8.27%
76,856.0
 
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF
382,430
7,874.2
+0.97%
5.760
+0.06%
0.190
+1.19%
+5.02%
2,043.4
 
VO 		Vanguard Mid-Cap ETF
34,790
7,337.9
+2.86%
5.360
+0.15%
0.010
+0.32%
+2.74%
74,555.2
 
MGV 		Vanguard Mega Cap Value ETF
61,899
6,253.1
+0.68%
4.570
+0.03%
0.110
-3.72%
+2.16%
8,939.2
 
SCHV 		Schwab U.S. Large-Cap Value ETF
60,042
3,937.6
-2.82%
2.880
-0.09%
0.040
-2.17%
+3.34%
12,153.8
 
VUG 		Vanguard Growth ETF
14,770
3,684.2
-4.26%
2.690
-0.11%
0.000
+1.96%
+0.79%
147,910.7
 
EFA 		iShares MSCI EAFE ETF
32,138
2,298.5
+2.09%
1.680
+0.03%
0.000
+8.86%
+17.46%
63,250.6
 

Transparent Wealth Partners LLC's Historical Top Holdings Breakdowns

Transparent Wealth Partners LLC Total Holding History ($B)

To

Transparent Wealth Partners LLC's Asset Allocation

To

Transparent Wealth Partners LLC Past Portfolios

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

Top Ranked Articles

  • 1

Transparent Wealth Partners LLC's Hypothetical Growth since 2023-03-31

Transparent Wealth Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Transparent Wealth Partners LLC's Holdings Heat Map

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Transparent Wealth Partners LLC's Holdings Bubble Chart

Transparent Wealth Partners LLC News

  • 1

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