HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (AGG) |
473,379 | -3,496 | $46,983 |
| AGG | 473,379 | -3,496 | $46,983 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
318,802 | -1,996 | $24,666 |
| VCSH | 318,802 | -1,996 | $24,666 |
| ISHARES TR (IVV) |
43,630 | -2,262 | $20,839 |
| IVV | 43,630 | -2,262 | $20,839 |
| ISHARES TR (USMV) |
220,054 | -969 | $17,171 |
| USMV | 220,054 | -969 | $17,171 |
| ISHARES TR (IVW) |
192,808 | -2,450 | $14,480 |
| IVW | 192,808 | -2,450 | $14,480 |
| INVESCO QQQ TR |
29,771 | -239 | $12,192 |
| QQQ | 29,771 | -239 | $12,192 |
| ISHARES TR (IEFA) |
155,377 | -523 | $10,931 |
| IEFA | 155,377 | -523 | $10,931 |
| VANGUARD WORLD FDS (VCR) |
35,670 | -294 | $10,863 |
| VCR | 35,670 | -294 | $10,863 |
| VANGUARD INDEX FDS (VNQ) |
112,628 | -5,610 | $9,952 |
| VNQ | 112,628 | -5,610 | $9,952 |
| VANGUARD WORLD FDS (VHT) |
39,299 | -22 | $9,852 |
| VHT | 39,299 | -22 | $9,852 |
| ISHARES INC (IEMG) |
134,107 | -11,480 | $6,783 |
| IEMG | 134,107 | -11,480 | $6,783 |
| ISHARES TR (LQD) |
5,867 | +17 | $649 |
| LQD | 5,867 | +17 | $649 |
| ISHARES TR (MTUM) |
4,006 | +1 | $628 |
| MTUM | 4,006 | +1 | $628 |
| APPLE INC |
2,767 | +1 | $533 |
| AAPL | 2,767 | +1 | $533 |
| ISHARES TR (IJH) |
1,849 | +9 | $512 |
| IJH | 1,849 | +9 | $512 |
| ARES CAPITAL CORP |
16,830 | UNCH | $337 |
| ARCC | 16,830 | UNCH | $337 |
| VANGUARD BD INDEX FDS (BSV) |
3,753 | UNCH | $289 |
| BSV | 3,753 | UNCH | $289 |
See Full List: All Stocks Held By Adaptive Financial Consulting LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Adaptive Financial Consulting LLC
|
Size ($ in 1000's)
At 12/31/2023: $187,886 At 09/30/2023: $176,512 Adaptive Financial Consulting LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Adaptive Financial Consulting LLC 13F filings. Link to 13F filings: SEC filings |
