Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IVV) | 74,672 | -639 | $35,666 |
IVV | 74,672 | -639 | $35,666 |
VANGUARD BD INDEX FDS (BSV) | 278,083 | +4,103 | $21,418 |
BSV | 278,083 | +4,103 | $21,418 |
ISHARES TR (AGG) | 214,367 | +6,502 | $21,276 |
AGG | 214,367 | +6,502 | $21,276 |
ISHARES TR (IJR) | 161,878 | +1,593 | $17,523 |
IJR | 161,878 | +1,593 | $17,523 |
VANGUARD INDEX FDS (VNQ) | 132,252 | +5,448 | $11,686 |
VNQ | 132,252 | +5,448 | $11,686 |
DIMENSIONAL ETF TRUST (DFAI) | 201,334 | +14,998 | $5,766 |
DFAI | 201,334 | +14,998 | $5,766 |
ISHARES TR (AOR) | 60,744 | -5,010 | $3,231 |
AOR | 60,744 | -5,010 | $3,231 |
ISHARES TR (AOA) | 45,858 | -3,824 | $3,166 |
AOA | 45,858 | -3,824 | $3,166 |
DIMENSIONAL ETF TRUST (DFAE) | 128,261 | +11,305 | $3,092 |
DFAE | 128,261 | +11,305 | $3,092 |
VANGUARD INDEX FDS (VTI) | 11,478 | +1,210 | $2,723 |
VTI | 11,478 | +1,210 | $2,723 |
VANGUARD STAR FDS (VXUS) | 22,373 | +3,383 | $1,297 |
VXUS | 22,373 | +3,383 | $1,297 |
ISHARES TR (AOM) | 24,486 | +118 | $1,016 |
AOM | 24,486 | +118 | $1,016 |
VANGUARD BD INDEX FDS (BND) | 13,014 | +2,727 | $957 |
BND | 13,014 | +2,727 | $957 |
See Full List: All Stocks Held By Fort Henry Capital LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Fort Henry Capital LLC
Size ($ in 1000's)
At 12/31/2023: $129,331 At 09/30/2023: $116,894 Fort Henry Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fort Henry Capital LLC 13F filings. Link to 13F filings: SEC filings |