Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 403,140 | +403,140 | $14,900 |
SCHF | 403,140 | +403,140 | $14,900 |
VANGUARD INTL EQUITY INDEX F (VWO) | 216,047 | +216,047 | $8,880 |
VWO | 216,047 | +216,047 | $8,880 |
SCHWAB STRATEGIC TR | 178,685 | +178,685 | $8,441 |
SCHA | 178,685 | +178,685 | $8,441 |
J P MORGAN EXCHANGE TRADED F (JPST) | 131,931 | +131,931 | $6,627 |
JPST | 131,931 | +131,931 | $6,627 |
VANGUARD SCOTTSDALE FDS (VMBS) | 131,633 | +131,633 | $6,103 |
VMBS | 131,633 | +131,633 | $6,103 |
ISHARES TR (IJR) | 56,099 | +56,099 | $6,073 |
IJR | 56,099 | +56,099 | $6,073 |
SCHWAB STRATEGIC TR | 90,067 | +90,067 | $4,702 |
SCHP | 90,067 | +90,067 | $4,702 |
ISHARES TR (IJH) | 15,312 | +15,312 | $4,244 |
IJH | 15,312 | +15,312 | $4,244 |
ISHARES GOLD TR (IAU) | 94,923 | +94,923 | $3,705 |
IAU | 94,923 | +94,923 | $3,705 |
VANGUARD WHITEHALL FDS (VYMI) | 55,544 | +55,544 | $3,693 |
VYMI | 55,544 | +55,544 | $3,693 |
FIDELITY COVINGTON TRUST | 66,158 | +66,158 | $3,543 |
FNCL | 66,158 | +66,158 | $3,543 |
ISHARES U S ETF TR (COMT) | 134,598 | +134,598 | $3,374 |
COMT | 134,598 | +134,598 | $3,374 |
VANECK ETF TRUST (MLN) | 167,486 | +167,486 | $3,057 |
MLN | 167,486 | +167,486 | $3,057 |
FIDELITY COVINGTON TRUST | 46,064 | +46,064 | $2,820 |
FIDU | 46,064 | +46,064 | $2,820 |
VANGUARD SCOTTSDALE FDS (VONE) | 12,284 | +12,284 | $2,665 |
VONE | 12,284 | +12,284 | $2,665 |
FIDELITY COVINGTON TRUST | 17,245 | +17,245 | $2,477 |
FTEC | 17,245 | +17,245 | $2,477 |
VANGUARD BD INDEX FDS (BIV) | 31,303 | +31,303 | $2,391 |
BIV | 31,303 | +31,303 | $2,391 |
APPLE INC | 11,539 | +11,539 | $2,222 |
AAPL | 11,539 | +11,539 | $2,222 |
SELECT SECTOR SPDR TR (XLK) | 11,477 | +11,477 | $2,209 |
XLK | 11,477 | +11,477 | $2,209 |
FIDELITY COVINGTON TRUST | 95,446 | +95,446 | $2,199 |
FENY | 95,446 | +95,446 | $2,199 |
MICROSOFT CORP | 5,807 | +5,807 | $2,184 |
MSFT | 5,807 | +5,807 | $2,184 |
SELECT SECTOR SPDR TR (XLC) | 29,333 | +29,333 | $2,131 |
XLC | 29,333 | +29,333 | $2,131 |
VANGUARD CHARLOTTE FDS (BNDX) | 42,798 | +42,798 | $2,113 |
BNDX | 42,798 | +42,798 | $2,113 |
VANECK ETF TRUST (EMLC) | 72,573 | +72,573 | $1,840 |
EMLC | 72,573 | +72,573 | $1,840 |
FIDELITY COVINGTON TRUST | 25,928 | +25,928 | $1,677 |
FHLC | 25,928 | +25,928 | $1,677 |
VANGUARD WORLD FDS (VCR) | 5,507 | +5,507 | $1,677 |
VCR | 5,507 | +5,507 | $1,677 |
ISHARES TR (IUSV) | 18,747 | +18,747 | $1,581 |
IUSV | 18,747 | +18,747 | $1,581 |
NVIDIA CORPORATION | 3,162 | +3,162 | $1,566 |
NVDA | 3,162 | +3,162 | $1,566 |
ISHARES TR (IFRA) | 38,276 | +38,276 | $1,541 |
IFRA | 38,276 | +38,276 | $1,541 |
ACCENTURE PLC IRELAND | 4,160 | +4,160 | $1,460 |
ACN | 4,160 | +4,160 | $1,460 |
SPDR SER TR (KBE) | 29,372 | +29,372 | $1,352 |
KBE | 29,372 | +29,372 | $1,352 |
META PLATFORMS INC | 3,405 | +3,405 | $1,205 |
META | 3,405 | +3,405 | $1,205 |
DEERE & CO | 2,915 | +2,915 | $1,166 |
DE | 2,915 | +2,915 | $1,166 |
FIDELITY COVINGTON TRUST | 14,651 | +14,651 | $1,157 |
FDIS | 14,651 | +14,651 | $1,157 |
ISHARES TR (IYC) | 15,105 | +15,105 | $1,145 |
IYC | 15,105 | +15,105 | $1,145 |
HOME DEPOT INC | 3,280 | +3,280 | $1,137 |
HD | 3,280 | +3,280 | $1,137 |
VANGUARD INDEX FDS (VNQ) | 12,861 | +12,861 | $1,136 |
VNQ | 12,861 | +12,861 | $1,136 |
SPDR SER TR (SPTM) | 19,040 | +19,040 | $1,113 |
SPTM | 19,040 | +19,040 | $1,113 |
TEXAS INSTRS INC | 6,459 | +6,459 | $1,101 |
TXN | 6,459 | +6,459 | $1,101 |
ISHARES TR (ITOT) | 9,917 | +9,917 | $1,044 |
ITOT | 9,917 | +9,917 | $1,044 |
CENCORA INC | 5,707 | +5,707 | $1,027 |
ABC | 5,707 | +5,707 | $1,027 |
PEPSICO INC | 6,000 | +6,000 | $1,019 |
PEP | 6,000 | +6,000 | $1,019 |
MASTERCARD INCORPORATED | 2,323 | +2,323 | $991 |
MA | 2,323 | +2,323 | $991 |
SELECT SECTOR SPDR TR (XLP) | 13,686 | +13,686 | $986 |
XLP | 13,686 | +13,686 | $986 |
INVESCO EXCHANGE TRADED FD T (RSP) | 6,144 | +6,144 | $970 |
RSP | 6,144 | +6,144 | $970 |
UNITEDHEALTH GROUP INC | 1,843 | +1,843 | $970 |
UNH | 1,843 | +1,843 | $970 |
SPDR SER TR (XSD) | 4,207 | +4,207 | $946 |
XSD | 4,207 | +4,207 | $946 |
ROSS STORES INC | 6,813 | +6,813 | $943 |
ROST | 6,813 | +6,813 | $943 |
CVS HEALTH CORP | 11,853 | +11,853 | $936 |
CVS | 11,853 | +11,853 | $936 |
NEXTERA ENERGY INC | 15,370 | +15,370 | $934 |
NEE | 15,370 | +15,370 | $934 |
See Full List: All Stocks Held By VCI Wealth Management LLC
— Including:
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See Details: Top 10 Stocks Held By VCI Wealth Management LLC
Size ($ in 1000's)
At 12/31/2023: $164,196 At 09/30/2023: $0 VCI Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from VCI Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |