16 is the total number of securities Fort Henry Capital, LLC has owned. The longest Fort Henry Capital, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 26.39% | 27.73% | 29.00% | Q4 2020 | Q3 2023 | 12 |
BSV | VANGUARD BD INDEX FDS | 12 | 12 | 17.12% | 18.70% | 20.59% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 16.72% | 18.02% | 18.73% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 12.94% | 13.74% | 15.22% | Q4 2020 | Q3 2023 | 12 |
VNQ | VANGUARD INDEX FDS | 12 | 12 | 8.21% | 9.09% | 10.01% | Q4 2020 | Q3 2023 | 12 |
AOR | ISHARES TR | 12 | 12 | 2.69% | 3.33% | 4.18% | Q4 2020 | Q3 2023 | 12 |
AOA | ISHARES TR | 12 | 12 | 2.61% | 3.07% | 3.80% | Q4 2020 | Q3 2023 | 12 |
AOM | ISHARES TR | 12 | 12 | 0.80% | 1.00% | 1.31% | Q4 2020 | Q3 2023 | 12 |
SCHZ | SCHWAB STRATEGIC TR | 12 | 12 | 0.23% | 0.24% | 0.26% | Q4 2020 | Q3 2023 | 12 |
BNDX | VANGUARD CHARLOTTE FDS | 10 | 1 | 0.25% | 0.39% | 0.58% | Q4 2020 | Q3 2023 | 11 |
DFAI | DIMENSIONAL ETF TRUST | 10 | 10 | 0.55% | 2.60% | 4.25% | Q2 2021 | Q3 2023 | 10 |
DFAE | DIMENSIONAL ETF TRUST | 10 | 10 | 0.30% | 1.44% | 2.29% | Q2 2021 | Q3 2023 | 10 |
VTI | VANGUARD INDEX FDS | 9 | 9 | 0.21% | 1.01% | 1.84% | Q3 2021 | Q3 2023 | 9 |
VXUS | VANGUARD STAR FDS | 7 | 7 | 0.31% | 0.59% | 0.87% | Q1 2022 | Q3 2023 | 7 |
BND | VANGUARD BD INDEX FDS | 7 | 7 | 0.19% | 0.40% | 0.61% | Q1 2022 | Q3 2023 | 7 |
VYNE | VYNE THERAPEUTICS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD BD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of Fort Henry Capital, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Fort Henry Capital, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Fort Henry Capital, LLC owns currently or has owned in the past.