COREPATH WEALTH PARTNERS LLC holdings history

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50 is the total number of securities COREPATH WEALTH PARTNERS LLC has owned. The longest COREPATH WEALTH PARTNERS LLC has owned a single stock is 12 quarters.

COREPATH WEALTH PARTNERS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR121216.53%22.23%26.40%Q4 2020Q3 202312
IUSV ISHARES TR12129.54%10.53%11.04%Q4 2020Q3 202312
EFA ISHARES TR12128.67%9.74%11.52%Q4 2020Q3 202312
AGG ISHARES TR12126.24%7.43%10.83%Q4 2020Q3 202312
IWM ISHARES TR12125.66%6.07%6.51%Q4 2020Q3 202312
EFV ISHARES TR EAFE VALUE ETF12125.31%5.90%6.33%Q4 2020Q3 202312
EEM ISHARES TRUST MSCI EMG...12124.44%5.08%6.57%Q4 2020Q3 202312
LQD ISHARES TR12122.18%4.30%8.12%Q4 2020Q3 202312
ISTB ISHARES TR12123.47%4.11%4.69%Q4 2020Q3 202312
IJS ISHARES TR12122.30%3.17%3.86%Q4 2020Q3 202312
IAGG ISHARES TR12122.11%2.72%3.73%Q4 2020Q3 202312
HYG ISHARES TR IBOXX HI YD...12121.30%1.44%1.60%Q4 2020Q3 202312
CDC VICTORYSHARES US EQ IN...12120.86%1.29%2.71%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS VAN...12121.08%1.15%1.18%Q4 2020Q3 202312
INTC INTEL CORP COM USD0.00112120.35%0.62%1.15%Q4 2020Q3 202312
DGRO ISHARES TRUST CORE DIV...12120.43%0.53%0.68%Q4 2020Q3 202312
GBF ISHARES TR GOV/CRED BD...12120.19%0.46%1.13%Q4 2020Q3 202312
IVE ISHARES TR12120.37%0.42%0.51%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS VAN...12120.31%0.42%0.63%Q4 2020Q3 202312
VHT VANGUARD WORLD FDS12120.33%0.42%0.57%Q4 2020Q3 202312
IGSB ISHARES TR ISHS 1-5YR ...12120.23%0.34%0.58%Q4 2020Q3 202312
IVW ISHARES TR12120.23%0.31%0.45%Q4 2020Q3 202312
ICF ISHARES TR COHEN STEER...12120.19%0.30%0.40%Q4 2020Q3 202312
GWX SPDR S&P INTERNATIONAL...12120.20%0.29%0.45%Q4 2020Q3 202312
JNJ JOHNSON &JOHNSON COM U...12120.22%0.27%0.34%Q4 2020Q3 202312
MMM 3M CO12120.12%0.26%0.43%Q4 2020Q3 202312
AOA ISHARES TR12120.18%0.24%0.35%Q4 2020Q3 202312
FHLC FIDELITY MSCI HEALTH C...12120.17%0.23%0.32%Q4 2020Q3 202312
AAPL APPLE INC COM USD0.0000112120.16%0.22%0.39%Q4 2020Q3 202312
VXUS VANGUARD TOTAL INTERNA...12120.17%0.21%0.30%Q4 2020Q3 202312
VBR VANGUARD SMALL CAP VAL...12120.15%0.18%0.22%Q4 2020Q3 202312
IJR ISHARES TR12120.14%0.17%0.22%Q4 2020Q3 202312
TIP ISHARES TR11110.84%4.02%7.55%Q1 2021Q3 202311
AOR ISHARES TR1010.15%0.18%0.27%Q4 2020Q3 202311
NVTA INVITAE CORP11110.01%0.12%0.36%Q1 2021Q3 202311
IWO ISHARES TR RUS 2000 GR...530.12%0.20%0.31%Q4 2020Q3 20238
STIP ISHARES TR661.33%5.18%7.39%Q2 2022Q3 20236
GLD SPDR GOLD TR662.98%3.76%4.67%Q2 2022Q3 20236
TGT TARGET CORP410.13%0.25%0.36%Q4 2020Q1 20236
ESGV VANGUARD WORLD FD550.14%0.15%0.15%Q3 2022Q3 20235
MSFT MICROSOFT CORP210.14%0.15%0.16%Q4 2021Q3 20233
AOM ISHARES CORE MODERATE ...110.56%0.56%0.56%Q4 2020Q4 20201
VNLA JANUS DETROIT STR TR110.39%0.39%0.39%Q4 2021Q4 20211
TARGET CORP110.20%0.20%0.20%Q4 2021Q4 20211
VEA VANGUARD TAX-MANAGED FDS110.19%0.19%0.19%Q2 2023Q2 20231
FATE FATE THERAPEUTICS INC110.17%0.17%0.17%Q2 2021Q2 20211
VWO VANGUARD INTL EQUITY I...110.13%0.13%0.13%Q2 2023Q2 20231
ACB AURORA CANNABIS INC110.12%0.12%0.12%Q4 2021Q4 20211
TLRY TILRAY INC110.01%0.01%0.01%Q3 2021Q3 20211
ACB AURORA CANNABIS INC110.01%0.01%0.01%Q3 2021Q3 20211
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of COREPATH WEALTH PARTNERS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by COREPATH WEALTH PARTNERS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that COREPATH WEALTH PARTNERS LLC owns currently or has owned in the past.