| Weighting | |||||||
|---|---|---|---|---|---|---|---|
| Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
| Sage Financial Management Group, Inc. | 91.1% | 71.7% | 51.4% | 33.9% | 12.0% | $2,166,965 | 42 |
| SENTINEL PENSION ADVISORS INC | 79.8% | 66.4% | 51.4% | 36.5% | 14.1% | $9,621,425 | 100 |
| BBJS FINANCIAL ADVISORS, LLC | 86.7% | 67.8% | 51.3% | 42.4% | 31.7% | $4,269,496 | 127 |
| Retirement Planning Group, LLC | 85.4% | 75.7% | 51.3% | 34.1% | 11.7% | $18,226,295 | 158 |
| Diversified Investment Strategies, LLC | 90.2% | 70.6% | 51.3% | 40.0% | 20.7% | $2,736,754 | 47 |
| Kozak & Associates, Inc. | 86.8% | 73.4% | 51.3% | 38.0% | 14.8% | $2,217,264 | 382 |
| WealthOne, LLC | 85.2% | 68.3% | 51.2% | 41.5% | 18.2% | $2,489,782 | 85 |
| Tanager Wealth Management LLP | 89.2% | 67.5% | 51.2% | 41.6% | 17.1% | $10,213,896 | 75 |
| Strategic Financial Planning, Inc. | 94.7% | 72.9% | 51.2% | 36.1% | 14.5% | $2,786,689 | 30 |
| Taikang Asset Management (Hong Kong) Co Ltd | 74.8% | 61.6% | 51.2% | 36.2% | 14.5% | $5,104,352 | 67 |
| MANCHESTER FINANCIAL INC | 86.5% | 75.3% | 51.2% | 34.5% | 13.2% | $6,484,931 | 94 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 82.4% | 69.3% | 51.2% | 36.5% | 13.5% | $3,374,281 | 91 |
| Plancorp, LLC | 81.3% | 68.3% | 51.2% | 41.5% | 15.5% | $46,007,281 | 258 |
| Alecta Tjanstepension Omsesidigt | 93.2% | 74.6% | 51.1% | 35.6% | 13.8% | $90,021,808 | 33 |
| ECLECTIC ASSOCIATES INC /ADV | 79.2% | 63.5% | 51.1% | 43.9% | 17.7% | $3,544,761 | 81 |
| Rollins Financial | 80.6% | 67.6% | 51.1% | 37.9% | 14.7% | $3,929,232 | 105 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 77.3% | 64.6% | 51.1% | 43.0% | 31.1% | $4,698,155 | 150 |
| APG Asset Management US Inc. | 94.8% | 74.8% | 51.1% | 38.4% | 19.5% | $184,471,301 | 39 |
| Kaye Capital Management | 97.0% | 77.8% | 51.1% | 36.2% | 14.1% | $5,715,071 | 36 |
| Pasadena Private Wealth, LLC | 86.5% | 68.7% | 51.0% | 39.7% | 16.1% | $6,227,064 | 103 |
Statistics for filers
This page shows you the Q3 2023 statistics for the filers.
- Top 5
- The total weighting of the top 5 holdings.
- Value
- The total value of the reported holdings.
- Holdings
- The number of reported holdings.