Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Stuart Chaussee & Associates, Inc. | 98.6% | 97.3% | 92.7% | 86.0% | 62.3% | $7,682,018 | 150 |
Index Fund Advisors, Inc. | 97.7% | 95.9% | 92.3% | 67.4% | 25.3% | $34,063,679 | 79 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 99.2% | 95.3% | 92.0% | 90.3% | 86.5% | $1,917,067 | 26 |
Retirement Solution Inc. | 99.1% | 96.2% | 91.8% | 88.4% | 57.4% | $5,099,895 | 29 |
Teramo Advisors, LLC | 100.0% | 99.3% | 91.7% | 75.3% | 49.0% | $8,068,139 | 17 |
Evermore Global Advisors, LLC | 100.0% | 100.0% | 91.7% | 76.4% | 51.4% | $1,324,038 | 7 |
Vitruvian Partners LLP | 100.0% | 100.0% | 91.7% | 77.1% | 49.3% | $41,710,797 | 9 |
DIXON FNANCIAL SERVICES, INC. | 99.4% | 96.1% | 90.8% | 73.1% | 31.5% | $3,520,039 | 24 |
Northcape Capital Pty Ltd | 99.4% | 95.5% | 90.7% | 69.6% | 25.3% | $25,958,261 | 26 |
Wright Fund Management, LLC | 100.0% | 97.3% | 90.7% | 83.6% | 41.4% | $25,419,300 | 15 |
Key Colony Management, LLC | 100.0% | 100.0% | 90.6% | 81.4% | 50.9% | $3,903,930 | 10 |
RFG HOLDINGS, INC. | 100.0% | 99.4% | 90.3% | 67.1% | 34.5% | $753,783 | 12 |
CKW FINANCIAL GROUP | 97.6% | 95.9% | 90.0% | 75.3% | 47.6% | $5,468,389 | 204 |
Palliser Capital (UK) Ltd | 100.0% | 100.0% | 89.8% | 76.5% | 41.9% | $1,486,269 | 9 |
Brewster Financial Planning LLC | 100.0% | 99.3% | 89.3% | 64.1% | 29.6% | $1,057,869 | 13 |
Artemis Wealth Advisors, LLC | 98.8% | 96.9% | 89.2% | 82.6% | 65.7% | $2,425,780 | 91 |
Exane Asset Management | 100.0% | 100.0% | 88.9% | 66.5% | 28.7% | $5,012,209 | 7 |
New England Professional Planning Group Inc. | 96.8% | 93.8% | 88.0% | 67.3% | 28.2% | $2,112,301 | 43 |
Chico Wealth RIA | 100.0% | 95.4% | 87.0% | 78.6% | 43.2% | $3,391,239 | 21 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 100.0% | 98.5% | 86.9% | 62.3% | 24.1% | $4,096,255 | 12 |
Statistics for filers
This page shows you the Q4 2022 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.