RW

Rainsberger Wealth Advisors, Inc.

13F
Rainsberger Wealth Advisors, Inc.
Last update 2024-01-26 69 Stocks (5 new)
Value $183.00 Mil Turnover 11 %
Countries:
Top Holdings: SCHF(6.18%)SCHB(6.17%)MTUM(4.38%)IEI(4.35%)SCHM(4.19%)
Portfolio Report
Summary Stock Picks Current Portfolio
Rainsberger Wealth Advisors, I... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF 		Schwab International Equity ETF
306,340
11322.330
+1.38%
6.180
+0.08%
0.030
+7.08%
+7.14%
40986.000
 
SCHB 		Schwab U.S. Broad Market ETF
203,009
11301.510
-1.15%
6.170
-0.07%
0.050
+11.86%
+20.42%
31646.483
 
MTUM 		iShares MSCI USA Momentum Factor ETF
51,165
8027.270
-2.83%
4.380
-0.13%
0.070
+16.69%
+30.50%
10421.386
 
IEI 		iShares 3-7 Year Treasury Bond ETF
68,001
7965.000
-0.47%
4.350
-0.02%
0.060
-2.19%
-0.63%
14525.843
 
SCHM 		Schwab U.S. Mid-Cap ETF
101,842
7670.760
-1.49%
4.190
-0.06%
0.070
+11.49%
+11.71%
11424.765
 
SCHD 		Schwab US Dividend Equity ETF
100,193
7627.730
-3.22%
4.160
-0.14%
0.020
+7.79%
+11.82%
63886.218
 
SPAB 		SPDR Portfolio Aggregate Bond ETF
291,475
7473.410
New Holding
4.080
+4.08%
0.110
-1.97%
-1.01%
8271.349
 
JPIE 		JPMorgan Income ETF
156,212
7124.830
New Holding
3.890
+3.89%
1.800
-0.02%
+0.09%
2200.787
 
SCHE 		Schwab Emerging Markets Equity ETF
263,826
6540.250
-10.23%
3.570
-0.44%
0.080
+13.48%
+16.50%
9640.144
 
FNDA 		Schwab Fundamental U.S. Small Company Index ETF
108,870
6025.970
-0.62%
3.290
-0.02%
0.090
+9.50%
+8.28%
9211.202
 

Rainsberger Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Rainsberger Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-12-31Sold Out
-4.09%
●
74.49 ($75.76) 77.37
$78.25
3.29%
Sold Out
0
-88,799
SPAB 		SPDR Portfolio Aggregate Bond ETF2023-12-31New Buy
+4.08%
●
23.71 ($24.6) 25.74
$25.38
3.17%
New holding
291,475
291,475
JPIE 		JPMorgan Income ETF2023-12-31New Buy
+3.89%
●
43.78 ($44.62) 45.84
$45.65
2.31%
New holding
156,212
156,212
DOW 		Dow Inc2023-12-31Sold Out
-0.78%
●
47.54 ($51.09) 55.71
$47.90
-6.24%
Sold Out
0
-24,686
LIN 		Linde PLC2023-12-31New Buy
+0.72%
●
364.38 ($394.4) 426.72
$454.89
15.34%
New holding
3,212
3,212
IEMG 		iShares Core MSCI Emerging Markets ETF2023-12-31New Buy
+0.49%
●
45.74 ($48.44) 50.64
$56.67
16.99%
New holding
17,812
17,812
NEM 		Newmont Corp2023-12-31Reduce
-0.45%
●
33.95 ($38.61) 42.38
$46.00
19.14%
Reduce -71.32%
7,996
-19,880
SCHE 		Schwab Emerging Markets Equity ETF2023-12-31Reduce
-0.44%
●
23.04 ($24.05) 24.89
$28.88
20.08%
Reduce -10.23%
263,826
-30,074
GDX 		VanEck Gold Miners ETF2023-12-31Add
+0.39%
●
25.91 ($29.27) 31.98
$40.11
37.03%
Add 14.06%
189,360
23,349
AMGN 		Amgen Inc2023-12-31New Buy
+0.38%
●
255.7 ($272.47) 288.46
$319.29
17.18%
New holding
2,390
2,390

Rainsberger Wealth Advisors, Inc. Total Holding History ($B)

To

Rainsberger Wealth Advisors, Inc.'s Asset Allocation

To

Rainsberger Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Rainsberger Wealth Advisors, Inc.'s Hypothetical Growth since 2023-12-31

Rainsberger Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rainsberger Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Rainsberger Wealth Advisors, Inc.'s Holdings Bubble Chart

Rainsberger Wealth Advisors, Inc. News

  • 1

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