SB

Sargent Bickham Lagudis LLC

13F
Sargent Bickham Lagudis LLC
Last update 2023-01-24 1054 Stocks (88 new)
Value $1.22 Bil Turnover 8 %
Countries:
Top Holdings: AGG(8.09%)SPY(5.80%)VOO(5.39%)VEA(4.29%)IVV(3.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sargent Bickham Lagudis LLC Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG 		iShares Core U.S. Aggregate Bond ETF
1,018,029
98738.650
-1.54%
8.090
-0.14%
0.120
-3.55%
-1.05%
118670.368
 
SPY 		S&P 500 ETF TRUST ETF
185,043
70766.950
-6.33%
5.800
-0.40%
0.020
-0.36%
-0.66%
615248.912
 
VOO 		Vanguard S&P 500 ETF
187,270
65795.540
+6.38%
5.390
+0.32%
0.030
-0.34%
-0.66%
539978.487
 
VEA 		Vanguard FTSE Developed Markets ETF
1,245,790
52285.790
+35.03%
4.290
+1.11%
0.050
-8.68%
-0.50%
137579.265
 
IVV 		iShares Core S&P 500 ETF
104,364
40097.730
-11.86%
3.290
-0.45%
0.010
-0.37%
-0.63%
582237.199
 
VTWO 		Vanguard Russell 2000 Index Fund
507,223
35693.220
+16.75%
2.930
+0.42%
0.650
-1.44%
-0.50%
11690.810
 
VTEB 		Vanguard Tax-Exempt Bond ETF
675,456
33428.280
-0.82%
2.740
-0.02%
0.130
-2.13%
-1.18%
35041.411
 
VT 		Vanguard Total World Stock ETF
357,647
30825.590
-8.63%
2.530
-0.24%
0.120
-3.39%
-0.75%
40271.866
 
ACWI 		iShares MSCI ACWI Index Fund
271,957
23083.670
+27.41%
1.890
+0.41%
0.130
-3.39%
-0.70%
19041.681
 
AAPL 		Apple Inc
175,576
22812.590
-0.72%
1.870
-0.02%
0.000
+0.87%
-6.94%
3508035.247
Hardware

Sargent Bickham Lagudis LLC's Historical Top Holdings Breakdowns

Sargent Bickham Lagudis LLC Total Holding History ($B)

To

Sargent Bickham Lagudis LLC's Asset Allocation

To

Sargent Bickham Lagudis LLC Past Portfolios

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

Top Ranked Articles

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Sargent Bickham Lagudis LLC's Hypothetical Growth since 2022-12-31

Sargent Bickham Lagudis LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sargent Bickham Lagudis LLC's Holdings Heat Map

Size field:

Sargent Bickham Lagudis LLC's Holdings Bubble Chart

Sargent Bickham Lagudis LLC News

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