TW

Tillar-Wenstrup Advisors, LLC

13F
Tillar-Wenstrup Advisors, LLC
Last update 2024-02-16 1 Stocks (0 new)
Value $- Turnover 0 %
Countries:
Top Holdings:
Portfolio Report
Summary Stock Picks Current Portfolio
Tillar-Wenstrup Advisors, LLC Top Holdings of 2023-12-31 View Full List
Ticker
ALTS
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ALTS 		JanOne Inc
0
0.000
0%
0.000
0%
0.000
+55.70%
+343.24%
33.324
Software

Tillar-Wenstrup Advisors, LLC's Historical Top Holdings Breakdowns

Tillar-Wenstrup Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USMV 		iShares MSCI USA Min Vol Factor ETF2023-03-31Sold Out
-9.57%
●
68.8 ($71.58) 73.44
$90.73
26.75%
Sold Out
0
-274,670
QUAL 		iShares MSCI USA Quality Factor ETF2023-03-31Sold Out
-9.11%
●
112.88 ($119.73) 125.81
$179.96
50.30%
Sold Out
0
-165,511
MTUM 		iShares MSCI USA Momentum Factor ETF2023-03-31Sold Out
-6.95%
●
132.38 ($140.35) 145.4
$205.28
46.26%
Sold Out
0
-98,611
TFLO 		iShares Treasury Floating Rate Bond ETF2023-03-31Sold Out
-6.25%
●
49.85 ($50.14) 50.41
$50.62
0.96%
Sold Out
0
-256,808
PRF 		Invesco FTSE RAFI US 1000 ETF2023-03-31Sold Out
-6.02%
●
29.89 ($31.69) 33.07
$40.71
28.46%
Sold Out
0
-80,333
DGRO 		iShares Core Dividend Growth ETF2023-03-31Sold Out
-5.55%
●
47.82 ($49.93) 51.47
$62.47
25.11%
Sold Out
0
-229,858
VTV 		Vanguard Value ETF2023-03-31Sold Out
-5.50%
●
131.93 ($139.55) 144.07
$173.45
24.29%
Sold Out
0
-81,177
FLOT 		iShares Floating Rate Bond ETF2023-03-31Sold Out
-5.42%
●
49.29 ($50.03) 50.48
$51.08
2.10%
Sold Out
0
-223,025
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2023-03-31Sold Out
-5.35%
●
29.83 ($30.23) 30.49
$30.85
2.05%
Sold Out
0
-364,568
IBDO 		iShares iBonds Dec 2023 Term Corporate ETF2023-03-31Sold Out
-4.59%
●
24.85 ($24.99) 25.12
$25.33
1.36%
Sold Out
0
-379,705

Tillar-Wenstrup Advisors, LLC Total Holding History ($B)

To

Tillar-Wenstrup Advisors, LLC's Asset Allocation

To

Tillar-Wenstrup Advisors, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Tillar-Wenstrup Advisors, LLC's Hypothetical Growth since 2023-12-31

Tillar-Wenstrup Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Tillar-Wenstrup Advisors, LLC News

  • 1

Discussions on Tillar-Wenstrup Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.