US

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

13F
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Last update 2024-08-12 60 Stocks (4 new)
Value $66.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHX(12.60%)VEA(11.72%)IWB(9.69%)ITOT(5.97%)NVDA(5.20%)
Portfolio Report
Summary Stock Picks Current Portfolio
UP STRATEGIC WEALTH INVESTMENT... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX 		Schwab U.S. Large-Cap ETF
129,522
8321.770
+12.32%
12.600
+1.38%
-
+11.93%
+21.28%
50142.900
 
VEA 		Vanguard FTSE Developed Markets ETF
156,509
7734.680
+11.06%
11.720
+1.17%
-
+6.74%
+6.08%
139217.980
 
IWB 		iShares Russell 1000 ETF
21,509
6399.790
0%
9.690
0%
-
+11.78%
+20.74%
37918.756
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
33,172
3940.170
0%
5.970
0%
-
+11.68%
+20.36%
62339.708
 
NVDA 		NVIDIA Corp
27,771
3430.830
-1.63%
5.200
-0.07%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
DFCF 		Dimensional Core Fixed Income ETF
78,532
3262.220
+8.72%
4.940
+0.40%
-
-1.68%
-0.80%
5747.497
 
AAPL 		Apple Inc
13,725
2890.760
+5.49%
4.380
+0.23%
0.000
+6.90%
+16.50%
3377630.649
Hardware
DFVX 		Dimensional US Large Cap Vector ETF
35,448
2201.680
+15.18%
3.330
+0.44%
-
+10.02%
+17.13%
305.831
 
MSFT 		Microsoft Corp
4,422
1976.410
+8.89%
2.990
+0.24%
0.000
+4.32%
+10.02%
3059156.044
Software
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
29,797
1564.030
-18.28%
2.370
-0.60%
-
+12.09%
+3.89%
5240.055
 

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Historical Top Holdings Breakdowns

UP STRATEGIC WEALTH INVESTMENT 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
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Add
+1.38%
●
58.7 ($61.99) 64.78
$22.80
-63.22%
Add 12.32%
129,522
14,206
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+1.17%
●
47.83 ($49.76) 51.21
$50.81
2.11%
Add 11.06%
156,509
15,580
IDEV 		iShares Core MSCI International Developed Markets ETF2024-06-30New Buy
+0.72%
●
64.09 ($66.52) 68.74
$68.19
2.51%
New holding
7,276
7,276
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2024-06-30Reduce
-0.60%
●
51.23 ($53.12) 54.89
$53.41
0.55%
Reduce -18.28%
29,797
-6,667
DWM 		WisdomTree International Equity Fund2024-06-30Sold Out
-0.45%
●
52.54 ($54.74) 56.44
$55.81
1.95%
Sold Out
0
-4,998
VST 		Vistra Corp2024-06-30Sold Out
-0.45%
●
65.66 ($83.69) 106.2
$121.90
45.66%
Sold Out
0
-3,924
DFVX 		Dimensional US Large Cap Vector ETF2024-06-30Add
+0.44%
●
59.66 ($61.44) 62.55
$65.77
7.05%
Add 15.18%
35,448
4,671
DFCF 		Dimensional Core Fixed Income ETF2024-06-30Add
+0.40%
●
40.79 ($41.43) 41.97
$42.06
1.52%
Add 8.72%
78,532
6,301
NKE 		Nike Inc2024-06-30Sold Out
-0.38%
●
75.37 ($92.94) 97.18
$77.98
-16.10%
Sold Out
0
-2,459
MRK 		Merck & Co Inc2024-06-30Sold Out
-0.34%
●
123.8 ($128.81) 132.96
$101.65
-21.09%
Sold Out
0
-1,552

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Total Holding History ($B)

To

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Asset Allocation

To

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Past Portfolios

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

Top Ranked Articles

  • 1

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Hypothetical Growth since 2024-06-30

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holdings Heat Map

Size field:

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC's Holdings Bubble Chart

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC News

  • 1

Discussions on UP STRATEGIC WEALTH INVESTMENT 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.