Crown Wealth Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Crown Wealth Group, LLC | Institutional Filer | ▼ 4.88% | $340.5M | 145 |
Current Portfolio Holdings
Showing all 145 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 645K | $45.7M | 13.43% |
| 2 | SPYM | SPDR SERIES TRUST | — | 484K | $37.1M | 10.88% |
| 3 | BALT | INNOVATOR ETFS TRUST | — | 937K | $31.4M | 9.21% |
| 4 | SGOV | ISHARES TR | — | 146K | $14.7M | 4.33% |
| 5 | DMAX | ISHARES TR | — | 499K | $13.2M | 3.89% |
| 6 | CPRY | CALAMOS ETF TR | — | 475K | $12.9M | 3.78% |
| 7 | VUG | VANGUARD INDEX FDS | — | 22K | $9.8M | 2.87% |
| 8 | QUAL | ISHARES TR | — | 51K | $9.7M | 2.86% |
| 9 | MSFT | Microsoft Corporation | Technology | 24K | $8.9M | 2.62% |
| 10 | NVDA | NVIDIA Corporation | Technology | 49K | $8.6M | 2.53% |
| 11 | AAPL | Apple Inc. | Technology | 33K | $8.3M | 2.45% |
| 12 | DUHP | DIMENSIONAL ETF TRUST | — | 211K | $7.8M | 2.28% |
| 13 | SMH | VANECK ETF TRUST | — | 19K | $7.4M | 2.18% |
| 14 | IYW | ISHARES TR | — | 36K | $6.5M | 1.90% |
| 15 | GOOGL | Alphabet Inc. | Technology | 20K | $5.8M | 1.70% |
Showing 1 to 15 of 145 holdings