JUNCTURE WEALTH STRATEGIES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JW JUNCTURE WEALTH STRATEGIES, LLC | Institutional Filer | ▼ 1.51% | $299.2M | 133 |
Current Portfolio Holdings
Showing all 133 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 203K | $60.7M | 20.28% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 1.3M | $31.8M | 10.63% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | — | 365K | $17.7M | 5.92% |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 387K | $11.9M | 3.97% |
| 5 | AGG | ISHARES TR | — | 92K | $9.2M | 3.06% |
| 6 | DFAT | DIMENSIONAL ETF TRUST | — | 137K | $8.5M | 2.85% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 44K | $8.4M | 2.82% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | — | 101K | $8.4M | 2.79% |
| 9 | SPYV | SPDR SERIES TRUST | — | 131K | $7.4M | 2.47% |
| 10 | VGK | VANGUARD INTL EQUITY INDEX F | — | 86K | $7.1M | 2.37% |
| 11 | XYLD | GLOBAL X FDS | — | 174K | $6.8M | 2.27% |
| 12 | URA | GLOBAL X FDS | — | 100K | $4.9M | 1.62% |
| 13 | PPA | INVESCO EXCHANGE TRADED FD T | — | 26K | $4.2M | 1.41% |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | — | 53K | $4.2M | 1.40% |
| 15 | IGSB | ISHARES TR | — | 75K | $4.0M | 1.33% |
Showing 1 to 15 of 133 holdings