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BIEGEL & WALLER LLC

13F
BIEGEL & WALLER LLC
Last update 2019-10-15 73 Stocks (3 new)
Value $177.00 Mil Turnover 4 %
Countries:
Top Holdings: ITOT(13.40%)IXUS(9.31%)EEM(8.23%)EEMV(7.23%)SCZ(6.15%)
Summary Stock Picks Current Portfolio
BIEGEL & WALLER LLC Top Holdings of 2019-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
354,462
23,774.0
-0.37%
13.400
-0.05%
0.080
+11.01%
+5.61%
70,239.3
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
285,962
16,517.0
+0.14%
9.310
+0.01%
0.060
+12.46%
+18.70%
46,107.9
 
EEM
iShares MSCI Emerging Markets ETF
357,129
14,596.0
-0.59%
8.230
-0.05%
0.050
+11.46%
+16.47%
18,342.8
 
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
224,695
12,828.0
-30.05%
7.230
-2.94%
0.370
+8.92%
+9.57%
4,547.0
 
SCZ
iShares MSCI EAFE Small-Cap ETF
190,535
10,904.0
-0.01%
6.150
0%
0.100
+16.13%
+21.44%
10,436.3
 
SBGI
Sinclair Broadcast Group Inc
235,837
10,080.0
0%
5.680
0%
0.330
-11.81%
-11.42%
960.4
Media - Diversified
IUSV
iShares Core S&P U.S. Value ETF
146,468
8,466.0
+60.80%
4.770
+1.80%
0.090
+3.02%
+3.09%
20,903.7
 
C
Citigroup Inc
96,410
6,660.0
-0.58%
3.750
-0.02%
0.000
+20.86%
+22.74%
158,981.5
Banks
IEFA
iShares Core MSCI EAFE ETF
108,681
6,637.0
-0.02%
3.740
0%
0.010
+12.33%
+20.92%
142,904.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
133,766
6,557.0
+62.35%
3.700
+1.42%
0.010
+12.59%
+16.36%
95,668.0
 

BIEGEL & WALLER LLC's Historical Top Holdings Breakdowns

BIEGEL & WALLER LLC Total Holding History ($B)

To

BIEGEL & WALLER LLC's Asset Allocation

To

BIEGEL & WALLER LLC Past Portfolios

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

Top Ranked Articles

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BIEGEL & WALLER LLC's Hypothetical Growth since 2019-09-30

BIEGEL & WALLER LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BIEGEL & WALLER LLC's Holdings Heat Map

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BIEGEL & WALLER LLC's Holdings Bubble Chart

BIEGEL & WALLER LLC News

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