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Carlsbad Wealth Advisory Group, Inc.13F | |
| Carlsbad Wealth Advisory Group, Inc. | |
| Last update 2023-07-27 | 45 Stocks (0 new) |
| Value $155.00 Mil | Turnover 0 % |
Carlsbad Wealth Advisory Group... Top Holdings of 2023-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 445,202 | 23,315.2 | 0% | 15.030 | 0% | 0.070 | +15.40% | +6.69% | 56,551.3 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 282,450 | 21,169.6 | 0% | 13.650 | 0% | 0.110 | +18.47% | +5.63% | 44,606.0 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 260,219 | 17,458.1 | 0% | 11.260 | 0% | 0.180 | +11.92% | +8.58% | 12,776.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 328,080 | 15,150.7 | 0% | 9.770 | 0% | 0.010 | +16.82% | +19.85% | 158,523.5 | ||
SCHP | Schwab U.S. Tips ETF | 194,531 | 10,199.3 | 0% | 6.580 | 0% | 0.080 | +0.23% | +2.75% | 13,447.8 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 125,031 | 9,406.1 | 0% | 6.060 | 0% | 0.070 | +1.12% | +2.66% | 23,097.2 | ||
BSV | Vanguard Short-Term Bond ETF | 100,465 | 7,592.1 | 0% | 4.890 | 0% | 0.020 | +0.29% | +1.29% | 38,420.8 | ||
SCHA | Schwab U.S. Small-Cap ETF | 144,688 | 6,337.3 | 0% | 4.090 | 0% | 0.040 | +17.08% | +1.01% | 17,842.6 | ||
SCHF | Schwab International Equity ETF | 137,241 | 4,892.6 | 0% | 3.150 | 0% | 0.020 | +16.52% | +20.11% | 49,217.3 | ||
HD | The Home Depot Inc | 15,253 | 4,738.1 | 0% | 3.050 | 0% | 0.000 | +5.05% | -3.41% | 369,158.1 | Retail - Cyclical |
Carlsbad Wealth Advisory Group, Inc.'s Historical Top Holdings Breakdowns
Carlsbad Wealth Advisory Group, Inc. Total Holding History ($B)
Carlsbad Wealth Advisory Group, Inc.'s Asset Allocation
Carlsbad Wealth Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Carlsbad Wealth Advisory Group, Inc.'s Hypothetical Growth since 2023-06-30
Carlsbad Wealth Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Carlsbad Wealth Advisory Group, Inc.'s Holdings Heat Map
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Carlsbad Wealth Advisory Group, Inc.'s Holdings Bubble Chart
Carlsbad Wealth Advisory Group, Inc. News
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