DC

DERBY & COMPANY, INC

13F
DERBY & COMPANY, INC
Last update 2021-11-12 78 Stocks (2 new)
Value $495.00 Mil Turnover 4 %
Countries:
Top Holdings: VIG(13.46%)VV(13.08%)IWB(11.86%)VTV(8.19%)IWV(7.79%)
Summary Stock Picks Current Portfolio
DERBY & COMPANY, INC Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG
Vanguard Dividend Appreciation FTF
433,897
66,647.0
+3.41%
13.460
+0.44%
0.110
+5.96%
+5.47%
86,619.5
 
VV
Vanguard Large Cap ETF
322,563
64,809.0
+2.31%
13.080
+0.30%
0.240
+11.33%
+6.46%
38,346.7
 
IWB
iShares Russell 1000 ETF
243,136
58,768.0
+2.23%
11.860
+0.26%
0.200
+10.99%
+5.96%
41,546.0
 
VTV
Vanguard Value ETF
299,800
40,584.0
+3.35%
8.190
+0.27%
0.040
+2.88%
+5.58%
129,647.6
 
IWV
iShares Russell 3000 ETF
151,427
38,591.0
+2.36%
7.790
+0.18%
0.330
+10.79%
+5.56%
15,830.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
162,509
18,661.0
+6.29%
3.770
+0.22%
0.020
+1.27%
+4.05%
129,208.6
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Trad
PIMCO Enhanced Short Maturity Active Exchange-Trad
173,679
17,703.0
+7.17%
3.570
+0.24%
0.140
+1.12%
+2.23%
13,331.9
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
150,946
16,237.0
+2.98%
3.280
+0.09%
0.200
+1.29%
+1.79%
9,932.0
 
IWN
iShares Russell 2000 Value ETF
99,642
15,966.0
+2.85%
3.220
+0.09%
0.110
+4.96%
-3.16%
10,893.6
 
VFH
Vanguard Financials ETF
166,423
15,419.0
+3.27%
3.110
+0.10%
0.140
+6.96%
+8.68%
11,515.7
 

DERBY & COMPANY, INC's Historical Top Holdings Breakdowns

DERBY & COMPANY, INC Total Holding History ($B)

To

DERBY & COMPANY, INC's Asset Allocation

To

DERBY & COMPANY, INC Past Portfolios

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

Top Ranked Articles

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DERBY & COMPANY, INC's Hypothetical Growth since 2021-09-30

DERBY & COMPANY, INC's Yearly Returns

Year Portfolio % % Excess Gain %

DERBY & COMPANY, INC's Holdings Heat Map

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DERBY & COMPANY, INC's Holdings Bubble Chart

DERBY & COMPANY, INC News

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