FF

Fullen Financial Group

13F
Fullen Financial Group
Last update 2023-05-30 59 Stocks (0 new)
Value $186.00 Mil Turnover 7 %
Countries:
Top Holdings: BIV(11.45%)VEU(10.79%)BSV(8.69%)VB(7.52%)VTV(6.65%)
Summary Stock Picks Current Portfolio
Fullen Financial Group Top Holdings of 2023-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIV
Vanguard Intermediate-Term Bond ETF
275,356
21,241.0
+4.70%
11.450
+0.51%
0.150
+0.60%
+4.74%
23,135.4
 
VEU
Vanguard FTSE All-World ex-US ETF
367,455
20,019.0
+10.09%
10.790
+0.99%
0.060
+13.88%
+18.90%
42,344.4
 
BSV
Vanguard Short-Term Bond ETF
210,369
16,122.7
+14.56%
8.690
+1.10%
0.040
+0.70%
+3.17%
38,481.4
 
VB
Vanguard Small Cap ETF
74,504
13,955.3
+16.53%
7.520
+1.07%
0.030
+15.73%
+1.97%
58,767.7
 
VTV
Vanguard Value ETF
87,723
12,330.3
+13.98%
6.650
+0.82%
0.010
+8.26%
+7.31%
131,767.6
 
IGSB
iShares 1-3 Year Credit Bond ETF
220,984
11,206.1
-3.68%
6.040
-0.24%
0.050
+1.31%
+3.76%
21,509.5
 
VUG
Vanguard Growth ETF
37,212
9,378.5
+20.48%
5.060
+0.86%
0.010
+24.44%
+7.95%
152,432.4
 
VOE
Vanguard Mid-Cap Value ETF
63,042
8,510.0
+7.10%
4.590
+0.30%
0.050
+8.70%
+4.72%
17,221.1
 
VWO
Vanguard FTSE Emerging Markets ETF
153,071
6,159.6
+9.73%
3.320
+0.29%
0.010
+12.40%
+14.02%
83,003.4
 
VOT
Vanguard Mid-Cap Growth ETF
25,334
4,828.0
+15.19%
2.600
+0.34%
0.050
+22.00%
+13.36%
15,144.5
 

Fullen Financial Group's Historical Top Holdings Breakdowns

Fullen Financial Group Total Holding History ($B)

To

Fullen Financial Group's Asset Allocation

To

Fullen Financial Group Past Portfolios

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

Top Ranked Articles

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Fullen Financial Group's Hypothetical Growth since 2023-03-31

Fullen Financial Group's Yearly Returns

Year Portfolio % % Excess Gain %

Fullen Financial Group's Holdings Heat Map

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Fullen Financial Group's Holdings Bubble Chart

Fullen Financial Group News

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