ENVISION FINANCIAL LLC 13F Portfolio
ENVISION FINANCIAL LLC runs ENVISION FINANCIAL LLC and currently holds 48 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $217.09M. Their top holdings are VOO, FNDX, SCHF, UITB, USFR. The top five represent 45.6% of reported portfolio weight. ENVISION FINANCIAL LLC ranks #906 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ENVISION FINANCIAL LLC initiated 3 new positions. They added to 14 existing positions. They trimmed 21 positions. Their current best-performing preview position is EMXC with returns of +30.05%.
Portfolio Value
$217.09M
Alpha Score
21.1
#906 of 1000
Holdings
48
ENVISION FINANCIAL LLC Current 13F Holdings
Reported holdings from ENVISION FINANCIAL LLC's latest SEC 13F filing, ranked by portfolio weight.
48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 13.77% | $570.01 | $715.51 | +25.53% | Added +11.61% |
 FNDX SCHWAB STRATEGIC TR | 8.86% | $23.99 | $32.15 | +34.01% | Trimmed -3.96% |
 SCHF SCHWAB STRATEGIC TR | 8.12% | $19.54 | $27.27 | +39.56% | Added +2.92% |
 UITB VICTORY PORTFOLIOS II | 7.45% | $46.71 | $44.65 | -4.41% | Added +25.83% |
 USFR WISDOMTREE TR | 7.35% | $50.31 | $50.45 | +0.28% | Added +11.11% |
 SCHX SCHWAB STRATEGIC TR | 5.58% | $23.19 | $30.64 | +32.13% | Trimmed -14.51% |
 VCIT VANGUARD SCOTTSDALE FDS | 4.73% | $82.21 | $78.41 | -4.62% | Added +9.25% |
 VO VANGUARD INDEX FDS | 4.55% | $124.69 | $81.15 | -34.92% | Added +328.09% |
 RDVY FIRST TR EXCHANGE TRADED FD | 4.41% | $63.69 | $79.58 | +24.95% | Added +5.62% |
 EMXC ISHARES INC | 3.45% | $56.45 | $99.02 | +75.41% | Trimmed -0.70% |
Showing 1-10 of 48