POWERHOUSE ASSETS LLC
POWERHOUSE ASSETS LLC runs POWERHOUSE ASSETS LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $122.85M. Their top holdings are VOO, IVV, ICSH, VTV, EMXC. The top five represent 61.6% of reported portfolio weight. POWERHOUSE ASSETS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, POWERHOUSE ASSETS LLC initiated 3 new positions. They added to 15 existing positions. They trimmed 28 positions. Their current best-performing preview position is EMXC with returns of +30.05%.
57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | 26.24% | $627.11 | $703.77 | +12.22% | Trimmed -0.61% |
IVV ISHARES TR | 24.47% | $684.25 | $769.30 | +12.43% | Trimmed -9.41% |
ICSH ISHARES TR | 4.70% | $50.58 | $50.54 | -0.09% | Added +3.84% |
VTV VANGUARD INDEX FDS | 3.46% | $191.02 | $226.35 | +18.50% | Trimmed -1.81% |
EMXC ISHARES INC | 2.74% | $72.89 | $97.80 | +34.17% | Trimmed -29.28% |
IEFA ISHARES TR | 2.63% | $89.46 | $100.87 | +12.75% | Trimmed -11.40% |
DFSD DIMENSIONAL ETF TRUST | 2.48% | $47.94 | $47.31 | -1.31% | Trimmed -6.48% |
DFAI DIMENSIONAL ETF TRUST | 2.44% | $38.21 | $43.33 | +13.40% | Trimmed -0.45% |
SPSB SPDR SERIES TRUST | 2.25% | $30.18 | $29.94 | -0.80% | Added +8.60% |
VBR VANGUARD INDEX FDS | 2.13% | $211.88 | $249.17 | +17.60% | Trimmed -0.29% |
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