VESTED FINANCIAL PLANNING, LLC
VESTED FINANCIAL PLANNING, LLC runs VESTED FINANCIAL PLANNING, LLC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $131.25M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VESTED FINANCIAL PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VESTED FINANCIAL PLANNING, LLC's portfolio at VESTED FINANCIAL PLANNING, LLC has delivered returns of +14.66%. Their 3-year annualized return is +12.75%. Looking at the 5-year horizon, VESTED FINANCIAL PLANNING, LLC has achieved +12.75% annualized returns at VESTED FINANCIAL PLANNING, LLC.
Portfolio Value
$131.25M
Alpha Score
11.7
#0 of 1000
Holdings
27
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|