Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $7.6M |
| 2 | Cox Capital Mgt LLC | $458.9K |
| 3 | SJS Investment Consulting Inc. | $21.8K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$432.6K | |
| 2 | +$8.9K | |
| 3 | +$622 |
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $7.6M |
| 2 | Cox Capital Mgt LLC | $458.9K |
| 3 | SJS Investment Consulting Inc. | $21.8K |
| # | ||
|---|---|---|
| 1 | +$432.6K | |
| 2 | +$8.9K | |
| 3 | +$622 |