Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $11.2M |
| 2 | Vertex Investment Solutions Co., Ltd. | $1.8M |
| 3 | Boltwood Capital Management | $291.9K |
| 4 | Sunpointe, LLC | $264.5K |
| 5 | SIGNATUREFD, LLC | $226.1K |
| 6 | AlphaCentric Advisors LLC | $160.1K |
| 7 | Triumph Capital Management | $29.2K |
| 8 | IFP Advisors, Inc | $1.3K |
| 9 | Mosley Wealth Management | $422 |
| 10 | CX Institutional | $44 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$1.4M | |
| 3 | +$291.9K | |
| 4 | +$41.2K | |
| 5 | +$30.9K | |
| 6 | +$24.4K | |
| 7 | +$6.1K | |
| 8 | +$422 | |
| 9 | +$243 | |
| 10 | +$8 |