Balasa Dinverno & Foltz LLC has filed its 13F form on October 25, 2022 for Q3 2022 where it was disclosed a total value porftolio of $1.58 Billion distributed in 336 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $226M, Ishares Russell 1000 Gr ETF with a value of $121M, Vanguard Small Cap Growth ETF with a value of $106M, Ishares Msci Usa Momentum Fact with a value of $79.7M, and Ishares Core S&P 500 ETF with a value of $57.6M.
Examining the 13F form we can see an decrease of $6.14M in the current position value, from $1.59B to 1.58B.
Balasa Dinverno & Foltz LLC is based out at Itasca, IL
Below you can find more details about Balasa Dinverno & Foltz LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.58 Billion
ETFs: $1.26 Billion
Technology: $82.2 Million
Healthcare: $57.9 Million
Financial Services: $45.6 Million
Consumer Cyclical: $29.2 Million
Consumer Defensive: $27.8 Million
Industrials: $21.4 Million
Communication Services: $19.8 Million
Other: $33.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
