Conrad Siegel Investment Advisors, Inc. Portfolio Holdings
Conrad Siegel Investment Advisors, Inc.
- $344 Million
- Q2 2024
Conrad Siegel Investment Advisors, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $344 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $94.3M, Vanguard Index Fds S&P 500 ETF with a value of $78.8M, Ishares Tr with a value of $35.1M, Vanguard Mid Cap ETF with a value of $28.3M, and Ishares Tr with a value of $24.3M.
Examining the 13F form we can see an increase of $2.29M in the current position value, from $342M to 344M.
Below you can find more details about Conrad Siegel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$344 Million
ETFs: $319 Million
Technology: $4.95 Million
Communication Services: $2.59 Million
Consumer Cyclical: $1.44 Million
Financial Services: $738,000
Healthcare: $288,000
Energy: $228,000