Facet Wealth, Inc. Portfolio Holdings
Facet Wealth, Inc.
- $3.6 Billion
- Q3 2024
Facet Wealth, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.6 Billion distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $560M, Ishares Msci Usa Quality Facto with a value of $420M, Vanguard Ftse Developed Market with a value of $386M, Vanguard Bd Index Fd Inc Total with a value of $346M, and Vanguard Value ETF with a value of $283M.
Examining the 13F form we can see an increase of $372M in the current position value, from $3.23B to 3.6B.
Below you can find more details about Facet Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$3.6 Billion
ETFs: $3.52 Billion
Technology: $43.9 Million
Consumer Cyclical: $10.6 Million
Communication Services: $10.1 Million
Healthcare: $5.67 Million
Financial Services: $3.43 Million
Consumer Defensive: $2.77 Million
Industrials: $1.63 Million
Other: $1.77 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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