First Ascent Asset Management, LLC Portfolio Holdings by Sector
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VTEB DFAC IUSB SPDW VXUS DFNM BNDX 48 stocks |
$758 Million
89.48% of portfolio
|
38
|
10
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$89 Million
10.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|