Souders Financial Advisors
Souders Financial Advisors latest Q4_2020 13F filings reported $229,511,000 in market value on this 2021-02-09 report date . The portfolio quarterly return is 8.47%. This fund has 111 securities concentrations of 100% weights.
Souders Financial Advisors largest holding is Vanguard S&P 500 ETF with weight of 7.36% and $16,896,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|