Dynasty Wealth Management, LLC
Institutional investor · Portfolio as of Q4 2017
Top Holdings100 positions
Johnson & Johnson | 51,690 | $7.2M | 12.5% | $109.98 | 0.00% | 1 qtr | First report 0 |
VANGUARD FTSE DEV MKT ETF | 72,257 | $3.2M | 5.6% | $34.71 | 0.00% | 1 qtr | First report 0 |
iShares Russell 2000 Value ETF | 17,854 | $2.2M | 3.9% | $107.94 | 0.00% | 1 qtr | First report 0 |
| 30,151 | $1.8M | 3.1% | — | — | — | First report 0 | |
iShares Russell 2000 ETF | 11,254 | $1.7M | 3.0% | $137.83 | 0.00% | 1 qtr | First report 0 |
Technology Select Sector SPDR Fund | 26,531 | $1.7M | 2.9% | $29.44 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 ETF | 10,530 | $1.6M | 2.7% | $131.10 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P SMALL-CAP ETF | 19,134 | $1.5M | 2.5% | $67.87 | 0.00% | 1 qtr | First report 0 |
Chevron Corp | 10,678 | $1.3M | 2.3% | $87.78 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 11,166 | $1.2M | 2.1% | $84.72 | 0.00% | 1 qtr | First report 0 |
VANGUARD WORLD FD | 12,500 | $1.1M | 2.0% | $83.04 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF Trust | 4,145 | $1.1M | 1.9% | $233.70 | 0.00% | 1 qtr | First report 0 |
FIRST TR EXCHANGE-TRADED FD | 36,337 | $892,000 | 1.5% | $18.05 | +134.68% | 1 qtr | First report 0 |
Berkshire Hathaway Inc | 4,424 | $877,000 | 1.5% | $198.22 | 0.00% | 1 qtr | First report 0 |
VANGUARD EMERGING MARKETS ETF | 18,925 | $869,000 | 1.5% | $35.87 | 0.00% | 1 qtr | First report 0 |
BLACKROCK MULTI-SECTOR INC T | 42,771 | $776,000 | 1.3% | $8.66 | 0.00% | 1 qtr | First report 0 |
SPDR Dow Jones Industrial Average ETF Trust | 3,133 | $775,000 | 1.3% | $212.16 | 0.00% | 1 qtr | First report 0 |
Schwab US Large-Cap ETF | 11,966 | $763,000 | 1.3% | $9.35 | +227.70% | 1 qtr | First report 0 |
PROSHARES S&P 500 DIVIDEND A ETF | 11,262 | $721,000 | 1.2% | $53.93 | 0.00% | 1 qtr | First report 0 |
DEUTSCHE HIGH INCOME OPPORT FD COM | 46,410 | $697,000 | 1.2% | — | — | 1 qtr | First report 0 |
Dynasty Wealth Management, LLC manages $57.9M across 100 positions as of Q4 2017. Top holdings: JNJ (12.5%), VEA (5.6%), IWN (3.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 100 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $58M across 100 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR