Price Wealth Management, Inc. 13F Holdings
CIK 02814582 · AUSTIN, TX
As of Sep 30, 2020, Price Wealth Management, Inc. reported 447 positions worth $355.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 181,312 | $38.6K | 10.86% |
| SPDR S&P 500 ETF TRUST | SPY | — | 112,277 | $37.6K | 10.58% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 324,235 | $25.6K | 7.20% |
| ISHARES CORE S&P 500 ETF | IVV | — | 75,997 | $25.5K | 7.19% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 319,746 | $22.5K | 6.32% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 424,930 | $22.2K | 6.24% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 169,852 | $21.9K | 6.15% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 470,533 | $20.7K | 5.84% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 92,212 |