Forvis Mazars Wealth Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the fund's holdings for the latest report period. You can see the full portfolio on SensaMarket, and track moves made by other funds.
Largest position changes
Per our estimates, the biggest moves in the fund's portfolio this period were:
$AMAT
Increased by 7,836 shares · est. $1,145,937
+$1.15M
▲ 240.52%
$SCHB
Increased by 3,828,805 shares · est. $5,154,930
+$5.15M
▲ 205.21%
$VOOG
Decreased by 16,063 shares · est. $5,405,761
−$5.41M
▼ 70.35%
$HST
Decreased by 94,103 shares · est. $1,662,284
−$1.66M
▼ 55.36%
$VCRB
Increased by 112,974 shares · est. $8,352,212
+$8.35M
▲ 179.83%
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
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