Want to track AOR and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 3,026 | $210,307 | $207,901.33 | -$2,405.67 | -1.14% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 555 | $26,194.88 | $38,156.25 | $11,961.37 | 45.66% |
| PIL PFG Investments LLC PFG Investments LLC | 5,624 | $366,022.71 | $385,918.88 | $19,896.17 | 5.44% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,762 | $101,252.54 | $120,961.3 | $19,708.76 | 19.46% |
 Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 58,683 | $3.37M | $4.03M | $666,481.31 | 19.8% |
 Able Financial Group LLC ABLE Financial Group, LLC | 5,358 | $339,436.34 | $367,532.01 | $28,095.67 | 8.28% |
 Courtney Holt Compound Planning, Inc. | 5,041 | $311,736.98 | $345,585.75 | $33,848.77 | 10.86% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 40,074 | $2.53M | $2.75M | $220,383.16 | 8.72% |
 Thomas Healy PFW Advisors LLC | 2,941 | $201,547 | $202,120.22 | $573.22 | 0.28% |
 Thomas Dobbins New Republic Capital, LLC | 272 | $16,752.82 | $18,592.56 | $1,839.74 | 10.98% |
 Andrew Parsons Corrigan Financial, Inc. | 11,328 | $634,457.99 | $773,645.76 | $139,187.77 | 21.94% |
 Bradley Harsch Strategic Advocates LLC | 161 | $10,365.6 | $11,028.5 | $662.9 | 6.4% |
 Christopher C. Powers Farther Finance Advisors, LLC | 18,612 | $1.19M | $1.28M | $92,399.49 | 7.8% |
 NICOLE MARTIN Arlington Trust Co LLC | 837 | $58,172 | $57,125.25 | -$1,046.75 | -1.8% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 6,574 | $423,235 | $449,365.77 | $26,130.77 | 6.17% |
 Daniel Dorval DORVAL Corp | 9,804 | $589,402.94 | $671,377.92 | $81,974.98 | 13.91% |
 Kevin Bresler TD Waterhouse Canada Inc. | 4,463 | $288,276.91 | $306,384.95 | $18,108.04 | 6.28% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 40,555 | $2.55M | $2.78M | $232,589.39 | 9.12% |
 Nicholas McElroy Philip James Wealth Mangement, LLC | 3,071 | $213,439 | $210,993.05 | -$2,445.95 | -1.15% |
 Amir Har-El Savvy Advisors, Inc. | 12,765 | $834,778.04 | $875,040.75 | $40,262.71 | 4.82% |
2026 © Marketlog. All Rights Reserved.
