CAMPBELL WEALTH MANAGEMENT Holdings

CAMPBELL WEALTH MANAGEMENT is an investment fund managing more than 692M US dollars. The largest holdings include Schwab U.S. Large-Cap ETF, iShares 7-10 Year Treasury Bond ETF and Vanguard Short-Term Bond Index Fund. In Q3 2022 the fund bought assets of total value of 247.64M US dollars and sold assets of total value of 269.78M US dollars.

$691.99M

portfolio value

-5.30%

quarter

-288.80%

1 year

-65.21%

3 years

CAMPBELL WEALTH MANAGEMENT portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	58567000	6811000
Q2 2019	44762000	4331000
Q3 2019	32847000	145000
Q4 2019	47388000	322000
Q1 2020	23266000	62025000
Q2 2020	113462000	1863000
Q3 2020	44639000	6089000
Q4 2020	75898000	2303000
Q1 2021	43968000	652000
Q2 2021	120010000	110255000
Q3 2021	4358000	580812000
Q4 2021	712792000	963000
Q1 2022	-14366000	38279000
Q2 2022	34677000	142041000
Q3 2022	247642000	269775000

CAMPBELL WEALTH MANAGEMENT 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Schwab U.S. Large-Cap ETF Portfolio share: 26.72% Portfolio value: 184.89M Avg. open price: $70.22 Current price: $47.41 P/L: -32.48% Bought +0.59% shares Q3 2022	share	26.72%	184.89M	$70.22	$47.41	-32.48%	Bought +0.59% shares Q3 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 8.94% Portfolio value: 61.89M Avg. open price: N/A Current price: $97.91 P/L: N/A N/A Q3 2022	share	8.94%	61.89M	N/A	$97.91	N/A	N/A Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 8.37% Portfolio value: 57.94M Avg. open price: N/A Current price: $75.48 P/L: N/A N/A Q3 2022	share	8.37%	57.94M	N/A	$75.48	N/A	N/A Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 7.02% Portfolio value: 48.60M Avg. open price: N/A Current price: $48.04 P/L: N/A N/A Q3 2022	share	7.02%	48.60M	N/A	$48.04	N/A	N/A Q3 2022
Invesco QQQ Trust Portfolio share: 6.47% Portfolio value: 44.74M Avg. open price: $226.42 Current price: $288.96 P/L: +27.62% Bought +7.23% shares Q3 2022	share	6.47%	44.74M	$226.42	$288.96	+27.62%	Bought +7.23% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 6.12% Portfolio value: 42.32M Avg. open price: $186.62 Current price: $229.48 P/L: +22.97% Bought +5.96% shares Q3 2022	share	6.12%	42.32M	$186.62	$229.48	+22.97%	Bought +5.96% shares Q3 2022
Industrial Select Sector SPDR Fund Portfolio share: 4.03% Portfolio value: 27.89M Avg. open price: $90.24 Current price: $101.02 P/L: +11.94% Bought +3.07% shares Q3 2022	share	4.03%	27.89M	$90.24	$101.02	+11.94%	Bought +3.07% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 3.28% Portfolio value: 22.67M Avg. open price: $303.74 Current price: $341.37 P/L: +12.39% Bought +1.44% shares Q3 2022	share	3.28%	22.67M	$303.74	$341.37	+12.39%	Bought +1.44% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 2.97% Portfolio value: 20.55M Avg. open price: $150.67 Current price: $220.67 P/L: +46.46% Sold -35.57% shares Q3 2022	share	2.97%	20.55M	$150.67	$220.67	+46.46%	Sold -35.57% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 2.80% Portfolio value: 19.37M Avg. open price: $28.66 Current price: $35.17 P/L: +22.73% Bought +2.01% shares Q3 2022	share	2.80%	19.37M	$28.66	$35.17	+22.73%	Bought +2.01% shares Q3 2022
Invesco BulletShares 2023 Corporate Bond ETF Portfolio share: 2.72% Portfolio value: 18.84M Avg. open price: N/A Current price: $20.95 P/L: N/A N/A Q3 2022	share	2.72%	18.84M	N/A	$20.95	N/A	N/A Q3 2022
INVESCO EXCH TRD SLF IDX FD Portfolio share: 2.71% Portfolio value: 18.76M Avg. open price: N/A Current price: $20.5 P/L: N/A N/A Q3 2022	share	2.71%	18.76M	N/A	$20.5	N/A	N/A Q3 2022
iShares Core S&P 500 ETF Portfolio share: 2.59% Portfolio value: 17.90M Avg. open price: $304.35 Current price: $403.2 P/L: +32.48% Sold -1.36% shares Q3 2022	share	2.59%	17.90M	$304.35	$403.2	+32.48%	Sold -1.36% shares Q3 2022
Invesco BulletShares 2025 Corporate Bond ETF Portfolio share: 2.53% Portfolio value: 17.48M Avg. open price: N/A Current price: $20.2 P/L: N/A N/A Q3 2022	share	2.53%	17.48M	N/A	$20.2	N/A	N/A Q3 2022
iShares Russell 3000 ETF Portfolio share: 2.24% Portfolio value: 15.49M Avg. open price: $168.39 Current price: $231.88 P/L: +37.70% Sold -1.71% shares Q3 2022	share	2.24%	15.49M	$168.39	$231.88	+37.70%	Sold -1.71% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 2.13% Portfolio value: 14.75M Avg. open price: $54.21 Current price: $68.88 P/L: +27.06% Bought +6.48% shares Q3 2022	share	2.13%	14.75M	$54.21	$68.88	+27.06%	Bought +6.48% shares Q3 2022
iShares iBonds Dec 2023 Term Treasury ETF Portfolio share: 2.05% Portfolio value: 14.20M Avg. open price: N/A Current price: $24.71 P/L: N/A N/A Q3 2022	share	2.05%	14.20M	N/A	$24.71	N/A	N/A Q3 2022
Schwab 5-10 Year Corporate Bond ETF Portfolio share: 1.68% Portfolio value: 11.60M Avg. open price: N/A Current price: $43.8 P/L: N/A N/A Q3 2022	share	1.68%	11.60M	N/A	$43.8	N/A	N/A Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.52% Portfolio value: 3.62M Avg. open price: N/A Current price: $97.77 P/L: N/A Sold -94.48% shares Q3 2022	share	0.52%	3.62M	N/A	$97.77	N/A	Sold -94.48% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.41% Portfolio value: 2.82M Avg. open price: $95.66 Current price: $147.21 P/L: +53.88% Bought +42.64% shares Q3 2022	share	0.41%	2.82M	$95.66	$147.21	+53.88%	Bought +42.64% shares Q3 2022
iShares Core 1-5 Year USD Bond ETF Portfolio share: 0.28% Portfolio value: 1.91M Avg. open price: $50.35 Current price: $46.62 P/L: -7.43% Sold -98.18% shares Q3 2022	share	0.28%	1.91M	$50.35	$46.62	-7.43%	Sold -98.18% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.26% Portfolio value: 1.81M Avg. open price: $197.58 Current price: $250.69 P/L: +26.88% Bought +27.61% shares Q3 2022	share	0.26%	1.81M	$197.58	$250.69	+26.88%	Bought +27.61% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.22% Portfolio value: 1.53M Avg. open price: $74.42 Current price: $80.98 P/L: +8.81% Bought +168.99% shares Q3 2022	share	0.22%	1.53M	$74.42	$80.98	+8.81%	Bought +168.99% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 0.20% Portfolio value: 1.41M Avg. open price: $203.85 Current price: $251.48 P/L: +23.37% Bought +4.60% shares Q3 2022	share	0.20%	1.41M	$203.85	$251.48	+23.37%	Bought +4.60% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.16% Portfolio value: 1.10M Avg. open price: $44.32 Current price: $42.52 P/L: -4.05% Bought +71.43% shares Q3 2022	share	0.16%	1.10M	$44.32	$42.52	-4.05%	Bought +71.43% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.14% Portfolio value: 990K Avg. open price: $374.59 Current price: $401.42 P/L: +7.16% Bought +0.47% shares Q3 2022	share	0.14%	990K	$374.59	$401.42	+7.16%	Bought +0.47% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.12% Portfolio value: 813K Avg. open price: $108.98 Current price: $98.58 P/L: -9.54% Sold -98.27% shares Q3 2022	share	0.12%	813K	$108.98	$98.58	-9.54%	Sold -98.27% shares Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 0.12% Portfolio value: 798K Avg. open price: $69.57 Current price: $59.06 P/L: -15.11% Sold -8.71% shares Q3 2022	share	0.12%	798K	$69.57	$59.06	-15.11%	Sold -8.71% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.10% Portfolio value: 697K Avg. open price: $74.72 Current price: $85.85 P/L: +14.88% Bought +13.30% shares Q3 2022	share	0.10%	697K	$74.72	$85.85	+14.88%	Bought +13.30% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.10% Portfolio value: 694K Avg. open price: $78.81 Current price: $107.66 P/L: +36.61% Bought +24.78% shares Q3 2022	share	0.10%	694K	$78.81	$107.66	+36.61%	Bought +24.78% shares Q3 2022
Diagnostics & Research Mettler-Toledo International Inc. Portfolio share: 0.09% Portfolio value: 611K Avg. open price: N/A Current price: $1,448.9 P/L: N/A N/A Q3 2022	share	0.09%	611K	N/A	$1,448.9	N/A	N/A Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.08% Portfolio value: 567K Avg. open price: $229.51 Current price: $91.58 P/L: -60.10% Bought +26.77% shares Q3 2022	share	0.08%	567K	$229.51	$91.58	-60.10%	Bought +26.77% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.08% Portfolio value: 520K Avg. open price: N/A Current price: N/A P/L: N/A Bought +42.74% shares Q3 2022	share	0.08%	520K	N/A	N/A	N/A	Bought +42.74% shares Q3 2022
Lodging Marriott International, Inc. Portfolio share: 0.07% Portfolio value: 517K Avg. open price: N/A Current price: $163.31 P/L: N/A N/A Q3 2022	share	0.07%	517K	N/A	$163.31	N/A	N/A Q3 2022
REIT—Diversified W. P. Carey Inc. Portfolio share: 0.07% Portfolio value: 516K Avg. open price: $72.43 Current price: $80.36 P/L: +10.95% Bought +102.16% shares Q3 2022	share	0.07%	516K	$72.43	$80.36	+10.95%	Bought +102.16% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.07% Portfolio value: 509K Avg. open price: $131.35 Current price: $147.4 P/L: +12.22% Bought +154.79% shares Q3 2022	share	0.07%	509K	$131.35	$147.4	+12.22%	Bought +154.79% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.07% Portfolio value: 454K Avg. open price: $156.71 Current price: $201.01 P/L: +28.27% Sold -6.57% shares Q3 2022	share	0.07%	454K	$156.71	$201.01	+28.27%	Sold -6.57% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.06% Portfolio value: 416K Avg. open price: $300.65 Current price: $268.81 P/L: -10.59% Sold -1.17% shares Q3 2022	share	0.06%	416K	$300.65	$268.81	-10.59%	Sold -1.17% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.06% Portfolio value: 415K Avg. open price: $88.82 Current price: $177.95 P/L: +100.34% N/A Q3 2022	share	0.06%	415K	$88.82	$177.95	+100.34%	N/A Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.06% Portfolio value: 407K Avg. open price: $112.66 Current price: $177.73 P/L: +57.76% Bought +3.71% shares Q3 2022	share	0.06%	407K	$112.66	$177.73	+57.76%	Bought +3.71% shares Q3 2022
Information Technology Services Telos Corporation Portfolio share: 0.06% Portfolio value: 406K Avg. open price: N/A Current price: $4.16 P/L: N/A N/A Q3 2022	share	0.06%	406K	N/A	$4.16	N/A	N/A Q3 2022
Vanguard Mega Cap Growth Index Fund Portfolio share: 0.05% Portfolio value: 368K Avg. open price: $228.48 Current price: $186.19 P/L: -18.51% Bought +1.78% shares Q3 2022	share	0.05%	368K	$228.48	$186.19	-18.51%	Bought +1.78% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.05% Portfolio value: 360K Avg. open price: $124.85 Current price: $164.05 P/L: +31.40% Bought +2.75% shares Q2 2022	share	0.05%	360K	$124.85	$164.05	+31.40%	Bought +2.75% shares Q2 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.05% Portfolio value: 350K Avg. open price: $81.53 Current price: $73 P/L: -10.46% Sold -98.24% shares Q3 2022	share	0.05%	350K	$81.53	$73	-10.46%	Sold -98.24% shares Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.05% Portfolio value: 332K Avg. open price: $288.59 Current price: $491.32 P/L: +70.25% Sold -17.16% shares Q3 2022	share	0.05%	332K	$288.59	$491.32	+70.25%	Sold -17.16% shares Q3 2022
Consumer Discretionary Select Sector SPDR Fund Portfolio share: 0.04% Portfolio value: 309K Avg. open price: $158.93 Current price: $142.66 P/L: -10.24% Bought +0.70% shares Q3 2022	share	0.04%	309K	$158.93	$142.66	-10.24%	Bought +0.70% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.04% Portfolio value: 308K Avg. open price: $137.36 Current price: $133.67 P/L: -2.69% Bought +1.49% shares Q2 2022	share	0.04%	308K	$137.36	$133.67	-2.69%	Bought +1.49% shares Q2 2022
Utilities—Regulated Electric Consolidated Edison, Inc. Portfolio share: 0.04% Portfolio value: 296K Avg. open price: $92.92 Current price: $97.22 P/L: +4.63% Bought +7.44% shares Q3 2022	share	0.04%	296K	$92.92	$97.22	+4.63%	Bought +7.44% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.04% Portfolio value: 287K Avg. open price: $83.78 Current price: $88.96 P/L: +6.18% Bought +24.35% shares Q3 2022	share	0.04%	287K	$83.78	$88.96	+6.18%	Bought +24.35% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.04% Portfolio value: 286K Avg. open price: $45.3 Current price: $50.55 P/L: +11.59% Bought +19.06% shares Q3 2022	share	0.04%	286K	$45.3	$50.55	+11.59%	Bought +19.06% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.04% Portfolio value: 286K Avg. open price: $210.72 Current price: $322.01 P/L: +52.82% Bought +11.39% shares Q3 2022	share	0.04%	286K	$210.72	$322.01	+52.82%	Bought +11.39% shares Q3 2022
First Trust NYSE Arca Biotechnology Index Fund Portfolio share: 0.04% Portfolio value: 273K Avg. open price: $157.46 Current price: $156.42 P/L: -0.67% Bought +1.82% shares Q3 2022	share	0.04%	273K	$157.46	$156.42	-0.67%	Bought +1.82% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.04% Portfolio value: 273K Avg. open price: $122.04 Current price: $183.79 P/L: +50.60% Bought +2.39% shares Q3 2022	share	0.04%	273K	$122.04	$183.79	+50.60%	Bought +2.39% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.04% Portfolio value: 272K Avg. open price: $332.86 Current price: $356.57 P/L: +7.12% Bought +1.49% shares Q3 2022	share	0.04%	272K	$332.86	$356.57	+7.12%	Bought +1.49% shares Q3 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.04% Portfolio value: 271K Avg. open price: $54.23 Current price: $52.91 P/L: -2.44% Bought +2.35% shares Q3 2022	share	0.04%	271K	$54.23	$52.91	-2.44%	Bought +2.35% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.04% Portfolio value: 270K Avg. open price: $146.22 Current price: $211.9 P/L: +44.92% N/A Q3 2022	share	0.04%	270K	$146.22	$211.9	+44.92%	N/A Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.04% Portfolio value: 268K Avg. open price: N/A Current price: $47.2 P/L: N/A N/A Q2 2020	share	0.04%	268K	N/A	$47.2	N/A	N/A Q2 2020
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.04% Portfolio value: 258K Avg. open price: $74.17 Current price: $109.88 P/L: +48.15% N/A Q3 2022	share	0.04%	258K	$74.17	$109.88	+48.15%	N/A Q3 2022
Aerospace & Defense L3Harris Technologies, Inc. Portfolio share: 0.04% Portfolio value: 253K Avg. open price: $210.04 Current price: $226.16 P/L: +7.67% Bought +8.67% shares Q3 2022	share	0.04%	253K	$210.04	$226.16	+7.67%	Bought +8.67% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.04% Portfolio value: 252K Avg. open price: $170.94 Current price: $124.78 P/L: -27.01% N/A Q3 2022	share	0.04%	252K	$170.94	$124.78	-27.01%	N/A Q3 2022
Information Technology Services CACI International Inc Portfolio share: 0.04% Portfolio value: 251K Avg. open price: N/A Current price: $313.33 P/L: N/A N/A Q4 2021	share	0.04%	251K	N/A	$313.33	N/A	N/A Q4 2021
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.04% Portfolio value: 250K Avg. open price: N/A Current price: $372.33 P/L: N/A N/A Q3 2022	share	0.04%	250K	N/A	$372.33	N/A	N/A Q3 2022
Tobacco Philip Morris International Inc. Portfolio share: 0.03% Portfolio value: 237K Avg. open price: $80.22 Current price: $103.8 P/L: +29.40% Bought +5.93% shares Q3 2022	share	0.03%	237K	$80.22	$103.8	+29.40%	Bought +5.93% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.03% Portfolio value: 231K Avg. open price: N/A Current price: $229.35 P/L: N/A N/A Q3 2022	share	0.03%	231K	N/A	$229.35	N/A	N/A Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.03% Portfolio value: 226K Avg. open price: $113.97 Current price: $131.8 P/L: +15.65% Sold -3.40% shares Q3 2022	share	0.03%	226K	$113.97	$131.8	+15.65%	Sold -3.40% shares Q3 2022
First Trust Cloud Computing ETF Portfolio share: 0.03% Portfolio value: 224K Avg. open price: $93.27 Current price: $61.25 P/L: -34.33% Bought +4.31% shares Q3 2022	share	0.03%	224K	$93.27	$61.25	-34.33%	Bought +4.31% shares Q3 2022
Information Technology Services Science Applications International Corporation Portfolio share: 0.03% Portfolio value: 222K Avg. open price: $83.97 Current price: $114.7 P/L: +36.60% N/A Q3 2022	share	0.03%	222K	$83.97	$114.7	+36.60%	N/A Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.03% Portfolio value: 221K Avg. open price: $59.93 Current price: $67.34 P/L: +12.37% N/A Q3 2022	share	0.03%	221K	$59.93	$67.34	+12.37%	N/A Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.03% Portfolio value: 217K Avg. open price: $130.9 Current price: $156.54 P/L: +19.59% N/A Q3 2022	share	0.03%	217K	$130.9	$156.54	+19.59%	N/A Q3 2022
Banks—Regional MainStreet Bancshares, Inc. Portfolio share: 0.03% Portfolio value: 212K Avg. open price: N/A Current price: $28.7 P/L: N/A N/A Q3 2022	share	0.03%	212K	N/A	$28.7	N/A	N/A Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.03% Portfolio value: 209K Avg. open price: $2,778.17 Current price: $100.24 P/L: -96.39% Sold -3.54% shares Q3 2022	share	0.03%	209K	$2,778.17	$100.24	-96.39%	Sold -3.54% shares Q3 2022
iShares 5-10 Year Investment Grade Corporate Bond ETF Portfolio share: 0.03% Portfolio value: 201K Avg. open price: $56.07 Current price: $50.26 P/L: -10.36% Sold -98.17% shares Q3 2022	share	0.03%	201K	$56.07	$50.26	-10.36%	Sold -98.17% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.03% Portfolio value: 201K Avg. open price: $177.51 Current price: $178.5 P/L: +0.56% Bought +8.84% shares Q3 2022	share	0.03%	201K	$177.51	$178.5	+0.56%	Bought +8.84% shares Q3 2022
Information Technology Services Accenture plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $293.86 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$293.86	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $590.65 Current price: $557.15 P/L: -5.67% Sold -100.00% shares Q3 2022	share	0.00%	0	$590.65	$557.15	-5.67%	Sold -100.00% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $222.36 Current price: $215.31 P/L: -3.17% Sold -100.00% shares Q3 2022	share	0.00%	0	$222.36	$215.31	-3.17%	Sold -100.00% shares Q3 2022

Showing TOP 77 CAMPBELL WEALTH MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CAMPBELL WEALTH MANAGEMENT?

The biggest position of the CAMPBELL WEALTH MANAGEMENT is Schwab U.S. Large-Cap ETF (SCHX) with 26.72% portfolio share worth of 184.9M US dollars.

Top 5 CAMPBELL WEALTH MANAGEMENT's holdings represent 57.53% of the portfolio:

Schwab U.S. Large-Cap ETF (SCHX) – 26.72%
iShares 7-10 Year Treasury Bond ETF (IEF) – 8.94%
Vanguard Short-Term Bond Index Fund (BSV) – 8.37%
Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) – 7.02%
Invesco QQQ Trust (QQQ) – 6.47%

Who is the portfolio manager of CAMPBELL WEALTH MANAGEMENT?

The portfolio manager of the CAMPBELL WEALTH MANAGEMENT is .

What is the total asset value of the CAMPBELL WEALTH MANAGEMENT portfolio?

CAMPBELL WEALTH MANAGEMENT total asset value (portfolio value) is 692M US dollars.

Who is ?

is the portfolio manager of the CAMPBELL WEALTH MANAGEMENT.

What is (CAMPBELL WEALTH MANAGEMENT) fund performance?

CAMPBELL WEALTH MANAGEMENT's quarterly performance is -5.30%, annualy -288.80%. In the past 3 years, the value of 's portfolio has decreased by -65%.

What is the CAMPBELL WEALTH MANAGEMENT CIK?

CAMPBELL WEALTH MANAGEMENT's Central Index Key is 0001736648 .