Portfolio by @liam
Passive factor tilted 24% foreign 76% US for the American investor.
Passive factor tilted 24% foreign 76% US for the American investor.
Jun 24Since Jun 24 · tracked?
+3.6%+3.56%1D
+0.7%+0.67%1M
+2.9%+2.93%YTD
+3.6%+3.56%P/E
···
Holdings
8
Top-3
76% · of portfolio
Beta?
0.98 · vs S&P
Avg cap
$58B · Large cap
Avg hold?
8 positions
Reconstructing the story…
45d · value-weighted
Turnover
3% · sells, 12-mo
| Price1D Δ↕ |
|---|
| Return↕ |
|---|
| Weight▼ |
|---|
VTITOTAL STOCK MKT ETF TOTAL STOCK MKT ETF | $381.78 | 45d | 33.0% | $381.78+0.71% | +4.1% | 33.2% | +4.1% |
AVUSU.S. Equity ETF U.S. Equity ETF | $131.18 | 45d | 33.1% | $131.18+0.43% | +3.0% | 32.9% | +3.0% |
AVUVU.S. Small Cap Value ETF U.S. Small Cap Value ETF | $126.88 | 45d | 9.9% | $126.88+0.36% | +2.3% | 9.7% | +2.3% |
VEAFTSE DEVELOPED MARKETS ETF FTSE DEVELOPED MARKETS ETF | $72.89 | 45d | 7.0% | $72.89+1.07% | +2.9% | 7.0% | +2.9% |
AVDVInternational Small Cap Value ETF International Small Cap Value ETF | $109.63 | 45d | 6.0% | $109.63+1.34% | +4.7% | 6.0% | +4.7% |
AVESEmerging Markets Value ETF Emerging Markets Value ETF | $65.49 | 44d | 4.1% | $65.49+0.91% | +0.7% | 3.9% | +0.7% |
FLCHFranklin FTSE China ETF Franklin FTSE China ETF | $22.38 | 45d | 3.5% | $22.38+0.95% | +8.6% | 3.6% | +8.6% |
VWOFTSE Emerging Markets ETF FTSE Emerging Markets ETF | $60.47 | 45d | 3.5% | $60.47+0.85% | +1.6% | 3.4% | +1.6% |
No equity holdings to track events for.
Multiples per holding · long equity
No long equity holdings to value — options, crypto and shorts are excluded from multiples.
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P/E
—
The whole story, tracked — flags mark what actually happened
Jun 2026 → now · +3.6% · 1 of 2 months up.
