73. Bogart Wealth

Rank: 73
Location: Mclean, VA
Total Assets: $1,925,112,960
ETF Assets: $756,222,336
Website: www.bogartwealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 335
Total Value of All ETF Holdings: $756,222,336
Number of Issuers: 48
Number of Sectors: 53
  • Top 5 ETF Holdings
    1. VOO: $85,735,355
    2. BND: $77,891,712
    3. VXUS: $59,797,049
    4. FLQL: $48,020,639
    5. SCHD: $47,109,787
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Total Bond Market
    3. Foreign Large Cap Equities
    4. Large Cap Blend Equities
    5. Mid Cap Value Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. Franklin Templeton Investments
    3. Schwab
    4. First Trust
    5. iShares

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.bogartwealth.com 2023 Top 100 ETF Power Users