Rank: 34
Location: Irvine, CA
Total Assets: $1,668,533,888
ETF Assets: $1,198,475,904
Website: www.trilogyfs.com
Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22
All ETF Holdings
Number of ETFs: 150
Total Value of All ETF Holdings: $1,198,475,904
Number of Issuers: 21
Number of Sectors: 34
- Top 5 ETF Holdings
- SPAB: $88,504,409
- SPDW: $67,367,177
- SPEM: $41,145,078
- MTUM: $40,439,508
- QUAL: $40,423,172
- Top 5 ETF Sectors
- Total Bond Market
- Foreign Large Cap Equities
- Emerging Markets Equities
- Large Cap Growth Equities
- Large Cap Blend Equities
- Top 5 ETF Issuers
- State Street SPDR
- iShares
- Vanguard
- Invesco
- Hartford
Top 20 ETF Holdings
ETF Ownership - By Year
ETF Ownership - By Quarter
For details on how firms qualified for this list, please see our METHODOLOGY.