34. Trilogy Capital

Rank: 34
Location: Irvine, CA
Total Assets: $1,668,533,888
ETF Assets: $1,198,475,904

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
    1. SPAB: $88,504,409
    2. SPDW: $67,367,177
    3. SPEM: $41,145,078
    4. MTUM: $40,439,508
    5. QUAL: $40,423,172
  • Top 5 ETF Sectors
    1. Total Bond Market
    2. Foreign Large Cap Equities
    3. Emerging Markets Equities
    4. Large Cap Growth Equities
    5. Large Cap Blend Equities
  • Top 5 ETF Issuers
    1. State Street SPDR
    2. iShares
    3. Vanguard
    4. Invesco
    5. 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.

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