About Wall Capital Group, Inc. and it’s 13F Hedge Fund Stock Holdings
Wall Capital Group, Inc. is a hedge fund based in PHOENIX, AZ. On 21-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $630.2 Millions. In it's latest 13F Holdings report, Wall Capital Group, Inc. reported an equity portfolio of $88.2 Millions as of 31 Dec, 2023.
The top stock holdings of Wall Capital Group, Inc. are BIL, BIL, XLB. The fund has invested 11.5% of it's portfolio in SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF and 11.3% of portfolio in SPDR S&P 600 SM-CAP ETF.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in ISHARES CORE U.S. AGGREGATE BOND ETF (AGG), ISHARES MSCI USA QUALITY FACTOR ETF (IBCE) and SCHWAB INTERNATIONAL EQUITY ETF (FNDA). Wall Capital Group, Inc. opened new stock positions in VANGUARD REAL ESTATE ETF (VOO), ISHARES RUSSELL 3000 ETF (AGG) and FRANKLIN LTD DURATION INCOME T COM. The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P 600 SM-CAP ETF (BIL), TECHNOLOGY SELECT SECTOR SPDR FUND (XLB) and ISHARES 0-3 MONTH TREASURY BOND ETF (DMXF).