Deleted
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AVMA
Jul 2, 2023 22:34:58 GMT
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Post by Deleted on Jul 2, 2023 22:34:58 GMT
AVMA is a new active moderate allocation ETF from Avantis. It should have moderate equity size and value tilts plus lower duration bonds compared to the average balanced fund. www.avantisinvestors.com/avantis-investments/avantis-moderate-allocation-etf/I see it's available at Fidelity, not sure about any other brokerage. AVGE is one of my larger holdings. Unfortunately, it's trailed both VT and the comparable DFA fund: DGEIX, since inception.
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AVMA
Jul 3, 2023 1:44:21 GMT
Post by steadyeddy on Jul 3, 2023 1:44:21 GMT
AVMA is a new active moderate allocation ETF from Avantis. It should have moderate equity size and value tilts plus lower duration bonds compared to the average balanced fund. www.avantisinvestors.com/avantis-investments/avantis-moderate-allocation-etf/I see it's available at Fidelity, not sure about any other brokerage. AVGE is one of my larger holdings. Unfortunately, it's trailed both VT and the comparable DFA fund: DGEIX, since inception. Are ETF wrappers supposed to be more tax efficient?
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Deleted
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AVMA
Jul 3, 2023 3:06:28 GMT
via mobile
Post by Deleted on Jul 3, 2023 3:06:28 GMT
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