Conrad Siegel Investment Advisors, Inc.

Portfolio Overview

Conrad Siegel Investment Advisors, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 106.1% quarter-over-quarter, rising from $255.87M to $527.25M. The portfolio consists of 59 holdings, reflecting a strategy that prioritizes broad diversification through fund allocation rather than concentrated single-stock picking. The portfolio is heavily weighted toward Exchange Traded Funds (ETFs)...