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| Name: |
Dempze Nancy E |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02109 |
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data |
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| Holdings
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11 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VDIGX |
Vanguard Dividend Growth |
22 |
- |
$0.00 |
$3,016,000 |
77,298 |
2.3% |
140,000 |
0 |
0.859 |
N/A |
|
|
VGST.X |
Vanguard STAR Funds Inc |
28 |
- |
$0.00 |
$1,585,000 |
56,436 |
1.21% |
70,000 |
0 |
6.271 |
Closed - End Fund - Debt |
|
|
OAKI.X |
Harris Associates Investmen... |
31 |
- |
$0.00 |
$1,177,000 |
43,790 |
0.9% |
1,000 |
0 |
0.049 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
32 |
- |
$181.31 |
$1,138,000 |
6,231 |
0.87% |
76,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
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BRK.B |
Berkshire Hathaway B |
36 |
- |
$413.72 |
$757,000 |
1,801 |
0.58% |
115,000 |
0 |
0 |
Property & Casualty I... |
|
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IWV |
iShares Tr Russell 3000 Indx |
39 |
- |
$303.23 |
$631,000 |
2,102 |
0.48% |
56,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
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VTSAX |
Vanguard Total Stock Market... |
42 |
- |
$0.00 |
$440,000 |
3,479 |
0.34% |
37,000 |
0 |
0.039 |
N/A |
|
|
VSMAX |
Vanguard Small-Cap Index Adm |
44 |
- |
$0.00 |
$374,000 |
3,418 |
0.28% |
21,000 |
0 |
0 |
N/A |
|
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XOM |
Exxon Mobil Corp |
49 |
- |
$112.75 |
$282,000 |
2,425 |
0.21% |
40,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
MMC |
Marsh & McLennan Companies Inc |
51 |
- |
$209.99 |
$257,000 |
1,250 |
0.2% |
20,000 |
0 |
0 |
Insurance Brokers |
|
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V |
Visa Inc |
52 |
- |
$278.67 |
$255,000 |
914 |
0.19% |
17,000 |
0 |
0 |
Business Services |
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