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  Name: APCM Wealth Management for Individuals
  City: ANCHORAGE
  State: AK
  Zip: 99517
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $661,741,000
  Total Value Change : $61,180,000
  Securities Held Change : 3
   
All Securities Held : 126
  New Positions : 15
  Closed Positions : 16
  Increased Positions : 38
  Unchanged Positions : 38
  Decreased Positions : 35

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 17 New $62.65 $9,924,000 164,248 1.5% 9,924,000 164,248 0.16    Closed - End Fund - Debt
   (DBE)1 Year Chart         DBE Invesco DB Energy 22 New $19.81 $6,385,000 308,133 0.96% 6,385,000 308,133 3.424    Closed - End Fund - Debt
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 48 New $60.08 $422,000 6,500 0.06% 422,000 6,500 0.001    Independent Oil & Gas
   (AVGO)1 Year Chart         AVGO Broadcom Limited 53 New $1,401.27 $321,000 242 0.05% 321,000 242 0    Semiconductor- Broad...
   (BAC)1 Year Chart         BAC Bank of America Corp 61 New $39.70 $242,000 6,387 0.04% 242,000 6,387 0    Domestic Money Center...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 65 New $1,209.98 $202,000 224 0.03% 202,000 224 0    Semiconductor - Speci...
   (BSJP)1 Year Chart         BSJP Invesco Bulletshares 2025 H... 70 New $23.01 $173,000 7,543 0.03% 173,000 7,543 0.008    N/A
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 89 New $0.00 $38,000 1,887 0.01% 38,000 1,887 0.002    N/A
   (BSCT)1 Year Chart         BSCT Invesco Bulletshares 2029 C... 90 New $0.00 $36,000 1,971 0.01% 36,000 1,971 0.009    N/A
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 114 New $0.00 $0 3 0% 0 3 0    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 119 New $79.96 $0 2 0% 0 2 0    Closed - End Fund - E...
   (MCHI)1 Year Chart         MCHI Ishares Msci China Index Fund 118 New $44.57 $0 3 0% 0 3 0    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 116 New $0.00 $0 3 0% 0 3 0    Closed - End Fund - E...
   (EWU)1 Year Chart         EWU iShares United Kingdom Index 121 New $36.40 $0 5 0% 0 5 0    Closed - End Fund - E...
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 120 New $71.40 $0 3 0% 0 3 0    Closed - End Fund - Debt
      15 Records Found
  1    
Page 1 of 1
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