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| Name: |
COLTON GROOME FINANCIAL ADVISORS LLC |
| City: |
ASHEVILLE |
| State: |
NC |
| Zip: |
28803 |
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data |
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| Holdings
Found :
9 |
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Unchanged Positions |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
49 |
- |
$31.96 |
$794,000 |
24,838 |
0.32% |
68,000 |
0 |
0.003 |
N/A |
|
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BRK.A |
Berkshire Hathaway Inc |
58 |
- |
$625,100.00 |
$634,000 |
1 |
0.25% |
91,000 |
0 |
0 |
Property & Casualty I... |
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SYY |
SYSCO Corp |
80 |
- |
$72.73 |
$373,000 |
4,598 |
0.15% |
37,000 |
0 |
0.001 |
Food Wholesale |
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DFAX |
Dimensional Funds plc - Wor... |
84 |
- |
$26.06 |
$349,000 |
13,727 |
0.14% |
14,000 |
0 |
0.002 |
N/A |
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CLH |
Clean Harbors Inc |
93 |
- |
$214.90 |
$284,000 |
1,410 |
0.11% |
38,000 |
0 |
0.003 |
Waste Management |
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KO |
Coca-Cola Co |
94 |
- |
$63.00 |
$282,000 |
4,613 |
0.11% |
10,000 |
0 |
0 |
Beverage Soft Drinks... |
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ITOT |
iShares Core S&P Total US |
96 |
- |
$116.35 |
$277,000 |
2,404 |
0.11% |
24,000 |
0 |
0.001 |
Closed - End Fund - E... |
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AXP |
American Express Co |
102 |
- |
$240.09 |
$247,000 |
1,086 |
0.1% |
44,000 |
0 |
0 |
Credit Services |
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TFI |
Spdr Brcly Cap Muni Bond |
113 |
- |
$45.55 |
$211,000 |
4,550 |
0.08% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
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