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| Name: |
Stonebridge Financial Planning Group LLC |
| City: |
ORLANDO |
| State: |
FL |
| Zip: |
32801 |
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data |
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| Holdings
Found :
8 |
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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 |
|
VCIT |
Vanguard Intermediate-Term |
45 |
New |
$79.67 |
$1,182,000 |
14,677 |
0.63% |
1,182,000 |
14,677 |
0.002 |
Closed - End Fund - Debt |
|
|
ITB |
iShares Dow Jones U.S. Home... |
68 |
New |
$0.00 |
$792,000 |
6,837 |
0.42% |
792,000 |
6,837 |
0.017 |
Closed - End Fund - E... |
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AIQ |
Alliance Healthcare Services |
71 |
New |
$34.36 |
$776,000 |
22,845 |
0.41% |
776,000 |
22,845 |
0.135 |
Medical Laboratories ... |
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EMXC |
Ishares Msci Emerging Marke... |
127 |
New |
$0.00 |
$309,000 |
5,375 |
0.16% |
309,000 |
5,375 |
0.001 |
N/A |
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VGIT |
Vanguard Intermediate -Ter |
129 |
New |
$57.89 |
$300,000 |
5,130 |
0.16% |
300,000 |
5,130 |
0.001 |
Closed - End Fund - Debt |
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PAVE |
Global X Us Infrastructure ... |
140 |
New |
$0.00 |
$244,000 |
6,120 |
0.13% |
244,000 |
6,120 |
0.005 |
N/A |
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CLOI |
Vaneck Clo Etf |
143 |
New |
$0.00 |
$233,000 |
4,420 |
0.12% |
233,000 |
4,420 |
0.049 |
N/A |
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TECB |
Ishares Us Tech Breakthroug... |
150 |
New |
$0.00 |
$207,000 |
4,330 |
0.11% |
207,000 |
4,330 |
0.005 |
N/A |
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