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  Name: Fullen Financial Group
  City: COLUMBUS
  State: OH
  Zip: 43214
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-03-31
  Total Value : $185,495,000
  Total Value Change : $9,364,000
  Securities Held Change : 0
   
All Securities Held : 59
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 42
  Unchanged Positions : 3
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased 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
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 6 - $51.02 $11,206,000 220,984 6.04% -417,000 -8,441 0.027    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 12 - $36.21 $4,170,000 126,635 2.25% 4,000 -1,910 0.014    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 15 - $49.17 $3,288,000 79,368 1.77% -25,000 -273 0.003    Closed - End Fund - E...
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 16 - $29.48 $3,164,000 108,334 1.71% -17,000 -900 0.036    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 20 - $351.27 $2,247,000 9,104 1.21% 107,000 -118 0.003    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 21 - $175.47 $2,072,000 13,400 1.12% -92,000 -171 0.004    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 25 - $81.27 $1,219,000 16,562 0.66% 16,000 -252 0.002    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 29 - $71.72 $1,095,000 14,775 0.59% -30,000 -389 0.002    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 31 - $26.20 $965,000 39,646 0.52% -57,000 -183 0.015    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 35 - $199.95 $856,000 6,195 0.46% -126,000 -819 0    Domestic Money Center...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 37 - $55.88 $708,000 14,045 0.38% 5,000 -4 0.047    Closed - End Fund - Debt
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 39 - $80.89 $634,000 9,118 0.34% -45,000 -176 0.003    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 48 - $536.73 $392,000 937 0.21% 0 -24 0    Closed - End Fund - E...
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 59 - $0.00 $208,000 4,229 0.11% -50,000 -1,003 0.005    N/A
      14 Records Found
  1    
Page 1 of 1
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