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| Name: |
Strategic Equity Management |
| City: |
TUCSON |
| State: |
AZ |
| Zip: |
85715 |
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data |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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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 |
|
SCHX |
Schwab Strategic Trust |
1 |
- |
$62.80 |
$21,148,000 |
340,765 |
17.67% |
5,839,000 |
69,322 |
0.012 |
Closed - End Fund - Debt |
|
|
SPY |
Standard & Poors Depository... |
2 |
- |
$529.83 |
$19,644,000 |
37,555 |
16.41% |
4,028,000 |
4,701 |
0 |
Closed - End Fund - E... |
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BIBL |
Inspire 100 Etf |
5 |
- |
$38.40 |
$8,194,000 |
210,597 |
6.85% |
2,592,000 |
50,089 |
0.507 |
N/A |
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IWV |
iShares Tr Russell 3000 Indx |
6 |
- |
$302.56 |
$7,351,000 |
24,496 |
6.14% |
3,338,000 |
9,836 |
0.05 |
Closed - End Fund - E... |
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IVW |
ishares tr S&P 500 BARRA GR |
7 |
- |
$86.90 |
$6,156,000 |
72,904 |
5.14% |
749,000 |
904 |
0.014 |
Closed - End Fund - E... |
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TPHD |
Timothy Plan High Dividend ... |
8 |
- |
$0.00 |
$4,397,000 |
121,569 |
3.67% |
1,629,000 |
37,995 |
2.587 |
N/A |
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VV |
Vanguard Large Cap VIPERS |
9 |
- |
$243.17 |
$4,362,000 |
18,195 |
3.64% |
4,084,000 |
16,922 |
0.014 |
Closed - End Fund - E... |
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ITOT |
iShares Core S&P Total US |
10 |
- |
$116.35 |
$4,187,000 |
36,310 |
3.5% |
679,000 |
2,978 |
0.01 |
Closed - End Fund - E... |
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CAT |
Caterpillar Inc |
22 |
- |
$355.94 |
$551,000 |
1,504 |
0.46% |
108,000 |
6 |
0 |
Farm & Construction M... |
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HBAN |
Huntington Bancshares Inc |
27 |
- |
$13.92 |
$368,000 |
26,352 |
0.31% |
46,000 |
1,014 |
0.002 |
Domestic Regional Banks |
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AAPL |
Apple Inc |
31 |
- |
$190.90 |
$258,000 |
1,506 |
0.22% |
36,000 |
352 |
0 |
Personal Computers |
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