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| Name: |
Strategic Equity Management |
| City: |
TUCSON |
| State: |
AZ |
| Zip: |
85715 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Decreased 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 |
|
IWL |
iShares Trust |
3 |
- |
$129.22 |
$9,060,000 |
71,269 |
7.57% |
325,000 |
-4,625 |
0.676 |
Closed - End Fund - Debt |
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IWP |
iShares Tr Russell MidCap Gr |
13 |
- |
$111.44 |
$3,764,000 |
32,974 |
3.14% |
-1,260,000 |
-15,117 |
0.004 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
14 |
- |
$532.53 |
$2,634,000 |
5,011 |
2.2% |
-1,409,000 |
-3,453 |
0 |
Closed - End Fund - E... |
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MGC |
Vanguard Mega Cap 300 Index... |
16 |
- |
$185.36 |
$1,436,000 |
7,687 |
1.2% |
82,000 |
-311 |
0.031 |
Closed - End Fund - E... |
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IWY |
iShares Trust |
19 |
- |
$200.71 |
$963,000 |
4,937 |
0.8% |
-2,000 |
-571 |
0.005 |
N/A |
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PG |
Procter & Gamble Co |
20 |
- |
$167.81 |
$842,000 |
5,190 |
0.7% |
73,000 |
-59 |
0 |
Cleaning Products |
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SCHB |
Schwab Strategic Trust |
26 |
- |
$61.61 |
$405,000 |
6,641 |
0.34% |
26,000 |
-168 |
0.003 |
Closed - End Fund - Debt |
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IUSB |
Ishares Core Total Usd Bond... |
30 |
- |
$0.00 |
$260,000 |
5,698 |
0.22% |
-976,000 |
-21,135 |
0 |
N/A |
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