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| Name: |
44 WEALTH MANAGEMENT LLC |
| City: |
EUGENE |
| State: |
OR |
| Zip: |
97401 |
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data |
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| Holdings
Found :
6 |
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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 |
|
BRK.A |
Berkshire Hathaway Inc |
71 |
- |
$618,000.00 |
$1,036,000 |
2 |
0.35% |
105,000 |
0 |
0 |
Property & Casualty I... |
|
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RMD |
ResMed Inc |
98 |
- |
$213.24 |
$590,000 |
2,700 |
0.2% |
-1,000 |
0 |
0.002 |
Medical Appliances & ... |
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MDLZ |
Mondelez International Inc |
103 |
- |
$67.98 |
$544,000 |
7,454 |
0.19% |
24,000 |
0 |
0 |
Food - Major Diversified |
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SCHX |
Schwab Strategic Trust |
114 |
- |
$63.22 |
$432,000 |
8,246 |
0.15% |
33,000 |
0 |
0 |
Closed - End Fund - Debt |
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DUK |
Duke Energy Corp |
139 |
- |
$103.20 |
$284,000 |
3,167 |
0.1% |
-22,000 |
0 |
0 |
Electric Utilities |
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BSV |
Vanguard Short-Term Bond |
161 |
- |
$76.56 |
$220,000 |
2,910 |
0.08% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
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