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| Name: |
Ashford Advisors LLC |
| City: |
PITTSFORD |
| State: |
NY |
| Zip: |
14534 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Unchanged 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 |
|
ESGV |
Vanguard Esg Us Stock Etf |
7 |
- |
$0.00 |
$3,532,000 |
37,901 |
0.89% |
308,000 |
0 |
0.101 |
N/A |
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DIA |
Diamonds Trust |
9 |
- |
$389.14 |
$1,591,000 |
4,000 |
0.4% |
84,000 |
0 |
0.005 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
11 |
- |
$504.28 |
$746,000 |
1,552 |
0.19% |
68,000 |
0 |
0 |
Closed - End Fund - E... |
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IWV |
iShares Tr Russell 3000 Indx |
12 |
- |
$309.84 |
$610,000 |
2,033 |
0.15% |
53,000 |
0 |
0.004 |
Closed - End Fund - E... |
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EMXC |
Ishares Msci Emerging Marke... |
13 |
- |
$0.00 |
$539,000 |
9,358 |
0.14% |
20,000 |
0 |
0.001 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
15 |
- |
$58.46 |
$76,000 |
1,250 |
0.02% |
-270,000 |
0 |
0.001 |
Closed - End Fund - E... |
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