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  Name: Henrickson Nauta Wealth Advisors Inc.
  City: BELMONT
  State: MI
  Zip: 49306
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $226,651,000
  Total Value Change : $22,762,000
  Securities Held Change : -1
   
All Securities Held : 72
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 24
  Unchanged Positions : 12
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed 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
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 77 Closed $43.38 $0 0 0% -285,000 -6,944 0    Closed - End Fund - E...
   (GVI)1 Year Chart         GVI iShares Barclays Interm Gov... 76 Closed $0.00 $0 0 0% -275,000 -2,627 0    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 75 Closed $176.11 $0 0 0% -214,000 -1,297 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 74 Closed $53.19 $0 0 0% -290,000 -5,731 0    N/A
   (BLV)1 Year Chart         BLV Vanguard Long-Term Bond ETF 73 Closed $71.48 $0 0 0% -254,000 -3,412 0    Closed - End Fund - Debt
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 78 Closed $36.38 $0 0 0% -328,000 -9,501 0    Domestic Regional Banks

      6 Records Found
  1    
Page 1 of 1
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