| |
|
|
| Name: |
VANCE WEALTH INC. |
| City: |
SANTA CLARITA |
| State: |
CA |
| Zip: |
91350 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EQIX |
Equinix Inc |
46 |
New |
$792.24 |
$621,000 |
753 |
0.25% |
621,000 |
753 |
0.001 |
Telecom Services - Do... |
|
|
BITB |
Bitwise Bitcoin ETF |
63 |
New |
$37.75 |
$381,000 |
9,830 |
0.15% |
381,000 |
9,830 |
0.109 |
N/A |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
73 |
New |
$25.07 |
$305,000 |
12,186 |
0.12% |
305,000 |
12,186 |
0.003 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
80 |
New |
$44.53 |
$253,000 |
6,048 |
0.1% |
253,000 |
6,048 |
0 |
Closed - End Fund - E... |
|
|
DFIV |
Dimensional International V... |
84 |
New |
$37.97 |
$235,000 |
6,384 |
0.09% |
235,000 |
6,384 |
0.001 |
N/A |
|
|
HD |
Home Depot Inc |
85 |
New |
$336.15 |
$224,000 |
585 |
0.09% |
224,000 |
585 |
0 |
Home Improvement Stores |
|
|
VIG |
Vanguard Dividend Appreciat... |
86 |
New |
$183.72 |
$209,000 |
1,144 |
0.08% |
209,000 |
1,144 |
0 |
Closed - End Fund - Debt |
|
|
VXF |
Vanguard Extended Market VI... |
87 |
New |
$173.41 |
$208,000 |
1,189 |
0.08% |
208,000 |
1,189 |
0.001 |
Closed - End Fund - E... |
|
|
CMCSA |
Comcast Corp |
88 |
New |
$39.21 |
$207,000 |
4,781 |
0.08% |
207,000 |
4,781 |
0 |
CATV Systems |
|
|
MDYV |
streetTRACKS Series Trust -... |
89 |
New |
$75.37 |
$202,000 |
2,653 |
0.08% |
202,000 |
2,653 |
0.001 |
Closed - End Fund - E... |
|
|
FSCO |
Fs Global Credit Opportunit... |
92 |
New |
$6.35 |
$126,000 |
21,195 |
0.05% |
126,000 |
21,195 |
0.024 |
N/A |
|
