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| Name: |
Highland Financial Advisors LLC |
| City: |
WAYNE |
| State: |
NJ |
| Zip: |
07470 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
IWF |
iShares Russell 1000 Growth |
10 |
- |
$351.27 |
$9,696,000 |
28,768 |
3.88% |
974,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
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SCHG |
Schwab Strategic Trust |
18 |
- |
$97.11 |
$2,948,000 |
31,790 |
1.18% |
311,000 |
0 |
0.003 |
Closed - End Fund - Debt |
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JPM |
JP Morgan Chase & Co |
24 |
- |
$199.95 |
$1,403,000 |
7,006 |
0.56% |
211,000 |
0 |
0 |
Domestic Money Center... |
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DFAC |
Dimensional U S Core Equity... |
35 |
- |
$31.88 |
$455,000 |
14,254 |
0.18% |
38,000 |
0 |
0.002 |
N/A |
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FB |
Meta Platforms Inc |
40 |
- |
$492.96 |
$359,000 |
740 |
0.14% |
97,000 |
0 |
0 |
Internet Service Prov... |
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V |
Visa Inc |
44 |
- |
$278.67 |
$257,000 |
921 |
0.1% |
17,000 |
0 |
0 |
Business Services |
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
45 |
- |
$24.44 |
$253,000 |
10,162 |
0.1% |
-2,000 |
0 |
0.014 |
N/A |
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IBDS |
Ishares Ibonds Dec 2027 Ter... |
46 |
- |
$0.00 |
$252,000 |
10,606 |
0.1% |
-2,000 |
0 |
0.019 |
N/A |
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IBDR |
Ishares Ibonds Dec 2026 Ter... |
47 |
- |
$0.00 |
$252,000 |
10,575 |
0.1% |
-1,000 |
0 |
0 |
N/A |
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