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| Name: |
Paul Damon & Associates Inc. |
| City: |
Grand Rapids |
| State: |
MI |
| Zip: |
49503 |
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data |
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| Holdings
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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 |
|
SCMB |
Schwab Municipal Bond Etf |
51 |
New |
$0.00 |
$313,000 |
6,023 |
0.22% |
313,000 |
6,023 |
0.273 |
N/A |
|
|
DFNM |
Dfa Dimensional National Mu... |
52 |
New |
$0.00 |
$312,000 |
6,479 |
0.22% |
312,000 |
6,479 |
0.04 |
N/A |
|
|
AVGO |
Broadcom Limited |
62 |
New |
$1,401.27 |
$241,000 |
182 |
0.17% |
241,000 |
182 |
0 |
Semiconductor- Broad... |
|
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CAT |
Caterpillar Inc |
69 |
New |
$328.29 |
$206,000 |
561 |
0.14% |
206,000 |
561 |
0 |
Farm & Construction M... |
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