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  Name: Commonwealth Retirement Investments LLC
  City: RICHMOND
  State: VA
  Zip: 23235
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $209,443,000
  Total Value Change : $20,692,000
  Securities Held Change : -3
   
All Securities Held : 80
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 49
  Unchanged Positions : 5
  Decreased Positions : 19

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Holdings Found : 7     View All Holdings Currently Viewing:  New 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
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 31 New $47.28 $1,996,000 44,954 0.95% 1,996,000 44,954 0.499    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 46 New $181.98 $1,379,000 7,383 0.66% 1,379,000 7,383 0.005    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 64 New $0.00 $583,000 16,717 0.28% 583,000 16,717 0.002    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 69 New $36.64 $445,000 11,000 0.21% 445,000 11,000 0.122    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc 76 New $527.31 $216,000 417 0.1% 216,000 417 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 78 New $200.75 $210,000 1,000 0.1% 210,000 1,000 0    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 79 New $174.37 $209,000 1,166 0.1% 209,000 1,166 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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