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| Name: |
DELAP WEALTH ADVISORY LLC |
| City: |
LAKE OSWEGO |
| State: |
OR |
| Zip: |
97035 |
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data |
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| Holdings
Found :
13 |
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Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
VB |
Vanguard Small Cap VIPERS |
274 |
Closed |
$219.80 |
$0 |
0 |
0% |
-209,000 |
-978 |
0 |
Closed - End Fund - E... |
|
|
IEFA |
Ishares Core Msci Eafe |
267 |
Closed |
$0.00 |
$0 |
0 |
0% |
-204,000 |
-2,894 |
0 |
N/A |
|
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VNQ |
Vanguard REIT Index VIPERs |
273 |
Closed |
$83.75 |
$0 |
0 |
0% |
-277,000 |
-3,140 |
0 |
Closed - End Fund - E... |
|
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REET |
Ishares Global Reit |
266 |
Closed |
$23.27 |
$0 |
0 |
0% |
-269,000 |
-11,112 |
0 |
N/A |
|
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EFA |
iShares TR MSCI EAFE Indx FD |
272 |
Closed |
$82.16 |
$0 |
0 |
0% |
-244,000 |
-3,242 |
0 |
Closed - End Fund - E... |
|
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PSA |
Public Storage Inc |
265 |
Closed |
$276.14 |
$0 |
0 |
0% |
-230,000 |
-754 |
0 |
REIT - Industrial |
|
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SPG |
Simon Property Group Inc |
271 |
Closed |
$153.78 |
$0 |
0 |
0% |
-204,000 |
-1,433 |
0 |
REIT - Retail |
|
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VIG |
Vanguard Dividend Appreciat... |
264 |
Closed |
$181.51 |
$0 |
0 |
0% |
-342,000 |
-2,008 |
0 |
Closed - End Fund - Debt |
|
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VYM |
Vanguard High Dividend Yiel... |
270 |
Closed |
$119.08 |
$0 |
0 |
0% |
-211,000 |
-1,890 |
0 |
Closed - End Fund - Debt |
|
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KMI |
Kinder Morgan Inc |
263 |
Closed |
$19.81 |
$0 |
0 |
0% |
-237,000 |
-13,458 |
0 |
Gas Utilities |
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VYMI |
Vanguard International High... |
269 |
Closed |
$0.00 |
$0 |
0 |
0% |
-246,000 |
-3,702 |
0 |
N/A |
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HLNE |
Hamilton Lane Inc |
262 |
Closed |
$121.00 |
$0 |
0 |
0% |
-826,000 |
-7,282 |
0 |
N/A |
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
268 |
Closed |
$24.44 |
$0 |
0 |
0% |
-399,000 |
-15,892 |
0 |
N/A |
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