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Name: |
Financial Designs Corp |
City: |
CLAREMONT |
State: |
CA |
Zip: |
91711-1612 |
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Holdings
Found :
8 |
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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 |
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DIVO |
Amplify Yieldshares Cwp Div... |
5 |
- |
$0.00 |
$11,756,000 |
302,376 |
7.75% |
737,000 |
893 |
0.336 |
N/A |
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IXUS |
Ishares Core Msci Total Int... |
6 |
- |
$67.08 |
$10,730,000 |
158,113 |
7.07% |
469,000 |
76 |
0.004 |
N/A |
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BALT |
Innovator Defined Wealth Sh... |
10 |
- |
$0.00 |
$5,646,000 |
192,976 |
3.72% |
246,000 |
3,962 |
0.214 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
12 |
- |
$76.79 |
$3,378,000 |
41,890 |
2.23% |
3,378,000 |
41,890 |
0.014 |
N/A |
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SCHB |
Schwab Strategic Trust |
13 |
- |
$62.64 |
$2,872,000 |
47,051 |
1.89% |
2,872,000 |
47,051 |
0.024 |
Closed - End Fund - Debt |
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SCHZ |
Schwab Us Aggregate Bond |
15 |
- |
$45.97 |
$2,395,000 |
52,059 |
1.58% |
2,395,000 |
52,059 |
0.035 |
N/A |
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SLV |
iShares Silver Trust ETF |
17 |
- |
$27.01 |
$256,000 |
11,265 |
0.17% |
256,000 |
11,265 |
0.002 |
Closed - End Fund - E... |
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SGOL |
Aberdeen Standard Physical ... |
18 |
- |
$22.28 |
$234,000 |
11,035 |
0.15% |
234,000 |
11,035 |
0.007 |
Closed - End Fund - Debt |
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