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| Name: |
White Wing Wealth Management |
| City: |
THE WODLANDS |
| State: |
TX |
| Zip: |
77380 |
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data |
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| Holdings
Found :
7 |
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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 |
|
SCHJ |
Schwab 1-5 Year Corporate B... |
7 |
New |
$0.00 |
$4,088,000 |
85,051 |
3.39% |
4,088,000 |
85,051 |
0.945 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
9 |
New |
$180.90 |
$3,088,000 |
17,013 |
2.56% |
3,088,000 |
17,013 |
0.005 |
Closed - End Fund - Debt |
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DFAT |
Dimensional U S Targeted Va... |
10 |
New |
$53.83 |
$2,582,000 |
47,852 |
2.14% |
2,582,000 |
47,852 |
0.005 |
N/A |
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ISCF |
Ishares Edge Msci Multifact... |
14 |
New |
$0.00 |
$1,541,000 |
46,860 |
1.28% |
1,541,000 |
46,860 |
0.521 |
N/A |
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DFEV |
Dfa Dimensional Emerging Ma... |
15 |
New |
$0.00 |
$1,517,000 |
58,232 |
1.26% |
1,517,000 |
58,232 |
0.065 |
N/A |
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FTSM |
First Trust Enhanced Short ... |
28 |
New |
$59.60 |
$280,000 |
4,696 |
0.23% |
280,000 |
4,696 |
0.001 |
N/A |
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AMD |
Advanced Micro Devices Inc |
30 |
New |
$166.90 |
$221,000 |
1,207 |
0.18% |
221,000 |
1,207 |
0 |
Semiconductor- Broad... |
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