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  Name: Foundry Financial Group Inc.
  City: LACONIA
  State: NH
  Zip: 03246
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $140,108,000
  Total Value Change : $22,140,000
  Securities Held Change : 6
   
All Securities Held : 57
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 31
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased 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
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 9 - $0.00 $6,312,000 38,404 4.51% 588,000 -498 0.002    N/A
   (IBMN)1 Year Chart         IBMN Ishares Ibonds Dec 2025 Ter... 21 - $0.00 $1,337,000 50,522 0.95% -40,000 -1,349 0.056    N/A
   (IBMO)1 Year Chart         IBMO Ishares Ibonds Dec 2026 Ter... 24 - $0.00 $1,093,000 43,133 0.78% -50,000 -1,680 0.048    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 26 - $108.05 $847,000 7,663 0.6% -345,000 -3,344 0.001    Closed - End Fund - E...
   (IBMM)1 Year Chart         IBMM Ishares Ibonds Dec 2024 Ter... 28 - $0.00 $831,000 32,025 0.59% -50,000 -1,950 0.047    N/A
   (IBMP)1 Year Chart         IBMP Ishares Ibonds Dec 2027 Ter... 30 - $0.00 $746,000 29,633 0.53% -50,000 -1,685 0.033    N/A
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 32 - $45.80 $705,000 15,868 0.5% -159,000 -5,939 0.176    N/A
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 38 - $21.06 $330,000 15,717 0.24% -5,000 -300 0.003    N/A
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 41 - $6.32 $270,000 45,528 0.19% -22,000 -6,033 0.051    N/A
   (BSMP)1 Year Chart         BSMP Invesco Bulletshares 2025 M... 43 - $0.00 $265,000 10,900 0.19% -159,000 -6,378 0.121    N/A
   (BSMO)1 Year Chart         BSMO Invesco Bulletshares 2024 M... 46 - $24.80 $243,000 9,790 0.17% -158,000 -6,307 0.109    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor 49 - $0.00 $207,000 1,914 0.15% -102,000 -1,136 0    N/A
      12 Records Found
  1    
Page 1 of 1
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