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| Name: |
ELEVATE WEALTH ADVISORY INC |
| City: |
ATHENS |
| State: |
GA |
| Zip: |
30606 |
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data |
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| Holdings
Found :
28 |
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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 |
|
RTX |
RTX Corp |
37 |
- |
$101.02 |
$427,000 |
4,383 |
0.37% |
58,000 |
0 |
0 |
Conglomerates |
|
|
HD |
Home Depot Inc |
39 |
- |
$325.10 |
$385,000 |
1,003 |
0.34% |
38,000 |
0 |
0 |
Home Improvement Stores |
|
|
WY |
Weyerhaeuser Co |
48 |
- |
$30.20 |
$279,000 |
7,758 |
0.24% |
9,000 |
0 |
0.001 |
Lumber,Wood Production |
|
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VB |
Vanguard Small Cap VIPERS |
51 |
- |
$222.59 |
$250,000 |
1,095 |
0.22% |
16,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IVLU |
Ishares Edge Msci Intl Valu... |
66 |
- |
$28.95 |
$112,000 |
3,975 |
0.1% |
7,000 |
0 |
0.002 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
69 |
- |
$532.15 |
$90,000 |
171 |
0.08% |
8,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCHB |
Schwab Strategic Trust |
70 |
- |
$61.47 |
$86,000 |
1,407 |
0.07% |
8,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
76 |
- |
$51.06 |
$64,000 |
1,254 |
0.06% |
0 |
0 |
0.003 |
Closed - End Fund - E... |
|
|
FNDA |
Schwab Fundamental Us Small... |
80 |
- |
$55.86 |
$61,000 |
1,066 |
0.05% |
2,000 |
0 |
0 |
N/A |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
79 |
- |
$88.94 |
$61,000 |
680 |
0.05% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
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ISTB |
Ishares Core Short Term Us ... |
81 |
- |
$47.19 |
$60,000 |
1,256 |
0.05% |
0 |
0 |
0 |
N/A |
|
|
FNDC |
Schwab Fundamental Internat... |
82 |
- |
$35.82 |
$59,000 |
1,674 |
0.05% |
1,000 |
0 |
0.002 |
N/A |
|
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IJR |
iShares Core S&P Small-Cap |
84 |
- |
$108.82 |
$40,000 |
361 |
0.03% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
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HDV |
Ishares High Dividend Equit... |
89 |
- |
$108.98 |
$33,000 |
296 |
0.03% |
3,000 |
0 |
0.001 |
N/A |
|
|
DVY |
iShares Dow Select Div |
92 |
- |
$123.18 |
$23,000 |
189 |
0.02% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
93 |
- |
$0.00 |
$20,000 |
176 |
0.02% |
2,000 |
0 |
0 |
N/A |
|
|
VGT |
Vanguard I T VIPERS |
94 |
- |
$545.23 |
$19,000 |
36 |
0.02% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
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IQLT |
Ishares Edge Msci Intl Qual... |
95 |
- |
$0.00 |
$19,000 |
479 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
DGRO |
iShares Core Dividend Growth |
96 |
- |
$57.62 |
$18,000 |
308 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
IWV |
iShares Tr Russell 3000 Indx |
97 |
- |
$302.03 |
$17,000 |
56 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
98 |
- |
$205.83 |
$15,000 |
75 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VHT |
Vanguard Health Care Vipers |
99 |
- |
$263.51 |
$14,000 |
53 |
0.01% |
1,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
VTC |
Vanguard Total Corporate Bond |
100 |
- |
$0.00 |
$14,000 |
185 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
101 |
- |
$0.00 |
$11,000 |
60 |
0.01% |
2,000 |
0 |
0 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
102 |
- |
$79.56 |
$10,000 |
125 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - Debt |
|
|
AVES |
Avantis Emerging Markets Va... |
103 |
- |
$0.00 |
$8,000 |
165 |
0.01% |
0 |
0 |
0.001 |
N/A |
|
|
IXUS |
Ishares Core Msci Total Int... |
104 |
- |
$69.38 |
$6,000 |
90 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
106 |
- |
$0.00 |
$1,000 |
34 |
0% |
0 |
0 |
0 |
N/A |
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