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| Name: |
Evernest Financial Advisors LLC |
| City: |
CARMEL |
| State: |
IN |
| Zip: |
46032 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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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 |
|
VTWO |
Vanguard Russell 2000 Etf |
32 |
New |
$81.43 |
$1,384,000 |
17,728 |
0.66% |
1,384,000 |
17,728 |
0.026 |
N/A |
|
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IWM |
iShares Tr Russell 2000 Indx |
59 |
New |
$200.75 |
$781,000 |
4,046 |
0.37% |
781,000 |
4,046 |
0 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
106 |
New |
$49.56 |
$299,000 |
6,254 |
0.14% |
299,000 |
6,254 |
0 |
Closed - End Fund - F... |
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PH |
Parker Hannifin Corp |
114 |
New |
$506.83 |
$260,000 |
487 |
0.12% |
260,000 |
487 |
0 |
Industrial Equipment ... |
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EEM |
iShares MSCI Emrg Mkt Income |
117 |
New |
$42.89 |
$235,000 |
5,923 |
0.11% |
235,000 |
5,923 |
0 |
Closed - End Fund - E... |
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COP |
ConocoPhillips |
118 |
New |
$109.41 |
$228,000 |
1,761 |
0.11% |
228,000 |
1,761 |
0 |
Integrated Oil & Gas |
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VTWV |
Vanguard Russell 2000 Value... |
119 |
New |
$132.81 |
$221,000 |
1,700 |
0.1% |
221,000 |
1,700 |
0.044 |
N/A |
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AVGO |
Broadcom Limited |
122 |
New |
$1,802.52 |
$213,000 |
177 |
0.1% |
213,000 |
177 |
0 |
Semiconductor- Broad... |
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CLM |
Cornerstone Strategic Value... |
123 |
New |
$7.52 |
$96,000 |
13,444 |
0.05% |
96,000 |
13,444 |
0.007 |
Closed - End Fund - E... |
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USA |
Liberty All Star Equity Fund |
124 |
New |
$6.79 |
$92,000 |
14,044 |
0.04% |
92,000 |
14,044 |
0.008 |
Closed - End Fund - E... |
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GLO |
Clough Global Opportunities... |
125 |
New |
$5.24 |
$52,000 |
10,730 |
0.02% |
52,000 |
10,730 |
0.021 |
Closed - End Fund - E... |
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