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| Name: |
STAGE HARBOR FINANCIAL LLC |
| City: |
NEEDHAM |
| State: |
MA |
| Zip: |
02494 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Page 1 of 1 |
Menu
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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 |
|
VUG |
Vanguard Growth VIPERS |
2 |
- |
$353.04 |
$12,640,000 |
36,722 |
11.49% |
1,652,000 |
1,376 |
0.014 |
Closed - End Fund - E... |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
3 |
- |
$0.00 |
$9,736,000 |
324,643 |
8.85% |
2,239,000 |
47,487 |
0.361 |
N/A |
|
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MSFT |
Microsoft Corp |
18 |
- |
$430.52 |
$1,027,000 |
2,440 |
0.93% |
113,000 |
10 |
0 |
Application Software |
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IJH |
iShares S&P MidCap 400 Index |
21 |
- |
$59.77 |
$704,000 |
11,592 |
0.64% |
61,000 |
9,274 |
0.005 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
23 |
- |
$183.13 |
$628,000 |
3,482 |
0.57% |
125,000 |
173 |
0 |
Internet Software & S... |
|
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GOOG |
Alphabet Inc |
29 |
- |
$178.00 |
$452,000 |
2,970 |
0.41% |
34,000 |
7 |
0 |
Search Engines & Info... |
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AAPL |
Apple Inc |
31 |
- |
$190.90 |
$357,000 |
2,082 |
0.32% |
-24,000 |
104 |
0 |
Personal Computers |
|
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TMO |
Thermo Fisher Scientific |
32 |
- |
$590.80 |
$325,000 |
560 |
0.3% |
30,000 |
4 |
0 |
Medical Laboratories ... |
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