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| Name: |
WALDEN WEALTH PARTNERS LLC |
| City: |
BEACHWOOD |
| State: |
OH |
| Zip: |
44122 |
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data |
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| Holdings
Found :
16 |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$31.88 |
$26,356,000 |
842,837 |
15.3% |
2,990,000 |
43,441 |
0.094 |
N/A |
|
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AGG |
iShares Barclays Agency Bond |
3 |
- |
$96.52 |
$11,078,000 |
114,021 |
6.43% |
931,000 |
11,780 |
0.002 |
Closed - End Fund - E... |
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DFUS |
Dimensional U S Equity Etf |
4 |
- |
$57.22 |
$9,258,000 |
165,758 |
5.37% |
762,000 |
1,829 |
0.018 |
N/A |
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DIHP |
Dfa Dimensional Internatl H... |
5 |
- |
$0.00 |
$8,852,000 |
333,047 |
5.14% |
963,000 |
25,600 |
0.37 |
N/A |
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DFAU |
Dfa Dimensional Us Core Equ... |
6 |
- |
$0.00 |
$8,589,000 |
239,921 |
4.99% |
692,000 |
2,420 |
0.267 |
N/A |
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MGV |
Vanguard Mega Cap 300 Value... |
7 |
- |
$116.05 |
$7,624,000 |
65,163 |
4.43% |
893,000 |
3,621 |
0.072 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
8 |
- |
$192.25 |
$6,210,000 |
36,785 |
3.6% |
-855,000 |
87 |
0 |
Personal Computers |
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DUHP |
Dfa Dimensional Us High Pro... |
9 |
- |
$0.00 |
$5,336,000 |
172,683 |
3.1% |
737,000 |
11,919 |
0.128 |
N/A |
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VUG |
Vanguard Growth VIPERS |
11 |
- |
$350.68 |
$4,190,000 |
12,403 |
2.43% |
585,000 |
808 |
0.005 |
Closed - End Fund - E... |
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DFAI |
Dfa Dimensional Internation... |
12 |
- |
$0.00 |
$3,932,000 |
131,590 |
2.28% |
385,000 |
7,741 |
0.102 |
N/A |
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GBIL |
Goldman Sachs Treasuryacces... |
13 |
- |
$100.12 |
$3,004,000 |
30,087 |
1.74% |
204,000 |
2,019 |
0.033 |
N/A |
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DEHP |
Dfa Dimensional Emerging Mk... |
15 |
- |
$0.00 |
$2,707,000 |
108,311 |
1.57% |
282,000 |
8,295 |
1.203 |
N/A |
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BRK.B |
Berkshire Hathaway B |
18 |
- |
$414.40 |
$2,309,000 |
5,560 |
1.34% |
334,000 |
24 |
0 |
Property & Casualty I... |
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ADBE |
Adobe Systems Inc |
20 |
- |
$444.76 |
$1,647,000 |
3,381 |
0.96% |
-366,000 |
7 |
0.001 |
Application Software |
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IJH |
iShares S&P MidCap 400 Index |
23 |
- |
$59.68 |
$1,260,000 |
21,300 |
0.73% |
13,000 |
16,802 |
0.009 |
Closed - End Fund - E... |
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NVO |
Novo Nordisk A/S (ADR) |
44 |
- |
$135.28 |
$555,000 |
4,479 |
0.32% |
110,000 |
175 |
0 |
Drug Manufacturers - ... |
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