| |
|
|
| Name: |
ROSENBLUM SILVERMAN SUTTON S F INC /CA |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94109 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SN |
SharkNinja, Inc |
14 |
- |
$78.32 |
$8,061,000 |
129,410 |
2.28% |
1,543,000 |
2,040 |
0.093 |
N/A |
|
|
FLOT |
Ishares Floating Rate Note ... |
15 |
- |
$0.00 |
$7,555,000 |
147,955 |
2.14% |
171,000 |
2,085 |
0.014 |
N/A |
|
|
PODD |
Insulet Corp |
22 |
- |
$173.42 |
$5,946,000 |
34,689 |
1.68% |
-1,565,000 |
75 |
0.046 |
Medical Instruments &... |
|
|
VCIT |
Vanguard Intermediate-Term |
34 |
- |
$80.49 |
$2,851,000 |
35,415 |
0.81% |
2,582,000 |
32,100 |
0.004 |
Closed - End Fund - Debt |
|
|
JMBS |
Janus Henderson Mortgagebac... |
39 |
- |
$45.00 |
$2,043,000 |
45,290 |
0.58% |
605,000 |
13,995 |
0.041 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
40 |
- |
$295.75 |
$2,042,000 |
7,091 |
0.58% |
184,000 |
7 |
0.005 |
Closed - End Fund - E... |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
48 |
- |
$126.11 |
$1,021,000 |
7,813 |
0.29% |
58,000 |
119 |
0.017 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
52 |
- |
$57.83 |
$804,000 |
13,235 |
0.23% |
70,000 |
10,588 |
0.006 |
Closed - End Fund - E... |
|
|
VCSH |
Vanguard Scottsdale Funds |
54 |
- |
$77.34 |
$634,000 |
8,200 |
0.18% |
42,000 |
545 |
0.002 |
N/A |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
62 |
- |
$79.94 |
$398,000 |
5,435 |
0.11% |
62,000 |
275 |
0 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
63 |
- |
$405.54 |
$397,000 |
945 |
0.11% |
62,000 |
6 |
0 |
Property & Casualty I... |
|
