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| Name: |
MOGY JOEL R INVESTMENT COUNSEL INC |
| City: |
BEVERLY HILLS |
| State: |
CA |
| Zip: |
90212 |
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data |
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| Holdings
Found :
19 |
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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 |
|
RSP |
Guggenheim ETF Trust - Gugg... |
90 |
New |
$165.28 |
$310,000 |
1,830 |
0.02% |
310,000 |
1,830 |
0.001 |
Closed - End Fund - E... |
|
|
XLK |
SPDR Technology Sector |
92 |
New |
$231.41 |
$273,000 |
1,309 |
0.02% |
273,000 |
1,309 |
0 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
99 |
New |
$63.30 |
$205,000 |
3,361 |
0.01% |
205,000 |
3,361 |
0.002 |
Closed - End Fund - Debt |
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COP |
ConocoPhillips |
100 |
New |
$109.41 |
$204,000 |
1,600 |
0.01% |
204,000 |
1,600 |
0 |
Integrated Oil & Gas |
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SCHA |
Schwab Strategic Trust |
101 |
New |
$47.15 |
$176,000 |
3,578 |
0.01% |
176,000 |
3,578 |
0 |
Closed - End Fund - Debt |
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XVV |
Ishares Esg Screened S&p 50... |
103 |
New |
$0.00 |
$135,000 |
3,350 |
0.01% |
135,000 |
3,350 |
0.004 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
106 |
New |
$77.64 |
$112,000 |
1,385 |
0.01% |
112,000 |
1,385 |
0 |
N/A |
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XJH |
Ishares Esg Screened S&p Mi... |
107 |
New |
$0.00 |
$109,000 |
2,650 |
0.01% |
109,000 |
2,650 |
0.029 |
N/A |
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SCHX |
Schwab Strategic Trust |
108 |
New |
$64.78 |
$92,000 |
1,489 |
0.01% |
92,000 |
1,489 |
0 |
Closed - End Fund - Debt |
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IWF |
iShares Russell 1000 Growth |
110 |
New |
$367.33 |
$82,000 |
245 |
0.01% |
82,000 |
245 |
0 |
Closed - End Fund - E... |
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DMXF |
Ishares Esg Advanced Msci E... |
111 |
New |
$0.00 |
$80,000 |
1,175 |
0.01% |
80,000 |
1,175 |
0.013 |
N/A |
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SCHG |
Schwab Strategic Trust |
114 |
New |
$101.50 |
$46,000 |
500 |
0% |
46,000 |
500 |
0 |
Closed - End Fund - Debt |
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SCHE |
Schwab Emerging Markets Equ... |
116 |
New |
$26.82 |
$35,000 |
1,374 |
0% |
35,000 |
1,374 |
0 |
N/A |
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VOT |
Van Kampen Municipal Opport... |
115 |
New |
$231.70 |
$35,000 |
150 |
0% |
35,000 |
150 |
0.001 |
Closed - End Fund - Debt |
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RZV |
Invesco S&P Smallcap 600 Pu... |
117 |
New |
$99.35 |
$27,000 |
250 |
0% |
27,000 |
250 |
0.008 |
Closed - End Fund - E... |
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PRF |
Invesco FTSE RAFI US |
118 |
New |
$36.69 |
$24,000 |
625 |
0% |
24,000 |
625 |
0 |
Closed - End Fund - E... |
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FNDA |
Schwab Fundamental Us Small... |
119 |
New |
$54.77 |
$22,000 |
385 |
0% |
22,000 |
385 |
0 |
N/A |
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IWW |
iShares Russell 3000 Value |
120 |
New |
$88.02 |
$9,000 |
99 |
0% |
9,000 |
99 |
0 |
Closed - End Fund - E... |
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IWZ |
iShares Russell 3000 Growth |
121 |
New |
$128.59 |
$7,000 |
60 |
0% |
7,000 |
60 |
0 |
Closed - End Fund - E... |
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