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Name: |
CONCERT WEALTH MANAGEMENT INC. |
City: |
SAN JOSE |
State: |
CA |
Zip: |
95126 |
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Holdings
Found :
17 |
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$251.78 |
$3,887,000 |
30,009 |
15.74% |
-660,000 |
-6,515 |
0.003 |
Closed - End Fund - E... |
|
SHV |
iShares Barclays Short Trea... |
2 |
- |
$110.45 |
$1,795,000 |
16,244 |
7.27% |
-430,000 |
-3,852 |
0.06 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
3 |
- |
$59.11 |
$1,678,000 |
27,578 |
6.8% |
-1,319,000 |
-23,795 |
0.031 |
Closed - End Fund - Debt |
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VEU |
Vanguard FTSE All-World ETF |
4 |
- |
$57.31 |
$1,664,000 |
31,574 |
6.74% |
-190,000 |
-5,386 |
0.006 |
Closed - End Fund - F... |
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SGOL |
Aberdeen Standard Physical ... |
6 |
- |
$22.37 |
$1,486,000 |
11,991 |
6.02% |
-230,000 |
-2,258 |
0.013 |
Closed - End Fund - Debt |
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AGG |
iShares Barclays Agency Bond |
8 |
- |
$95.33 |
$1,361,000 |
12,401 |
5.51% |
-1,124,000 |
-10,243 |
0.001 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
10 |
- |
$157.91 |
$1,082,000 |
10,849 |
4.38% |
-295,000 |
-3,429 |
0.003 |
Closed - End Fund - E... |
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BKF |
iShares MSCI BRIC Index |
11 |
- |
$35.36 |
$786,000 |
18,239 |
3.18% |
97,000 |
-223 |
0.02 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
12 |
- |
$105.65 |
$753,000 |
10,150 |
3.05% |
-99,000 |
-1,990 |
0.001 |
Closed - End Fund - E... |
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BWX |
Spdr Brcly Cap Int Trs Bon |
14 |
- |
$21.49 |
$659,000 |
23,448 |
2.67% |
-41,000 |
-1,950 |
0.026 |
Closed - End Fund - E... |
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SCHF |
Schwab Strategic Trust |
16 |
- |
$38.03 |
$551,000 |
16,385 |
2.23% |
-286,000 |
-9,929 |
0.002 |
Closed - End Fund - Debt |
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DBC |
Invesco DB Commodity Tracki... |
17 |
- |
$23.66 |
$533,000 |
34,894 |
2.16% |
-56,000 |
-5,862 |
0.014 |
Closed - End Fund - Debt |
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FTLS |
First Trust Long Short Equity |
19 |
- |
$0.00 |
$482,000 |
12,905 |
1.95% |
-23,000 |
-1,227 |
0.018 |
N/A |
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T |
AT&T Corp |
20 |
- |
$16.75 |
$458,000 |
11,675 |
1.86% |
-415,000 |
-11,397 |
0 |
Long Distance Carriers |
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SCHE |
Schwab Emerging Markets Equ... |
21 |
- |
$25.57 |
$340,000 |
12,608 |
1.38% |
-219,000 |
-10,190 |
0.014 |
N/A |
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QAI |
Index IQ ETF Trust |
22 |
- |
$30.68 |
$338,000 |
11,385 |
1.37% |
-4,000 |
-292 |
0.013 |
Closed - End Fund - Debt |
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SJNK |
Spdr Barclays Capital Short... |
23 |
- |
$24.91 |
$287,000 |
10,392 |
1.16% |
-67,000 |
-2,414 |
0.008 |
N/A |
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