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  Name: STELAC ADVISORY SERVICES LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $185,786,000
  Total Value Change : $2,292,000
  Securities Held Change : -13
   
All Securities Held : 90
  New Positions : 1
  Closed Positions : 16
  Increased Positions : 27
  Unchanged Positions : 33
  Decreased Positions : 29

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 103 Closed $0.00 $0 0 0% -202,000 -2,792 0    N/A
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 96 Closed $110.36 $0 0 0% -728,000 -8,087 0    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 102 Closed $0.00 $0 0 0% -222,000 -2,418 0    Closed - End Fund - E...
   (NKE)1 Year Chart         NKE Nike Inc B 95 Closed $91.67 $0 0 0% -276,000 -2,838 0    Textile - Apparel Foo...
   (C)1 Year Chart         C Citigroup Inc 101 Closed $64.24 $0 0 0% -110,000 -2,600 0    Domestic Money Center...
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 94 Closed $0.00 $0 0 0% -1,563,000 -35,752 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 100 Closed $0.00 $0 0 0% -255,000 -2,720 0    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 106 Closed $138.70 $0 0 0% -330,000 -3,146 0    Closed - End Fund - E...
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 93 Closed $0.00 $0 0 0% -559,000 -6,474 0    Closed - End Fund - E...
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 99 Closed $102.85 $0 0 0% -143,000 -1,451 0    Closed - End Fund - E...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 105 Closed $0.00 $0 0 0% -403,000 -8,233 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 92 Closed $532.48 $0 0 0% -2,004,000 -4,666 0    Closed - End Fund - E...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 98 Closed $103.22 $0 0 0% -169,000 -1,660 0    Drug Manufacturers - ...
   (CNYA)1 Year Chart         CNYA Ishares Msci China A Etf 104 Closed $0.00 $0 0 0% -102,000 -3,601 0    N/A
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 91 Closed $56.72 $0 0 0% -5,136,000 -105,891 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 97 Closed $0.00 $0 0 0% -738,000 -5,599 0    N/A
      16 Records Found
  1    
Page 1 of 1
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