| |
|
|
| Name: |
APEX INVESTMENT SERVICES, INC. |
| City: |
HEBRON |
| State: |
CT |
| Zip: |
06248 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
20 |
|
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 |
|
SCHF |
Schwab Strategic Trust |
3 |
- |
$39.40 |
$39,121,000 |
1,002,576 |
8.95% |
2,445,000 |
10,264 |
0.111 |
Closed - End Fund - Debt |
|
|
VGIT |
Vanguard Intermediate -Ter |
5 |
- |
$57.83 |
$24,983,000 |
426,692 |
5.72% |
1,005,000 |
22,483 |
0.047 |
Closed - End Fund - Debt |
|
|
SCHP |
Schwab U.S. Tips Etf |
7 |
- |
$51.71 |
$19,713,000 |
377,939 |
4.51% |
513,000 |
10,116 |
0.126 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
10 |
- |
$79.36 |
$12,449,000 |
154,625 |
2.85% |
226,000 |
4,248 |
0.017 |
Closed - End Fund - Debt |
|
|
SCHE |
Schwab Emerging Markets Equ... |
11 |
- |
$26.66 |
$11,361,000 |
449,949 |
2.6% |
660,000 |
18,293 |
0.166 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
13 |
- |
$91.28 |
$9,447,000 |
102,218 |
2.16% |
158,000 |
3,480 |
0.011 |
Closed - End Fund - E... |
|
|
QLTA |
Ishares Aaa A Rated Corpora... |
14 |
- |
$46.68 |
$9,111,000 |
191,895 |
2.09% |
95,000 |
4,572 |
0.748 |
N/A |
|
|
IPE |
Spdr Barclays Capital Tips Etf |
16 |
- |
$25.31 |
$7,067,000 |
275,856 |
1.62% |
304,000 |
11,381 |
0.123 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
17 |
- |
$90.86 |
$6,853,000 |
72,428 |
1.57% |
-101,000 |
2,102 |
0.006 |
Closed - End Fund - E... |
|
|
SCHC |
Schwab International Small-... |
18 |
- |
$36.33 |
$5,901,000 |
164,832 |
1.35% |
234,000 |
2,393 |
0.159 |
Closed - End Fund - E... |
|
|
B |
Barnes Group Inc |
22 |
- |
$40.36 |
$3,011,000 |
81,039 |
0.69% |
373,000 |
200 |
0.16 |
Industrial Equipment ... |
|
|
LQD |
iShares Trust Goldman Sachs |
26 |
- |
$106.66 |
$1,524,000 |
13,988 |
0.35% |
-15,000 |
77 |
0.003 |
Closed - End Fund - E... |
|
|
IJH |
iShares S&P MidCap 400 Index |
30 |
- |
$60.31 |
$1,273,000 |
20,958 |
0.29% |
87,000 |
16,677 |
0.009 |
Closed - End Fund - E... |
|
|
VGLT |
Vanguard Long-Term Governm |
34 |
- |
$57.06 |
$1,130,000 |
19,081 |
0.26% |
-35,000 |
141 |
0.008 |
N/A |
|
|
SHV |
iShares Barclays Short Trea... |
37 |
- |
$110.24 |
$1,092,000 |
9,880 |
0.25% |
483,000 |
4,352 |
0.006 |
Closed - End Fund - E... |
|
|
BILS |
Spdr Bloomberg Barclays 312... |
38 |
- |
$0.00 |
$1,057,000 |
10,635 |
0.24% |
797,000 |
8,009 |
0.009 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
43 |
- |
$177.81 |
$707,000 |
4,020 |
0.16% |
-288,000 |
14 |
0 |
Auto Manufacturers |
|
|
BRK.B |
Berkshire Hathaway B |
44 |
- |
$410.24 |
$637,000 |
1,515 |
0.15% |
99,000 |
7 |
0 |
Property & Casualty I... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
46 |
- |
$0.00 |
$390,000 |
4,247 |
0.09% |
129,000 |
1,392 |
0 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
49 |
- |
$416.56 |
$285,000 |
678 |
0.07% |
31,000 |
4 |
0 |
Application Software |
|
