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| Name: |
Orgel Wealth Management LLC |
| City: |
ALTOONA |
| State: |
WI |
| Zip: |
54720 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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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 |
|
ITOT |
iShares Core S&P Total US |
43 |
- |
$114.52 |
$1,097,000 |
9,513 |
0.03% |
96,000 |
0 |
0.003 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
48 |
- |
$218.71 |
$671,000 |
3,264 |
0.02% |
47,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWB |
ishares trust Russell 1000 |
52 |
- |
$286.17 |
$588,000 |
2,043 |
0.02% |
52,000 |
0 |
0.002 |
Closed - End Fund - E... |
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FSV |
FirstService Corporation |
56 |
- |
$150.66 |
$475,000 |
2,865 |
0.01% |
11,000 |
0 |
0.007 |
N/A |
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QEFA |
Spdr Msci Eafe Quality MixA |
66 |
- |
$76.74 |
$298,000 |
3,915 |
0.01% |
12,000 |
0 |
0.004 |
N/A |
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IWM |
iShares Tr Russell 2000 Indx |
69 |
- |
$204.31 |
$280,000 |
1,331 |
0.01% |
13,000 |
0 |
0 |
Closed - End Fund - E... |
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DFUV |
DFA Dimensional Us Marketwi... |
73 |
- |
$40.04 |
$257,000 |
6,283 |
0.01% |
23,000 |
0 |
0.001 |
N/A |
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ANTM |
Anthem Inc |
74 |
- |
$539.18 |
$251,000 |
485 |
0.01% |
22,000 |
0 |
0 |
N/A |
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