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| Name: |
LeJeune Puetz Investment Counsel LLC |
| City: |
TRAVERSE CITY |
| State: |
MI |
| Zip: |
49684 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Menu
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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 |
|
BND |
Vanguard Total Bond Market ETF |
64 |
New |
$71.56 |
$1,573,000 |
21,308 |
0.56% |
1,573,000 |
21,308 |
0.003 |
Closed - End Fund - E... |
|
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MMM |
3M Co |
136 |
New |
$95.54 |
$279,000 |
2,655 |
0.1% |
279,000 |
2,655 |
0 |
Conglomerates |
|
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OXY |
Occidental Petroleum Corp |
141 |
New |
$65.07 |
$262,000 |
4,200 |
0.09% |
262,000 |
4,200 |
0.001 |
Independent Oil & Gas |
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BHVN |
Biohaven Ltd. |
147 |
New |
$41.47 |
$242,000 |
17,700 |
0.09% |
242,000 |
17,700 |
0.027 |
N/A |
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VSS |
Vanguard FTSE All-Wld ex-US... |
186 |
New |
$117.58 |
$123,000 |
1,123 |
0.04% |
123,000 |
1,123 |
0 |
Closed - End Fund - Debt |
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IEFA |
Ishares Core Msci Eafe |
189 |
New |
$0.00 |
$120,000 |
1,794 |
0.04% |
120,000 |
1,794 |
0 |
N/A |
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SBUX |
Starbucks Corp |
194 |
New |
$72.50 |
$101,000 |
971 |
0.04% |
101,000 |
971 |
0 |
Specialty Eateries |
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PBW |
Invesco WilderHill Clean En... |
193 |
New |
$21.71 |
$101,000 |
2,500 |
0.04% |
101,000 |
2,500 |
0.017 |
Closed - End Fund - Debt |
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