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| Name: |
Francis Financial Inc. |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10006 |
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data |
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| Holdings
Found :
11 |
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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 |
|
ELQD |
Ishares Esg Advanced Invest... |
15 |
New |
$0.00 |
$3,960,000 |
48,334 |
1.28% |
3,960,000 |
48,334 |
0.537 |
N/A |
|
|
IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
28 |
New |
$101.50 |
$1,007,000 |
9,772 |
0.33% |
1,007,000 |
9,772 |
0.109 |
Closed - End Fund - E... |
|
|
PZA |
Invesco National AMT-Free M... |
47 |
New |
$23.74 |
$392,000 |
16,438 |
0.13% |
392,000 |
16,438 |
0.021 |
Meat Products |
|
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DGRO |
iShares Core Dividend Growth |
55 |
New |
$57.62 |
$305,000 |
5,248 |
0.1% |
305,000 |
5,248 |
0.002 |
N/A |
|
|
CGDV |
Capital Group Dividend Valu... |
60 |
New |
$0.00 |
$259,000 |
7,982 |
0.08% |
259,000 |
7,982 |
0.001 |
N/A |
|
|
CGGO |
Capital Group Global Growth... |
61 |
New |
$0.00 |
$255,000 |
8,839 |
0.08% |
255,000 |
8,839 |
0.01 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
63 |
New |
$0.00 |
$243,000 |
5,323 |
0.08% |
243,000 |
5,323 |
0 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
65 |
New |
$0.00 |
$218,000 |
2,935 |
0.07% |
218,000 |
2,935 |
0 |
N/A |
|
|
DVY |
iShares Dow Select Div |
67 |
New |
$124.04 |
$206,000 |
1,675 |
0.07% |
206,000 |
1,675 |
0.001 |
Closed - End Fund - E... |
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VGK |
Vanguard European Stock VIPERS |
68 |
New |
$68.62 |
$204,000 |
3,026 |
0.07% |
204,000 |
3,026 |
0.001 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
69 |
New |
$59.85 |
$203,000 |
3,335 |
0.07% |
203,000 |
3,335 |
0.001 |
Closed - End Fund - E... |
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