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| Name: |
Sanctuary Wealth Management L.L.C. |
| City: |
POCATELLO |
| State: |
ID |
| Zip: |
83201 |
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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 |
|
IEFA |
Ishares Core Msci Eafe |
39 |
New |
$0.00 |
$180,000 |
2,560 |
0.17% |
180,000 |
2,560 |
0 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
48 |
New |
$90.79 |
$144,000 |
1,533 |
0.14% |
144,000 |
1,533 |
0.001 |
Closed - End Fund - E... |
|
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IWZ |
iShares Russell 3000 Growth |
58 |
New |
$117.44 |
$112,000 |
1,080 |
0.11% |
112,000 |
1,080 |
0.003 |
Closed - End Fund - E... |
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VCIT |
Vanguard Intermediate-Term |
60 |
New |
$79.12 |
$110,000 |
1,351 |
0.11% |
110,000 |
1,351 |
0 |
Closed - End Fund - Debt |
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QUAL |
Ishares Msci Usa Quality Fa... |
62 |
New |
$0.00 |
$103,000 |
701 |
0.1% |
103,000 |
701 |
0 |
N/A |
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IWW |
iShares Russell 3000 Value |
69 |
New |
$89.21 |
$79,000 |
942 |
0.08% |
79,000 |
942 |
0 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
89 |
New |
$108.98 |
$46,000 |
427 |
0.04% |
46,000 |
427 |
0 |
Closed - End Fund - E... |
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DFIV |
Dimensional International V... |
108 |
New |
$37.49 |
$27,000 |
800 |
0.03% |
27,000 |
800 |
0 |
N/A |
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DFUV |
DFA Dimensional Us Marketwi... |
113 |
New |
$40.04 |
$25,000 |
676 |
0.02% |
25,000 |
676 |
0 |
N/A |
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VONE |
Vanguard Russell 1000 Etf |
182 |
New |
$236.89 |
$4,000 |
17 |
0% |
4,000 |
17 |
0 |
N/A |
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VLTO |
Veralto Corp |
236 |
New |
$96.50 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
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