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| Name: |
Towerpoint Wealth LLC |
| City: |
SACRAMENTO |
| State: |
CA |
| Zip: |
95814 |
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data |
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| Holdings
Found :
5 |
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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 |
|
VTEB |
Vanguard Tax Exempt Bond Etf |
41 |
- |
$50.22 |
$801,000 |
15,832 |
0.4% |
-7,000 |
0 |
0.001 |
N/A |
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JKF |
iShares Morningstar Large V... |
57 |
- |
$76.38 |
$372,000 |
4,842 |
0.19% |
30,000 |
0 |
0.01 |
Closed - End Fund - E... |
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JKL |
IShares Trust Small Value I... |
58 |
- |
$60.73 |
$347,000 |
5,675 |
0.17% |
11,000 |
0 |
0.024 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
65 |
- |
$154.61 |
$305,000 |
1,954 |
0.15% |
22,000 |
0 |
0.002 |
Closed - End Fund - E... |
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JKK |
iShares Trust Small Growth ... |
71 |
- |
$45.81 |
$233,000 |
4,993 |
0.12% |
13,000 |
0 |
0.027 |
Closed - End Fund - E... |
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