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| Name: |
Concentrum Wealth Management |
| City: |
San Jose |
| State: |
CA |
| Zip: |
95138 |
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data |
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| Holdings
Found :
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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 |
|
DFAT |
Dimensional U S Targeted Va... |
22 |
New |
$54.16 |
$1,959,000 |
35,990 |
0.9% |
1,959,000 |
35,990 |
0.004 |
N/A |
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WFC |
Wells Fargo & Co |
58 |
New |
$60.70 |
$248,000 |
4,271 |
0.11% |
248,000 |
4,271 |
0 |
Domestic Money Center... |
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DIS |
Walt Disney Co |
59 |
New |
$102.90 |
$242,000 |
1,976 |
0.11% |
242,000 |
1,976 |
0 |
Entertainment - Diver... |
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AVGO |
Broadcom Limited |
62 |
New |
$1,414.03 |
$224,000 |
169 |
0.1% |
224,000 |
169 |
0 |
Semiconductor- Broad... |
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SAP |
SAP AG (ADR) |
63 |
New |
$195.30 |
$220,000 |
1,128 |
0.1% |
220,000 |
1,128 |
0.001 |
Application Software |
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BAC |
Bank of America Corp |
65 |
New |
$38.82 |
$206,000 |
5,434 |
0.1% |
206,000 |
5,434 |
0 |
Domestic Money Center... |
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USD |
Ultra Semiconductor ProShares |
67 |
New |
$104.27 |
$201,000 |
2,029 |
0.09% |
201,000 |
2,029 |
0.002 |
Closed - End Fund - Debt |
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