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| Name: |
Hillcrest Wealth Advisors - NY LLC |
| City: |
HOLMDEL |
| State: |
NJ |
| Zip: |
07733 |
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data |
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| Holdings
Found :
6 |
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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 |
|
VEA |
Vanguard Europe Pacific ETF |
6 |
- |
$49.56 |
$10,714,000 |
213,560 |
5.81% |
619,000 |
2,800 |
0.01 |
Closed - End Fund - F... |
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TIP |
iShares Lehman TIPS Bond |
8 |
- |
$106.68 |
$7,044,000 |
65,585 |
3.82% |
614,000 |
5,765 |
0.003 |
Closed - End Fund - E... |
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STIP |
Ishares Barclays 0-5 Year T... |
9 |
- |
$99.33 |
$6,532,000 |
65,695 |
3.54% |
132,000 |
775 |
0.007 |
N/A |
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VWO |
Vanguard Emerging Markets S... |
10 |
- |
$44.57 |
$5,313,000 |
127,191 |
2.88% |
242,000 |
3,810 |
0.001 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
13 |
- |
$97.08 |
$4,444,000 |
45,375 |
2.41% |
114,000 |
1,750 |
0.001 |
Closed - End Fund - E... |
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SCHH |
Schwab Us Reit |
44 |
- |
$20.02 |
$266,000 |
13,125 |
0.14% |
266,000 |
13,125 |
0.001 |
N/A |
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