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| Name: |
Brio Consultants LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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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 |
|
FB |
Meta Platforms Inc |
73 |
New |
$468.01 |
$438,000 |
901 |
0.07% |
438,000 |
901 |
0 |
Internet Service Prov... |
|
|
AOR |
iShares Core Growth Allocat... |
84 |
New |
$55.30 |
$318,000 |
5,712 |
0.05% |
318,000 |
5,712 |
0.019 |
Closed - End Fund - Debt |
|
|
WFC |
Wells Fargo & Co |
92 |
New |
$61.26 |
$218,000 |
3,769 |
0.04% |
218,000 |
3,769 |
0 |
Domestic Money Center... |
|
|
DIS |
Walt Disney Co |
94 |
New |
$105.83 |
$201,000 |
1,640 |
0.03% |
201,000 |
1,640 |
0 |
Entertainment - Diver... |
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