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| Name: |
Brio Consultants LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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data |
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| Holdings
Found :
8 |
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Closed Positions |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BND |
Vanguard Total Bond Market ETF |
99 |
Closed |
$71.38 |
$0 |
0 |
0% |
-274,000 |
-3,730 |
0 |
Closed - End Fund - E... |
|
|
SDY |
streetTRACKS Series Trust -... |
98 |
Closed |
$131.39 |
$0 |
0 |
0% |
-243,000 |
-1,947 |
0 |
Closed - End Fund - E... |
|
|
LAG |
Lagardere S.C.A |
97 |
Closed |
$24.83 |
$0 |
0 |
0% |
-266,000 |
-10,390 |
0 |
Closed - End Fund - E... |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
96 |
Closed |
$0.00 |
$0 |
0 |
0% |
-250,000 |
-2,940 |
0 |
N/A |
|
|
JMST |
Jpmorgan Ultra Short Munici... |
102 |
Closed |
$0.00 |
$0 |
0 |
0% |
-264,000 |
-5,201 |
0 |
N/A |
|
|
VSGX |
Vanguard Esg International ... |
95 |
Closed |
$0.00 |
$0 |
0 |
0% |
-250,000 |
-4,522 |
0 |
N/A |
|
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AGG |
iShares Barclays Agency Bond |
101 |
Closed |
$96.24 |
$0 |
0 |
0% |
-218,000 |
-2,197 |
0 |
Closed - End Fund - E... |
|
|
BA |
Boeing Co |
100 |
Closed |
$178.51 |
$0 |
0 |
0% |
-207,000 |
-796 |
0 |
Aerospace/Defense - M... |
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