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| Name: |
Capital Financial Planning LLC |
| City: |
ALBANY |
| State: |
NY |
| Zip: |
12203 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Unchanged Positions |
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Menu
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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 |
|
VRSK |
Verisk Analytics, Inc. |
40 |
- |
$248.31 |
$535,000 |
2,266 |
0.22% |
23,000 |
0 |
0.001 |
Business Services |
|
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DFUV |
DFA Dimensional Us Marketwi... |
49 |
- |
$40.04 |
$417,000 |
12,257 |
0.17% |
-6,000 |
0 |
0 |
N/A |
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DFAX |
Dimensional Funds plc - Wor... |
61 |
- |
$25.83 |
$280,000 |
12,440 |
0.11% |
-10,000 |
0 |
0 |
N/A |
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BSY |
Bentley Systems Inc |
77 |
- |
$55.48 |
$216,000 |
4,308 |
0.09% |
-18,000 |
0 |
0 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
79 |
- |
$49.56 |
$214,000 |
4,894 |
0.09% |
-12,000 |
0 |
0 |
Closed - End Fund - F... |
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VPU |
Vanguard Utilities VIPERS |
80 |
- |
$154.59 |
$211,000 |
1,655 |
0.09% |
-24,000 |
0 |
0.005 |
Closed - End Fund - E... |
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IYG |
iShares Dow Jones US Financ... |
83 |
- |
$66.08 |
$201,000 |
1,297 |
0.08% |
-4,000 |
0 |
0.002 |
Closed - End Fund - E... |
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