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| Name: |
Falcon Wealth Planning |
| City: |
Ontario |
| State: |
CA |
| Zip: |
91764 |
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data |
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| Holdings
Found :
8 |
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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 |
|
DFUS |
Dimensional U S Equity Etf |
48 |
- |
$56.68 |
$1,493,000 |
26,205 |
0.24% |
135,000 |
0 |
0.003 |
N/A |
|
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JKH |
iShares Trust - Mid Growth ... |
74 |
- |
$68.58 |
$567,000 |
8,018 |
0.09% |
50,000 |
0 |
0.021 |
Closed - End Fund - E... |
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DFAX |
Dimensional Funds plc - Wor... |
79 |
- |
$25.83 |
$528,000 |
20,749 |
0.08% |
21,000 |
0 |
0.002 |
N/A |
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CMF |
iShares S&P CA AMT-Free Mun... |
103 |
- |
$57.14 |
$354,000 |
6,153 |
0.06% |
-3,000 |
0 |
0.007 |
N/A |
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SPLV |
Powershares S&Amp;P 500 Low... |
114 |
- |
$65.47 |
$290,000 |
4,396 |
0.05% |
15,000 |
0 |
0.003 |
N/A |
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SCHX |
Schwab Strategic Trust |
119 |
- |
$61.75 |
$250,000 |
4,022 |
0.04% |
23,000 |
0 |
0 |
Closed - End Fund - Debt |
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GNLX |
Genelux Corp |
131 |
- |
$3.83 |
$77,000 |
12,000 |
0.01% |
-91,000 |
0 |
0.046 |
N/A |
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SENS |
Senseonics Holdings Inc |
133 |
- |
$0.47 |
$21,000 |
38,724 |
0% |
-1,000 |
0 |
0.016 |
N/A |
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