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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 :
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 |
|
FBND |
Fidelity Total Bond Etf |
22 |
New |
$0.00 |
$8,190,000 |
180,750 |
1.3% |
8,190,000 |
180,750 |
0.063 |
N/A |
|
|
LMT |
Lockheed Martin Corp |
65 |
New |
$468.88 |
$711,000 |
1,562 |
0.11% |
711,000 |
1,562 |
0.001 |
Aerospace/Defense - M... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
120 |
New |
$0.00 |
$249,000 |
1,517 |
0.04% |
249,000 |
1,517 |
0 |
N/A |
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CDNS |
Cadence Design Systems Inc |
126 |
New |
$287.48 |
$227,000 |
729 |
0.04% |
227,000 |
729 |
0 |
Technical & System So... |
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VZ |
Verizon Communications Inc |
129 |
New |
$40.40 |
$211,000 |
5,020 |
0.03% |
211,000 |
5,020 |
0 |
Telecom Services - Do... |
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BTG |
B2gold Corp. |
132 |
New |
$2.77 |
$45,000 |
17,285 |
0.01% |
45,000 |
17,285 |
0.002 |
N/A |
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