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| Name: |
Williams Financial LLC |
| City: |
Bennington |
| State: |
VT |
| Zip: |
05201 |
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data |
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| Holdings
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4 |
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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 |
|
XOM |
Exxon Mobil Corp |
10 |
- |
$117.87 |
$713,000 |
6,138 |
0.47% |
104,000 |
48 |
0 |
Integrated Oil & Gas |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
12 |
- |
$80.42 |
$409,000 |
5,017 |
0.27% |
32,000 |
15 |
0.004 |
N/A |
|
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SUSC |
Ishares Esg Usd Corporate Bond |
16 |
- |
$0.00 |
$244,000 |
10,618 |
0.16% |
16,000 |
837 |
0.012 |
N/A |
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EAGG |
Ishares Esg Us Aggregate Bo... |
18 |
- |
$46.60 |
$225,000 |
4,789 |
0.15% |
0 |
86 |
0.002 |
N/A |
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