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  Name: ENCOMPASS WEALTH ADVISORS LLC
  City: PORTLAND
  State: OR
  Zip: 97224
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $333,354,000
  Total Value Change : $32,773,000
  Securities Held Change : -17
   
All Securities Held : 274
  New Positions : 34
  Closed Positions : 7
  Increased Positions : 110
  Unchanged Positions : 92
  Decreased Positions : 38

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (ANGPY)1 Year Chart         ANGPY Anglo American Platinum Adr 123 New $0.00 $261,000 30,000 0.08% 261,000 30,000 0.002    N/A
   (VFSU.X)1 Year Chart         VFSU.X Vanguard Fixed Income Secur... 141 New $0.00 $102,000 10,005 0.03% 102,000 10,005 0.001    N/A

      2 Records Found
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