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| Name: |
Advisory Services & Investments LLC |
| City: |
BEND |
| State: |
OR |
| Zip: |
97702 |
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data |
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Filing Period: |
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| Holdings
Found :
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 |
|
DFSU |
Dimensional Us Sustainabili... |
15 |
New |
$0.00 |
$2,110,000 |
61,308 |
1.46% |
2,110,000 |
61,308 |
0.068 |
N/A |
|
|
DFSI |
Dimensional Intl Sustainabi... |
28 |
New |
$0.00 |
$560,000 |
16,632 |
0.39% |
560,000 |
16,632 |
0.018 |
N/A |
|
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DFSE |
Dimensional Emg Mkts Sustai... |
31 |
New |
$0.00 |
$258,000 |
8,013 |
0.18% |
258,000 |
8,013 |
0.089 |
N/A |
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VGK |
Vanguard European Stock VIPERS |
35 |
New |
$69.59 |
$201,000 |
2,990 |
0.14% |
201,000 |
2,990 |
0.001 |
Closed - End Fund - E... |
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