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| Name: |
Wescott Financial Advisory Group LLC |
| City: |
PHILADELPHIA |
| State: |
PA |
| Zip: |
19103 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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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 |
|
IWP |
iShares Tr Russell MidCap Gr |
23 |
New |
$109.95 |
$6,166,000 |
59,026 |
0.86% |
6,166,000 |
59,026 |
0.008 |
Closed - End Fund - E... |
|
|
AAXJ |
Ishares Msci All Country As... |
41 |
New |
$71.60 |
$3,156,000 |
47,407 |
0.44% |
3,156,000 |
47,407 |
0.008 |
Closed - End Fund - Debt |
|
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NEAR |
Ishares Short Maturity Bond... |
113 |
New |
$0.00 |
$426,000 |
8,430 |
0.06% |
426,000 |
8,430 |
0 |
N/A |
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VGT |
Vanguard I T VIPERS |
118 |
New |
$518.78 |
$371,000 |
767 |
0.05% |
371,000 |
767 |
0 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
121 |
New |
$106.35 |
$365,000 |
3,299 |
0.05% |
365,000 |
3,299 |
0.001 |
Closed - End Fund - E... |
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DFAR |
Dfa Dimensional Us Real Est... |
148 |
New |
$0.00 |
$237,000 |
10,439 |
0.03% |
237,000 |
10,439 |
0.012 |
N/A |
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AMAT |
Applied Materials Inc |
150 |
New |
$206.63 |
$228,000 |
1,407 |
0.03% |
228,000 |
1,407 |
0 |
Semiconductor Equipme... |
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BA |
Boeing Co |
151 |
New |
$178.44 |
$224,000 |
859 |
0.03% |
224,000 |
859 |
0 |
Aerospace/Defense - M... |
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COST |
Costco Wholesale Corp |
157 |
New |
$775.15 |
$209,000 |
317 |
0.03% |
209,000 |
317 |
0 |
Discount, Variety Stores |
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SCHV |
Schwab Strategic Trust |
158 |
New |
$74.77 |
$205,000 |
2,928 |
0.03% |
205,000 |
2,928 |
0.002 |
Closed - End Fund - Debt |
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