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  Name: Snider Financial Group
  City: BELLEVUE
  State: WA
  Zip: 98005
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $217,020,000
  Total Value Change : $10,172,000
  Securities Held Change : 1
   
All Securities Held : 58
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 62     View All Holdings Currently Viewing:  ALL     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
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond - $95.23 $19,572,000 197,196 % -770,000 -19,115 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $175.07 $15,917,000 93,410 % 1,505,000 656 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $504.44 $15,437,000 32,321 % 1,365,000 -449 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond - $89.54 $9,946,000 105,723 % -4,655,000 -58,700 0    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector - $196.27 $8,487,000 44,091 % 1,144,000 -700 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $389.33 $7,919,000 21,059 % 1,318,000 154 0    N/A
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... - $0.00 $7,910,000 210,609 % 904,000 2,165 0    N/A
   (TLO)1 Year Chart         TLO Talon Metals Corp - $26.20 $7,313,000 252,014 % 825,000 3,890 0    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... - $0.00 $6,644,000 131,937 % 67,000 1,394 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $781.10 $6,529,000 11,201 % 429,000 -155 0    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust - $100.58 $6,237,000 62,501 % 117,000 1,389 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $6,181,000 79,219 % 482,000 478 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $430.17 $5,827,000 16,463 % 975,000 299 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $164.64 $5,725,000 40,625 % -377,000 -5,658 0    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR - $53.88 $5,513,000 64,964 % 702,000 1,534 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $170.33 $4,911,000 25,505 % 749,000 1,193 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $175.00 $4,826,000 31,761 % 921,000 1,042 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $167.84 $4,700,000 18,031 % 1,356,000 587 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $104.39 $4,035,000 37,277 % 629,000 1,166 0    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... - $0.00 $3,887,000 75,611 % 461,000 879 0    N/A
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... - $55.01 $3,847,000 71,276 % 592,000 4,155 0    N/A
   (VLUE)1 Year Chart         VLUE Ishares Msci Usa Value Factor - $0.00 $3,641,000 35,994 % 421,000 500 0    N/A
   (AZPN)1 Year Chart         AZPN Aspen Technology Inc - $196.87 $3,633,000 16,502 % 430,000 822 0.024    Application Software
   (ADSK)1 Year Chart         ADSK Autodesk Inc - $212.85 $3,337,000 13,706 % 688,000 901 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp - $722.90 $3,303,000 5,004 % 589,000 200 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $191.74 $3,110,000 18,283 % 549,000 624 0    N/A
   (SYK)1 Year Chart         SYK Stryker Corp - $336.50 $2,591,000 8,651 % 359,000 485 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $2,511,000 15,927 % 86,000 764 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US - $110.25 $2,271,000 21,579 % 194,000 -468 0    N/A
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc - $198.56 $2,223,000 11,547 % 197,000 1,587 0    N/A
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... - $0.00 $2,215,000 41,147 % 434,000 1,947 0    N/A
   (V)1 Year Chart         V Visa Inc - $268.61 $2,085,000 8,008 % 335,000 398 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $483.70 $2,047,000 3,888 % 174,000 174 0    N/A
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech - $126.92 $2,038,000 15,000 % 204,000 0 0    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... - $0.00 $2,025,000 87,887 % 131,000 1,973 0.001    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf - $49.84 $1,987,000 38,914 % 127,000 248 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust - $89.05 $1,836,000 22,133 % 140,000 -1,192 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $550.64 $1,541,000 3,166 % 398,000 138 0    N/A
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... - $208.63 $1,410,000 8,064 % 303,000 430 0.009    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp - $91.20 $1,392,000 15,557 % 241,000 1,223 0    N/A
   (TDG)1 Year Chart         TDG Transdigm Group Inc - $1,248.03 $1,391,000 1,375 % 303,000 85 0    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc New $415.83 $1,326,000 3,011 % 1,326,000 3,011 0    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... New $122.32 $1,285,000 9,735 % 1,285,000 9,735 0    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc - $599,500.00 $1,085,000 2 % 22,000 0 0    N/A
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... - $28.27 $985,000 34,237 % 66,000 279 0    N/A
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... - $66.23 $802,000 12,347 % 49,000 -206 0    N/A
   (LAG)1 Year Chart         LAG Lagardere S.C.A - $24.59 $549,000 21,417 % -5,000 -1,328 0    N/A
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds - $57.65 $542,000 9,293 % 7,000 0 0    N/A
   (GE)1 Year Chart         GE General Electric Co - $161.82 $393,000 3,083 % 52,000 0 0    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... - $0.00 $352,000 7,642 % 4,000 -312 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $113.75 $310,000 2,943 % -2,000 0 0    N/A
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... - $70.32 $240,000 3,689 % 21,000 -6 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc New $334.22 $221,000 638 % 221,000 638 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp - $37.01 $219,000 6,510 % -1,094,000 -41,428 0    N/A
   (OUNZ)1 Year Chart         OUNZ Van Eck Merk Gold Trust - $0.00 $210,000 10,532 % 22,000 0 0    N/A
   (JVAL)1 Year Chart         JVAL Jpmorgan Us Value Factor Etf - $0.00 $209,000 5,425 % 209,000 5,425 0    N/A
   (MBG)1 Year Chart         MBG Spdr Brcly Captl Mrtg Bkd - $21.00 $202,000 9,141 % 202,000 9,141 0    N/A
   (SAN)1 Year Chart         SAN Banco Santander Central His... - $4.80 $140,000 33,894 % 13,000 144 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation Closed $864.02 $0 0 0% -2,298,000 -5,283 0    Semiconductor - Speci...
   (SGEN)1 Year Chart         SGEN Seagen Inc Closed $228.74 $0 0 0% -2,548,000 -12,011 0    Biotechnology
   (SPY)1 Year Chart         SPY Standard & Poors Depository... Closed $501.98 $0 0 0% -682,000 -1,596 0    Closed - End Fund - E...
   (IYG)1 Year Chart         IYG iShares Dow Jones US Financ... Closed $63.49 $0 0 0% -1,740,000 -11,249 0    Closed - End Fund - E...
      62 Records Found
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