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  Name: Herold Advisors Inc.
  City: New York
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $361,471,000
  Total Value Change : $32,752,000
  Securities Held Change : -2
   
All Securities Held : 244
  New Positions : 16
  Closed Positions : 22
  Increased Positions : 91
  Unchanged Positions : 53
  Decreased Positions : 84

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Holdings Found : 16     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
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 36 New $25.83 $2,818,000 115,415 0.78% 2,818,000 115,415 0.013    N/A
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... 44 New $0.00 $2,445,000 65,085 0.68% 2,445,000 65,085 0.007    N/A
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 76 New $23.17 $1,383,000 59,157 0.38% 1,383,000 59,157 0.066    N/A
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust 92 New $51.39 $1,141,000 22,310 0.32% 1,141,000 22,310 0.018    Closed - End Fund - Debt
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 124 New $59.69 $770,000 12,909 0.21% 770,000 12,909 0.002    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 175 New $0.00 $429,000 10,111 0.12% 429,000 10,111 0.011    N/A
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 190 New $0.00 $361,000 8,629 0.1% 361,000 8,629 0.074    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 199 New $37.49 $314,000 9,126 0.09% 314,000 9,126 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 213 New $79.30 $254,000 3,335 0.07% 254,000 3,335 0.001    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 221 New $66.99 $225,000 3,650 0.06% 225,000 3,650 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 225 New $163.13 $220,000 1,543 0.06% 220,000 1,543 0    Discount, Variety Stores
   (QGRW)1 Year Chart         QGRW Wisdomtree Us Quality Growt... New $0.00 $218,000 5,971 0.06% 218,000 5,971 0.066    N/A
   (NMT)1 Year Chart         NMT Nuveen Massachusetts Premiu... 237 New $10.69 $122,000 11,585 0.03% 122,000 11,585 0.124    Closed - End Fund - Debt
   (VKQ)1 Year Chart         VKQ Invesco Van Kampen Muni Tr 239 New $9.66 $98,000 10,293 0.03% 98,000 10,293 0.019    Closed - End Fund - Debt
   (JOBY)1 Year Chart         JOBY Joby Aviation, Inc 240 New $5.06 $97,000 14,620 0.03% 97,000 14,620 0.002    N/A
   (PYN)1 Year Chart         PYN Pimco New York Municipal In... 241 New $5.88 $67,000 11,200 0.02% 67,000 11,200 0.197    Closed - End Fund - F...
      16 Records Found
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