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Name: |
Scott Capital Advisors LLC |
City: |
PORTLAND |
State: |
OR |
Zip: |
97205 |
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Holdings
Found :
13 |
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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 |
|
MSFT |
Microsoft Corp |
13 |
- |
$423.08 |
$7,923,000 |
18,586 |
2.41% |
762,000 |
-457 |
0 |
Application Software |
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VUSB |
Vanguard Ultrashort Bond Etf |
14 |
- |
$0.00 |
$7,386,000 |
149,550 |
2.25% |
-42,000 |
-687 |
0.166 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
15 |
- |
$49.56 |
$2,674,000 |
53,525 |
0.81% |
-832,000 |
-19,662 |
0.002 |
Closed - End Fund - F... |
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ESGU |
Ishares Msci Usa Esg Optimized |
18 |
- |
$0.00 |
$1,753,000 |
15,355 |
0.53% |
14,000 |
-1,222 |
0.001 |
N/A |
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VYM |
Vanguard High Dividend Yiel... |
21 |
- |
$121.26 |
$1,278,000 |
10,690 |
0.39% |
84,000 |
-4 |
0.003 |
Closed - End Fund - Debt |
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VIG |
Vanguard Dividend Appreciat... |
34 |
- |
$183.61 |
$533,000 |
2,965 |
0.16% |
26,000 |
-13 |
0.001 |
Closed - End Fund - Debt |
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SBUX |
Starbucks Corp |
37 |
- |
$75.70 |
$378,000 |
4,335 |
0.12% |
-40,000 |
-15 |
0 |
Specialty Eateries |
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FERG |
Ferguson plc |
38 |
- |
$220.73 |
$363,000 |
1,637 |
0.11% |
22,000 |
-129 |
0.001 |
N/A |
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TSLA |
Tesla Motors Inc |
39 |
- |
$177.81 |
$348,000 |
1,970 |
0.11% |
-158,000 |
-65 |
0 |
Auto Manufacturers |
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VZ |
Verizon Communications Inc |
43 |
- |
$40.49 |
$261,000 |
6,396 |
0.08% |
16,000 |
-114 |
0 |
Telecom Services - Do... |
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BA |
Boeing Co |
45 |
- |
$176.99 |
$238,000 |
1,336 |
0.07% |
-189,000 |
-302 |
0 |
Aerospace/Defense - M... |
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BAC |
Bank of America Corp |
47 |
- |
$38.91 |
$229,000 |
6,064 |
0.07% |
20,000 |
-136 |
0 |
Domestic Money Center... |
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AGG |
iShares Barclays Agency Bond |
49 |
- |
$97.19 |
$213,000 |
2,203 |
0.06% |
-68,000 |
-626 |
0 |
Closed - End Fund - E... |
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