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| Name: |
CAPITAL PERFORMANCE ADVISORS LLP |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94598 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Viewing:
Unchanged Positions |
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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 |
|
XLK |
SPDR Technology Sector |
28 |
- |
$206.51 |
$1,470,000 |
7,057 |
0.56% |
112,000 |
0 |
0.002 |
Closed - End Fund - E... |
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MAIN |
Main Street Capital Corp |
47 |
- |
$48.95 |
$498,000 |
10,516 |
0.19% |
43,000 |
0 |
0.016 |
Restaurants |
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KLD |
iShares KLD Select Social I... |
67 |
- |
$108.34 |
$276,000 |
2,525 |
0.11% |
22,000 |
0 |
0.003 |
Closed - End Fund - E... |
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DFGR |
Dfa Dimensional Global Real... |
70 |
- |
$0.00 |
$265,000 |
10,380 |
0.1% |
-5,000 |
0 |
0.012 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
72 |
- |
$80.34 |
$257,000 |
3,224 |
0.1% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
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