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| Name: |
Harrison & Co Wealth Management LLC |
| City: |
Roanoke |
| State: |
VA |
| Zip: |
24014 |
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data |
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| Holdings
Found :
6 |
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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 |
|
MED |
Medifast Inc |
64 |
New |
$25.35 |
$685,000 |
5,938 |
0.66% |
685,000 |
5,938 |
0.05 |
Specialty Retail, Other |
|
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SBUX |
Starbucks Corp |
66 |
New |
$76.18 |
$655,000 |
6,607 |
0.63% |
655,000 |
6,607 |
0.001 |
Specialty Eateries |
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VO |
Vanguard Mid Cap VIPERS |
71 |
New |
$245.22 |
$509,000 |
2,496 |
0.49% |
509,000 |
2,496 |
0.001 |
Closed - End Fund - E... |
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DFAS |
Dimensional U S Small Cap Etf |
73 |
New |
$61.32 |
$344,000 |
6,735 |
0.33% |
344,000 |
6,735 |
0.007 |
N/A |
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MDYV |
streetTRACKS Series Trust -... |
77 |
New |
$75.04 |
$211,000 |
3,254 |
0.2% |
211,000 |
3,254 |
0.002 |
Closed - End Fund - E... |
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MDYG |
streetTRACKS Series Trust -... |
78 |
New |
$85.57 |
$204,000 |
3,129 |
0.2% |
204,000 |
3,129 |
0.011 |
Closed - End Fund - E... |
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