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Name: |
YARGER WEALTH STRATEGIES LLC |
City: |
WESTERVILLE |
State: |
OH |
Zip: |
43081 |
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Holdings
Found :
14 |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
14 |
New |
$31.62 |
$2,993,000 |
93,669 |
2.04% |
2,993,000 |
93,669 |
0.01 |
N/A |
|
PFEB |
Innovator S&p 500 Power Buf... |
16 |
New |
$0.00 |
$2,963,000 |
86,734 |
2.02% |
2,963,000 |
86,734 |
0.549 |
N/A |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
19 |
New |
$0.00 |
$2,417,000 |
26,329 |
1.65% |
2,417,000 |
26,329 |
0.003 |
Closed - End Fund - E... |
|
PMAR |
Innovator S&p 500 Power Buf... |
21 |
New |
$0.00 |
$2,076,000 |
56,407 |
1.41% |
2,076,000 |
56,407 |
0.127 |
N/A |
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PJAN |
Innovator S&p 500 Power Buf... |
26 |
New |
$0.00 |
$1,644,000 |
42,040 |
1.12% |
1,644,000 |
42,040 |
0.046 |
N/A |
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EFA |
iShares TR MSCI EAFE Indx FD |
36 |
New |
$80.34 |
$807,000 |
10,104 |
0.55% |
807,000 |
10,104 |
0.001 |
Closed - End Fund - E... |
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FBCG |
Fidelity Blue Chip Growth ETF |
39 |
New |
$0.00 |
$661,000 |
17,186 |
0.45% |
661,000 |
17,186 |
0.019 |
N/A |
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SFLR |
Innovator Equity Managed Fl... |
65 |
New |
$0.00 |
$246,000 |
8,201 |
0.17% |
246,000 |
8,201 |
0.091 |
N/A |
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RCKY |
Rocky Brands Inc |
66 |
New |
$34.39 |
$245,000 |
9,045 |
0.17% |
245,000 |
9,045 |
0.125 |
Textile - Apparel Foo... |
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LLY |
Eli Lilly & Co |
73 |
New |
$760.00 |
$215,000 |
276 |
0.15% |
215,000 |
276 |
0 |
Drug Manufacturers - ... |
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SOXX |
iShares S&P GSTI Semiconductor |
74 |
New |
$220.24 |
$213,000 |
941 |
0.15% |
213,000 |
941 |
0.008 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
75 |
New |
$168.65 |
$205,000 |
1,358 |
0.14% |
205,000 |
1,358 |
0 |
Search Engines & Info... |
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PG |
Procter & Gamble Co |
76 |
New |
$166.85 |
$204,000 |
1,259 |
0.14% |
204,000 |
1,259 |
0 |
Cleaning Products |
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CAT |
Caterpillar Inc |
77 |
New |
$354.79 |
$201,000 |
550 |
0.14% |
201,000 |
550 |
0 |
Farm & Construction M... |
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