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Name: |
VANCE WEALTH INC. |
City: |
SANTA CLARITA |
State: |
CA |
Zip: |
91350 |
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Holdings
Found :
17 |
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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... |
|
- |
$31.59 |
$54,198,000 |
1,696,336 |
% |
4,594,000 |
-691 |
0 |
N/A |
|
PG |
Procter & Gamble Co |
|
- |
$166.04 |
$14,164,000 |
87,299 |
% |
1,368,000 |
-24 |
0 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$441.02 |
$5,040,000 |
11,351 |
% |
262,000 |
-317 |
0 |
N/A |
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MDT |
Medtronic Plc |
|
- |
$82.76 |
$4,901,000 |
56,236 |
% |
-1,394,000 |
-20,182 |
0 |
N/A |
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IJJ |
iShares S&P MC 400/BARRA VL |
|
- |
$116.32 |
$3,132,000 |
26,475 |
% |
42,000 |
-624 |
0 |
N/A |
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SCZ |
ISHARES MSCI EAFE SM |
|
- |
$63.66 |
$2,936,000 |
46,362 |
% |
38,000 |
-452 |
0 |
N/A |
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IWF |
iShares Russell 1000 Growth |
|
- |
$336.22 |
$2,889,000 |
8,572 |
% |
264,000 |
-86 |
0 |
N/A |
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IJK |
iShares S&P mC400/BARRA GR |
|
- |
$90.07 |
$2,590,000 |
28,383 |
% |
238,000 |
-1,310 |
0 |
N/A |
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EEM |
iShares MSCI Emrg Mkt Income |
|
- |
$42.41 |
$2,562,000 |
62,374 |
% |
-773,000 |
-20,568 |
0 |
N/A |
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IVLU |
Ishares Edge Msci Intl Valu... |
|
- |
$28.66 |
$2,518,000 |
89,213 |
% |
150,000 |
-101 |
0 |
N/A |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
|
- |
$73.35 |
$2,429,000 |
33,201 |
% |
231,000 |
-589 |
0 |
N/A |
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IWD |
iShares Russell 1000 Value |
|
- |
$176.63 |
$1,274,000 |
7,112 |
% |
69,000 |
-182 |
0 |
N/A |
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SLYG |
SPDR Dow Jones Wilshire Sma... |
|
- |
$87.16 |
$991,000 |
11,362 |
% |
37,000 |
-42 |
0 |
N/A |
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CBG |
CBRE Group Inc |
|
- |
$87.44 |
$929,000 |
9,552 |
% |
-419,000 |
-4,931 |
0 |
N/A |
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BAC |
Bank of America Corp |
|
- |
$38.28 |
$556,000 |
14,657 |
% |
36,000 |
-777 |
0 |
N/A |
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VTWG |
Vangard Russell 2000 Growth |
|
- |
$190.66 |
$412,000 |
2,092 |
% |
6,000 |
-118 |
0 |
N/A |
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BSV |
Vanguard Short-Term Bond |
|
- |
$76.28 |
$252,000 |
3,290 |
% |
-4,000 |
-40 |
0 |
N/A |
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