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| Name: |
VANCE WEALTH INC. |
| City: |
SANTA CLARITA |
| State: |
CA |
| Zip: |
91350 |
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data |
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| Holdings
Found :
11 |
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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 |
|
EQIX |
Equinix Inc |
|
New |
$692.71 |
$621,000 |
753 |
% |
621,000 |
753 |
0 |
N/A |
|
|
BITB |
Bitwise Bitcoin ETF |
|
New |
$33.89 |
$381,000 |
9,830 |
% |
381,000 |
9,830 |
0 |
N/A |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
|
New |
$25.03 |
$305,000 |
12,186 |
% |
305,000 |
12,186 |
0 |
N/A |
|
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VWO |
Vanguard Emerging Markets S... |
|
New |
$43.20 |
$253,000 |
6,048 |
% |
253,000 |
6,048 |
0 |
N/A |
|
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DFIV |
Dimensional International V... |
|
New |
$37.01 |
$235,000 |
6,384 |
% |
235,000 |
6,384 |
0 |
N/A |
|
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HD |
Home Depot Inc |
|
New |
$338.83 |
$224,000 |
585 |
% |
224,000 |
585 |
0 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
|
New |
$179.14 |
$209,000 |
1,144 |
% |
209,000 |
1,144 |
0 |
N/A |
|
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VXF |
Vanguard Extended Market VI... |
|
New |
$169.69 |
$208,000 |
1,189 |
% |
208,000 |
1,189 |
0 |
N/A |
|
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CMCSA |
Comcast Corp |
|
New |
$39.05 |
$207,000 |
4,781 |
% |
207,000 |
4,781 |
0 |
N/A |
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MDYV |
streetTRACKS Series Trust -... |
|
New |
$74.03 |
$202,000 |
2,653 |
% |
202,000 |
2,653 |
0 |
N/A |
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FSCO |
Fs Global Credit Opportunit... |
|
New |
$6.20 |
$126,000 |
21,195 |
% |
126,000 |
21,195 |
0 |
N/A |
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