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  Name: VANCE WEALTH INC.
  City: SANTA CLARITA
  State: CA
  Zip: 91350
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $251,030,000
  Total Value Change : $20,545,000
  Securities Held Change : 11
   
All Securities Held : 94
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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