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  Name: Hantz Financial Services Inc.
  City: SOUTHFIELD
  State: MI
  Zip: 48034
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $306,905,000
  Total Value Change : $153,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 1
  Unchanged Positions : 1
  Decreased Positions : 11

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Holdings Found : 11     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
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 1 - $344.73 $41,685,000 123,676 13.58% 1,700,000 -8,214 0.046    Closed - End Fund - E...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 2 - $112.29 $32,823,000 287,564 10.69% 1,595,000 -11,385 0.038    Closed - End Fund - E...
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 3 - $89.92 $32,636,000 360,855 10.63% 927,000 -15,159 0.04    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 4 - $96.68 $31,638,000 323,037 10.31% -5,880,000 -54,974 0.005    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 5 - $303.00 $31,416,000 104,691 10.24% 1,040,000 -6,276 0.216    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 6 - $530.06 $27,262,000 52,119 8.88% -290,000 -5,848 0.001    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 7 - $65.71 $26,920,000 408,685 8.77% -1,349,000 -42,470 0.265    N/A
   (NOBL)1 Year Chart         NOBL ProShares S&P 500 Dividend ... 8 - $0.00 $25,107,000 247,576 8.18% -1,223,000 -29,001 0.288    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 10 - $81.70 $19,894,000 249,108 6.48% -1,192,000 -30,733 0.035    Closed - End Fund - E...
   (CWI)1 Year Chart         CWI streetTRACKS Spdr Ms 11 - $29.29 $7,906,000 278,389 2.58% 215,000 -6,054 0.526    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 12 - $62.86 $4,768,000 76,836 1.55% 239,000 -3,471 0.003    Closed - End Fund - Debt
      11 Records Found
  1    
Page 1 of 1
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