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  Name: Sanford Advisory Services LLC
  City: PORTAGE
  State: MI
  Zip: 49024
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-12-31
  Total Value : $419,894,000
  Total Value Change : $69,744,000
  Securities Held Change : 10
   
All Securities Held : 119
  New Positions : 16
  Closed Positions : 8
  Increased Positions : 49
  Unchanged Positions : 19
  Decreased Positions : 35

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Holdings Found : 16     View All Holdings Currently Viewing:  New 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
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 26 New $48.66 $3,470,000 73,152 0.83% 3,470,000 73,152 0.012    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 28 New $0.00 $2,956,000 32,319 0.7% 2,956,000 32,319 0.004    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 31 New $49.56 $2,570,000 61,226 0.61% 2,570,000 61,226 0.003    Closed - End Fund - F...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 33 New $31.62 $2,319,000 95,510 0.55% 2,319,000 95,510 0.011    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 35 New $50.18 $2,158,000 43,598 0.51% 2,158,000 43,598 0.002    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 38 New $222.54 $1,959,000 10,675 0.47% 1,959,000 10,675 0.006    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 53 New $40.04 $1,082,000 32,323 0.26% 1,082,000 32,323 0.004    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 58 New $0.00 $1,004,000 41,814 0.24% 1,004,000 41,814 0.046    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 60 New $0.00 $914,000 40,899 0.22% 914,000 40,899 0.043    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 68 New $43.46 $694,000 17,808 0.17% 694,000 17,808 0    Closed - End Fund - E...
   (ETN)1 Year Chart         ETN Eaton Corp 74 New $330.57 $613,000 3,906 0.15% 613,000 3,906 0.001    Diversified Machinery
   (IMTM)1 Year Chart         IMTM Ishares Edge Msci Intl Mome... 75 New $25.80 $589,000 19,102 0.14% 589,000 19,102 0.011    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 80 New $0.00 $566,000 25,678 0.13% 566,000 25,678 0.029    N/A
   (EMGF)1 Year Chart         EMGF Ishares Edge Msci Multifact... 90 New $0.00 $417,000 10,167 0.1% 417,000 10,167 0.008    N/A
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 113 New $372.63 $252,000 950 0.06% 252,000 950 0    Medical Appliances & ...
   (DE)1 Year Chart         DE Deere & Co 116 New $407.89 $232,000 541 0.06% 232,000 541 0    Farm & Construction M...

      16 Records Found
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