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| Name: |
Goldstein Advisors LLC |
| City: |
Madison |
| State: |
WI |
| Zip: |
53717 |
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data |
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| Holdings
Found :
8 |
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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 |
|
SNPE |
Xtrackers S&p 500 Esg Etf |
74 |
New |
$0.00 |
$528,000 |
12,130 |
0.1% |
528,000 |
12,130 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
94 |
New |
$44.57 |
$386,000 |
9,380 |
0.07% |
386,000 |
9,380 |
0 |
Closed - End Fund - E... |
|
|
MINT |
Pimco ETF Trust |
98 |
New |
$100.41 |
$369,000 |
3,699 |
0.07% |
369,000 |
3,699 |
0.003 |
Closed - End Fund - Debt |
|
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EFG |
iShares MSCI EAFE Growth ETF |
125 |
New |
$0.00 |
$250,000 |
2,580 |
0.05% |
250,000 |
2,580 |
0 |
Closed - End Fund - E... |
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CRWD |
Crowdstrike Holdings, Inc. |
135 |
New |
$339.06 |
$235,000 |
919 |
0.05% |
235,000 |
919 |
0.001 |
N/A |
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NTRA |
Natera, Inc. |
141 |
New |
$108.50 |
$209,000 |
3,339 |
0.04% |
209,000 |
3,339 |
0.003 |
N/A |
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ICLR |
ICON plc (ADR) |
144 |
New |
$315.83 |
$201,000 |
710 |
0.04% |
201,000 |
710 |
0 |
Research Services |
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MELI |
Mercadolibre Inc |
143 |
New |
$1,739.15 |
$201,000 |
128 |
0.04% |
201,000 |
128 |
0.001 |
Business Services |
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