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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 :
16 |
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Menu
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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 |
|
CHD |
Church & Dwight Co Inc |
26 |
- |
$106.68 |
$3,547,000 |
37,508 |
0.68% |
110,000 |
0 |
0.015 |
Cleaning Products |
|
|
JKE |
iShares Morningstar Large G... |
59 |
- |
$76.82 |
$691,000 |
10,186 |
0.13% |
83,000 |
0 |
0.016 |
Closed - End Fund - E... |
|
|
SCHG |
Schwab Strategic Trust |
67 |
- |
$94.70 |
$574,000 |
6,922 |
0.11% |
71,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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VV |
Vanguard Large Cap VIPERS |
75 |
- |
$242.67 |
$512,000 |
2,345 |
0.1% |
53,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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IJJ |
iShares S&P MC 400/BARRA VL |
92 |
- |
$117.63 |
$390,000 |
3,420 |
0.08% |
45,000 |
0 |
0.005 |
Closed - End Fund - E... |
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SCHV |
Schwab Strategic Trust |
95 |
- |
$75.64 |
$378,000 |
5,392 |
0.07% |
30,000 |
0 |
0.004 |
Closed - End Fund - Debt |
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ROKU |
Roku, Inc |
102 |
- |
$61.25 |
$343,000 |
3,741 |
0.07% |
79,000 |
0 |
0.003 |
N/A |
|
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DFUV |
DFA Dimensional Us Marketwi... |
106 |
- |
$40.33 |
$328,000 |
8,819 |
0.06% |
28,000 |
0 |
0.001 |
N/A |
|
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ADP |
Automatic Data Processing Inc |
115 |
- |
$250.06 |
$286,000 |
1,228 |
0.06% |
-9,000 |
0 |
0 |
Business Software & S... |
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DFAT |
Dimensional U S Targeted Va... |
118 |
- |
$54.17 |
$278,000 |
5,310 |
0.05% |
35,000 |
0 |
0.001 |
N/A |
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DFIV |
Dimensional International V... |
128 |
- |
$37.74 |
$245,000 |
7,116 |
0.05% |
13,000 |
0 |
0.001 |
N/A |
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DFAS |
Dimensional U S Small Cap Etf |
130 |
- |
$61.94 |
$242,000 |
4,058 |
0.05% |
29,000 |
0 |
0 |
N/A |
|
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MTW |
Manitowoc Co Inc |
134 |
- |
$12.58 |
$239,000 |
14,300 |
0.05% |
24,000 |
0 |
0.041 |
Farm & Construction M... |
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MDLZ |
Mondelez International Inc |
136 |
- |
$71.92 |
$235,000 |
3,246 |
0.05% |
10,000 |
0 |
0 |
Food - Major Diversified |
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HSC |
Harsco Corp |
145 |
- |
$8.31 |
$139,000 |
15,483 |
0.03% |
27,000 |
0 |
0.02 |
Conglomerates |
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XERS |
Xeris Pharmaceuticals Inc |
146 |
- |
$2.02 |
$60,000 |
25,425 |
0.01% |
13,000 |
0 |
0.019 |
N/A |
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