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  Name: Dominguez Wealth Management Solutions Inc.
  City: WILLIAMSBURG
  State: VA
  Zip: 23188
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,015,000
  Total Value Change : $6,438,000
  Securities Held Change : 1
   
All Securities Held : 57
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 36
  Unchanged Positions : 5
  Decreased Positions : 15

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Holdings Found : 15     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
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 3 - $0.00 $12,906,000 128,153 10.16% -32,000 -881 0.142    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 4 - $191.04 $12,516,000 72,986 9.85% -1,553,000 -88 0    Personal Computers
   (MRK)1 Year Chart         MRK Merck & Co Inc 10 - $131.20 $3,115,000 23,609 2.45% 537,000 -37 0.001    Drug Manufacturers - ...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 21 - $86.84 $1,273,000 15,072 1% 97,000 -590 0.003    Closed - End Fund - E...
   (FDG)1 Year Chart         FDG American Century Focused Dy... 22 - $0.00 $1,258,000 15,221 0.99% 165,000 -138 0.544    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 26 - $180.31 $1,024,000 5,854 0.81% 21,000 -51 0    Beverage Soft Drinks...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 32 - $110.34 $823,000 7,442 0.65% -9,000 -108 0.004    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 37 - $79.68 $634,000 7,859 0.5% 31,000 -56 0.003    N/A
   (FLV)1 Year Chart         FLV American Century Focused La... 38 - $0.00 $631,000 9,707 0.5% 16,000 -355 0.011    N/A
   (FNY)1 Year Chart         FNY First Trust Mid Cap Growth ... 39 - $74.87 $630,000 8,335 0.5% 62,000 -5 0.117    N/A
   (KO)1 Year Chart         KO Coca-Cola Co 40 - $62.57 $600,000 9,809 0.47% -6,000 -467 0    Beverage Soft Drinks...
   (JIG)1 Year Chart         JIG Jpmorgan International Grow... 42 - $0.00 $536,000 8,509 0.42% 38,000 -20 0.095    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 43 - $487.17 $517,000 1,076 0.41% -12,000 -136 0    Closed - End Fund - E...
   (JSML)1 Year Chart         JSML Janus Henderson Small Cap G... 45 - $0.00 $508,000 8,402 0.4% 12,000 -10 0.093    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 48 - $183.54 $416,000 2,304 0.33% 36,000 -196 0    Internet Software & S...
      15 Records Found
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