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| Name: |
Waterford Advisors LLC |
| City: |
ORCHARD PARK |
| State: |
NY |
| Zip: |
14127 |
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data |
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| Holdings
Found :
3 |
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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 |
|
BSV |
Vanguard Short-Term Bond |
9 |
New |
$76.30 |
$10,218,000 |
132,672 |
4.79% |
10,218,000 |
132,672 |
0.025 |
Closed - End Fund - E... |
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CAT |
Caterpillar Inc |
46 |
New |
$358.18 |
$259,000 |
877 |
0.12% |
259,000 |
877 |
0 |
Farm & Construction M... |
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EEM |
iShares MSCI Emrg Mkt Income |
51 |
New |
$43.05 |
$203,000 |
5,042 |
0.1% |
203,000 |
5,042 |
0 |
Closed - End Fund - E... |
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