| |
|
|
| Name: |
Foundation Wealth Management LLC |
| City: |
Clayton |
| State: |
MO |
| Zip: |
63105 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVW |
ishares tr S&P 500 BARRA GR |
|
- |
$84.43 |
$28,513,000 |
379,663 |
% |
3,832,000 |
18,920 |
0 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
|
- |
$182.16 |
$27,356,000 |
157,317 |
% |
8,721,000 |
36,187 |
0 |
N/A |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
|
- |
$115.11 |
$4,951,000 |
43,410 |
% |
647,000 |
763 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$182.74 |
$3,645,000 |
18,931 |
% |
411,000 |
40 |
0 |
N/A |
|
|
IWN |
iShares Russell 2000 Value |
|
- |
$155.37 |
$3,440,000 |
22,149 |
% |
682,000 |
1,803 |
0 |
N/A |
|
|
IYR |
iShares Dow Jones US Real E... |
|
- |
$84.77 |
$1,741,000 |
19,053 |
% |
519,000 |
3,415 |
0 |
N/A |
|
|
IJK |
iShares S&P mC400/BARRA GR |
|
- |
$89.16 |
$1,693,000 |
21,366 |
% |
206,000 |
782 |
0 |
N/A |
|
|
IBDT |
Ishares Ibonds Dec 2028 Ter... |
|
- |
$24.44 |
$1,282,000 |
51,076 |
% |
107,000 |
2,185 |
0.071 |
N/A |
|
|
IYE |
iShares Tr Enrgy Sector Indx |
|
- |
$48.72 |
$1,152,000 |
26,101 |
% |
-32,000 |
1,141 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$169.38 |
$927,000 |
6,635 |
% |
71,000 |
96 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
|
- |
$503.21 |
$219,000 |
416 |
% |
13,000 |
8 |
0 |
N/A |
|
