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| Name: |
Ratio Wealth Group |
| City: |
DENVER |
| State: |
CO |
| Zip: |
80218 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Unchanged Positions |
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Page 1 of 1 |
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 |
|
OZ |
Belpointe Prep, Llc |
34 |
- |
$0.00 |
$2,842,000 |
36,790 |
0.61% |
-311,000 |
0 |
2.469 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
52 |
- |
$411.22 |
$611,000 |
1,714 |
0.13% |
11,000 |
0 |
0 |
Property & Casualty I... |
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|
DVY |
iShares Dow Select Div |
57 |
- |
$124.38 |
$442,000 |
3,774 |
0.1% |
36,000 |
0 |
0.003 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
58 |
- |
$170.90 |
$417,000 |
2,960 |
0.09% |
27,000 |
0 |
0 |
Search Engines & Info... |
|
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IVW |
ishares tr S&P 500 BARRA GR |
62 |
- |
$84.75 |
$321,000 |
4,277 |
0.07% |
28,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
63 |
- |
$60.63 |
$302,000 |
5,425 |
0.07% |
32,000 |
0 |
0.003 |
Closed - End Fund - Debt |
|
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IYW |
iShares Trust DJ US Sector |
64 |
- |
$134.46 |
$296,000 |
2,408 |
0.06% |
43,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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IVV |
iShares Core S&P 500 Etf |
65 |
- |
$523.57 |
$289,000 |
606 |
0.06% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
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COP |
ConocoPhillips |
68 |
- |
$121.59 |
$229,000 |
1,973 |
0.05% |
-7,000 |
0 |
0 |
Integrated Oil & Gas |
|
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KOS |
Kosmos Energy Ltd. |
73 |
- |
$0.00 |
$81,000 |
12,000 |
0.02% |
-17,000 |
0 |
0.003 |
Independent Oil & Gas |
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