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| Name: |
Main Line Retirement Advisors LLC |
| City: |
RADNOR |
| State: |
PA |
| Zip: |
19087 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
JEPI |
Jpmorgan Equity Premium Inc... |
15 |
- |
$0.00 |
$1,297,000 |
22,423 |
1.02% |
6,000 |
-1,064 |
0.002 |
N/A |
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FVD |
First Trust Value Line Divi... |
17 |
- |
$42.41 |
$1,154,000 |
27,325 |
0.91% |
-80,000 |
-3,099 |
0.01 |
Closed - End Fund - Debt |
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VXUS |
Vanguard Total Internationa... |
21 |
- |
$61.94 |
$508,000 |
8,417 |
0.4% |
-287,000 |
-5,301 |
0.001 |
Closed - End Fund - E... |
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AGZD |
Wisdomtree Barclays Us Aggr... |
24 |
- |
$22.27 |
$342,000 |
14,776 |
0.27% |
-63,000 |
-2,955 |
0.032 |
N/A |
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BSV |
Vanguard Short-Term Bond |
26 |
- |
$76.46 |
$315,000 |
4,114 |
0.25% |
-313,000 |
-4,036 |
0.001 |
Closed - End Fund - E... |
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TWOK |
Spdr Russell 2000 |
30 |
- |
$43.01 |
$265,000 |
6,152 |
0.21% |
-62,000 |
-1,601 |
0.001 |
N/A |
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JSML |
Janus Henderson Small Cap G... |
34 |
- |
$0.00 |
$210,000 |
3,470 |
0.17% |
-41,000 |
-780 |
0.039 |
N/A |
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ELR |
streetTRACKS Series Trust -... |
36 |
- |
$62.19 |
$203,000 |
3,299 |
0.16% |
-85,000 |
-1,850 |
0 |
Closed - End Fund - E... |
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