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Name: |
Kingdom Financial Group LLC. |
City: |
PEORIA |
State: |
AZ |
Zip: |
85022 |
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Holdings
Found :
26 |
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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 |
|
IWY |
iShares Trust |
1 |
- |
$201.99 |
$18,329,000 |
93,945 |
12.89% |
7,182,000 |
30,326 |
0.104 |
N/A |
|
MUB |
iShares S&P National Munici... |
2 |
- |
$105.76 |
$15,133,000 |
140,645 |
10.64% |
2,682,000 |
25,796 |
0.009 |
Closed - End Fund - E... |
|
IWX |
iShares Trust |
3 |
- |
$75.37 |
$11,706,000 |
153,384 |
8.23% |
4,802,000 |
54,999 |
0.098 |
N/A |
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VMBS |
Vanguard Mortgage-Backed S |
4 |
- |
$45.00 |
$9,972,000 |
218,640 |
7.01% |
3,154,000 |
71,574 |
0.024 |
Closed - End Fund - Debt |
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VOO |
Vanguard S&P 500 Etf |
5 |
- |
$486.73 |
$9,948,000 |
20,694 |
7% |
3,989,000 |
7,052 |
0.002 |
Closed - End Fund - E... |
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CFT |
iShares Barclays Credit Bond |
6 |
- |
$50.13 |
$9,251,000 |
182,213 |
6.51% |
3,137,000 |
62,946 |
0.127 |
Closed - End Fund - E... |
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IEMG |
Ishares Core Msci Emerging ... |
7 |
- |
$54.02 |
$6,737,000 |
130,555 |
4.74% |
2,370,000 |
44,210 |
0.001 |
N/A |
|
VGSH |
Vanguard Scottsdale Funds |
8 |
- |
$57.78 |
$6,104,000 |
105,119 |
4.29% |
2,556,000 |
44,291 |
0.012 |
Closed - End Fund - Debt |
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VGIT |
Vanguard Intermediate -Ter |
9 |
- |
$57.78 |
$5,871,000 |
100,281 |
4.13% |
1,988,000 |
34,819 |
0.011 |
Closed - End Fund - Debt |
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EFG |
iShares MSCI EAFE Growth ETF |
10 |
- |
$0.00 |
$5,869,000 |
56,545 |
4.13% |
2,255,000 |
19,226 |
0.006 |
Closed - End Fund - E... |
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EFV |
iShares MSCI EAFE Value Ind... |
11 |
- |
$0.00 |
$5,658,000 |
104,002 |
3.98% |
2,023,000 |
34,223 |
0.004 |
Closed - End Fund - E... |
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IWS |
iShares Tr Rssll Midcap Valu |
12 |
- |
$123.20 |
$5,594,000 |
44,638 |
3.93% |
1,852,000 |
12,464 |
0.037 |
Closed - End Fund - E... |
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IWP |
iShares Tr Russell MidCap Gr |
13 |
- |
$111.09 |
$3,567,000 |
31,250 |
2.51% |
1,379,000 |
10,302 |
0.004 |
Closed - End Fund - E... |
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VTWO |
Vanguard Russell 2000 Etf |
14 |
- |
$83.07 |
$2,952,000 |
34,703 |
2.08% |
961,000 |
10,158 |
0.051 |
N/A |
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VGLT |
Vanguard Long-Term Governm |
15 |
- |
$57.38 |
$2,654,000 |
44,799 |
1.87% |
978,000 |
17,557 |
0.018 |
N/A |
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IDEV |
Ishares Core Msci Internati... |
16 |
- |
$68.05 |
$1,409,000 |
20,982 |
0.99% |
420,000 |
5,448 |
0.003 |
N/A |
|
ELR |
streetTRACKS Series Trust -... |
17 |
- |
$62.29 |
$1,317,000 |
21,409 |
0.93% |
416,000 |
5,298 |
0.002 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
19 |
- |
$96.58 |
$1,103,000 |
11,260 |
0.78% |
656,000 |
6,758 |
0 |
Closed - End Fund - E... |
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IUSB |
Ishares Core Total Usd Bond... |
27 |
- |
$0.00 |
$638,000 |
13,990 |
0.45% |
333,000 |
7,378 |
0 |
N/A |
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QUAL |
Ishares Msci Usa Quality Fa... |
28 |
- |
$0.00 |
$634,000 |
3,858 |
0.45% |
248,000 |
1,238 |
0 |
N/A |
|
SCHP |
Schwab U.S. Tips Etf |
30 |
- |
$51.78 |
$496,000 |
9,511 |
0.35% |
496,000 |
9,511 |
0.003 |
N/A |
|
VEA |
Vanguard Europe Pacific ETF |
37 |
- |
$49.56 |
$397,000 |
7,910 |
0.28% |
168,000 |
3,130 |
0 |
Closed - End Fund - F... |
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GE |
General Electric Co |
38 |
- |
$167.33 |
$369,000 |
2,101 |
0.26% |
110,000 |
71 |
0 |
Conglomerates |
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TLT |
iShares Tr Lehman 20+yr Tres |
45 |
- |
$91.38 |
$297,000 |
3,141 |
0.21% |
297,000 |
3,141 |
0 |
Closed - End Fund - E... |
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USMV |
iShares MSCI USA Minimum Vo... |
50 |
- |
$0.00 |
$242,000 |
2,901 |
0.17% |
25,000 |
124 |
0 |
N/A |
|
DIV |
Hancock John Patriot Select... |
60 |
- |
$17.26 |
$202,000 |
11,628 |
0.14% |
26,000 |
1,377 |
0.042 |
Closed - End Fund - Debt |
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