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Name: |
Twin Peaks Wealth Advisors LLC |
City: |
Burlingame |
State: |
CA |
Zip: |
94010 |
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data |
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Holdings
Found :
12 |
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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 |
|
DYNF |
Blackrock Us Equity Factor ... |
20 |
New |
$44.51 |
$2,343,000 |
52,763 |
1.3% |
2,343,000 |
52,763 |
0.586 |
N/A |
|
IVE |
iShares S&P 500/BARRA Value |
33 |
New |
$184.70 |
$1,379,000 |
7,382 |
0.77% |
1,379,000 |
7,382 |
0.005 |
Closed - End Fund - E... |
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HEFA |
Ishares Currency Hedged Msc... |
56 |
New |
$0.00 |
$664,000 |
19,042 |
0.37% |
664,000 |
19,042 |
0.002 |
N/A |
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BINC |
Blackrock Flexible Income Etf |
77 |
New |
$0.00 |
$405,000 |
7,712 |
0.22% |
405,000 |
7,712 |
0.009 |
N/A |
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IXC |
iShares tr S&P Glbl Energy |
102 |
New |
$43.61 |
$309,000 |
7,205 |
0.17% |
309,000 |
7,205 |
0.008 |
Closed - End Fund - E... |
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GOVT |
Ishares Barclays Us Treasur... |
107 |
New |
$0.00 |
$274,000 |
12,034 |
0.15% |
274,000 |
12,034 |
0 |
N/A |
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FDL |
First Trust Morningstar Div... |
108 |
New |
$38.65 |
$269,000 |
6,981 |
0.15% |
269,000 |
6,981 |
0.008 |
Closed - End Fund - Debt |
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EMB |
iShares JPMorgan USD Emerg ... |
113 |
New |
$88.95 |
$247,000 |
2,752 |
0.14% |
247,000 |
2,752 |
0 |
Closed - End Fund - E... |
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AMAT |
Applied Materials Inc |
116 |
New |
$209.82 |
$231,000 |
1,118 |
0.13% |
231,000 |
1,118 |
0 |
Semiconductor Equipme... |
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CRWD |
Crowdstrike Holdings, Inc. |
119 |
New |
$329.55 |
$220,000 |
687 |
0.12% |
220,000 |
687 |
0.001 |
N/A |
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HD |
Home Depot Inc |
122 |
New |
$340.50 |
$210,000 |
548 |
0.12% |
210,000 |
548 |
0 |
Home Improvement Stores |
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SQ |
Square Inc |
123 |
New |
$71.20 |
$203,000 |
2,406 |
0.11% |
203,000 |
2,406 |
0 |
N/A |
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