| |
|
|
| Name: |
Turtle Creek Wealth Advisors LLC |
| City: |
Dallas |
| State: |
TX |
| Zip: |
75201 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
New 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 |
|
VMBS |
Vanguard Mortgage-Backed S |
125 |
New |
$45.06 |
$279,000 |
6,120 |
0.07% |
279,000 |
6,120 |
0 |
Closed - End Fund - Debt |
|
|
ORCC |
Owl Rock Capital Corp |
129 |
New |
$0.00 |
$268,000 |
17,437 |
0.07% |
268,000 |
17,437 |
0.005 |
N/A |
|
|
DFEB |
Ft Cboe Vest Us Equity Deep... |
149 |
New |
$0.00 |
$165,000 |
4,208 |
0.04% |
165,000 |
4,208 |
0.026 |
N/A |
|
|
GFEB |
Ft Cboe Vest Us Equity Mode... |
157 |
New |
$0.00 |
$103,000 |
2,985 |
0.03% |
103,000 |
2,985 |
0.045 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
162 |
New |
$0.00 |
$74,000 |
791 |
0.02% |
74,000 |
791 |
0 |
N/A |
|
|
VT |
Vanguard Total World Stock ... |
174 |
New |
$111.24 |
$20,000 |
181 |
0% |
20,000 |
181 |
0 |
Closed - End Fund - E... |
|
|
LBTYA |
Liberty Global Inc |
177 |
New |
$16.95 |
$14,000 |
804 |
0% |
14,000 |
804 |
0 |
CATV Systems |
|
|
XSD |
streetTRACKS Series Trust -... |
183 |
New |
$234.79 |
$6,000 |
24 |
0% |
6,000 |
24 |
0 |
Closed - End Fund - E... |
|
|
IYH |
iShares Dow Jones US Health... |
184 |
New |
$60.46 |
$4,000 |
70 |
0% |
4,000 |
70 |
0.001 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
185 |
New |
$161.93 |
$4,000 |
24 |
0% |
4,000 |
24 |
0 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
186 |
New |
$110.40 |
$3,000 |
23 |
0% |
3,000 |
23 |
0 |
Closed - End Fund - E... |
|
