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  Name: Fox Financial Inc
  City: Wyomissing
  State: PA
  Zip: 19610
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $104,425,000
  Total Value Change : $0
  Securities Held Change :
   
All Securities Held : 13
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... - $61.53 $19,322,000 330,566 % 0 0 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $424.59 $17,930,000 43,783 % 0 0 0    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... - $70.09 $16,768,000 252,599 % 0 0 0.107    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector - $196.27 $16,033,000 83,297 % 0 0 0    N/A
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 - $40.67 $15,395,000 364,990 % 0 0 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx - $79.62 $10,494,000 135,005 % 0 0 0    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... - $0.00 $5,298,000 103,051 % 0 0 0    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... - $0.00 $1,175,000 32,158 % 0 0 0.036    N/A
   (XSHQ)1 Year Chart         XSHQ Powershares S&p Smallcap Qu... - $0.00 $528,000 13,238 % 0 0 0    N/A
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... - $70.32 $487,000 7,485 % 0 0 0    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER - $200.80 $355,000 1,858 % 0 0 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $57.13 $341,000 1,231 % 0 0 0    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... - $73.00 $299,000 4,260 % 0 0 0    N/A

      13 Records Found
  1    
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