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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 : 2024-03-31
  Total Value : $110,411,000
  Total Value Change : $5,986,000
  Securities Held Change : 0
   
All Securities Held : 13
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 4
  Unchanged Positions : 1
  Decreased Positions : 8

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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     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
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 9 - $74.74 $548,000 7,493 0.5% 61,000 8 0    Closed - End Fund - E...
   (XSHQ)1 Year Chart         XSHQ Powershares S&p Smallcap Qu... 10 - $0.00 $546,000 13,268 0.49% 18,000 30 0.147    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 12 - $60.26 $374,000 6,155 0.34% 33,000 4,924 0.003    Closed - End Fund - E...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 13 - $76.60 $325,000 4,268 0.29% 26,000 8 0.003    N/A

      4 Records Found
  1    
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