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| Name: |
Gimbal Financial |
| City: |
CARMEL |
| State: |
IN |
| Zip: |
46032 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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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 |
|
DGRO |
iShares Core Dividend Growth |
2 |
New |
$58.29 |
$19,441,000 |
334,851 |
15.91% |
19,441,000 |
334,851 |
0.11 |
N/A |
|
|
IDU |
iShares Dow Jones US Utilities |
8 |
New |
$91.94 |
$3,491,000 |
41,308 |
2.86% |
3,491,000 |
41,308 |
0.779 |
Closed - End Fund - E... |
|
|
IYT |
iShares DJ Trnsp Avg Indx Fd |
15 |
New |
$0.00 |
$1,143,000 |
16,240 |
0.94% |
1,143,000 |
16,240 |
0.282 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
41 |
New |
$224.56 |
$237,000 |
1,150 |
0.19% |
237,000 |
1,150 |
0 |
Closed - End Fund - E... |
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MPC |
Marathon Petroleum Corp |
42 |
New |
$176.08 |
$227,000 |
1,129 |
0.19% |
227,000 |
1,129 |
0 |
Oil & Gas Refining, P... |
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SCHD |
Schwab US Dividend Equity ETF |
45 |
New |
$79.68 |
$212,000 |
2,625 |
0.17% |
212,000 |
2,625 |
0.001 |
N/A |
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MDY |
Standrd Poor Mdcp 400 SPDR |
46 |
New |
$551.70 |
$211,000 |
379 |
0.17% |
211,000 |
379 |
0.001 |
Closed - End Fund - E... |
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