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| Name: |
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
| City: |
PITTSBURGH |
| State: |
PA |
| Zip: |
15222 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Increased Positions |
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Page 1 of 1 |
Menu
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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 |
|
SCHX |
Schwab Strategic Trust |
1 |
- |
$62.29 |
$7,156,000 |
115,316 |
11.71% |
1,168,000 |
9,139 |
0.004 |
Closed - End Fund - Debt |
|
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VEA |
Vanguard Europe Pacific ETF |
2 |
- |
$49.56 |
$7,070,000 |
140,929 |
11.57% |
409,000 |
1,875 |
0.006 |
Closed - End Fund - F... |
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IWB |
ishares trust Russell 1000 |
3 |
- |
$288.55 |
$6,195,000 |
21,509 |
10.14% |
666,000 |
425 |
0.016 |
Closed - End Fund - E... |
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DFCF |
Dfa Dimensional Core Fixed ... |
5 |
- |
$0.00 |
$3,030,000 |
72,231 |
4.96% |
36,000 |
1,629 |
0.08 |
N/A |
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DFVX |
Dimensional Us Large Cap Ve... |
9 |
- |
$0.00 |
$1,928,000 |
30,777 |
3.15% |
697,000 |
8,846 |
0.342 |
N/A |
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MDY |
Standrd Poor Mdcp 400 SPDR |
16 |
- |
$539.89 |
$864,000 |
1,552 |
1.41% |
95,000 |
37 |
0.004 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
22 |
- |
$453.66 |
$632,000 |
1,424 |
1.03% |
168,000 |
290 |
0 |
Closed - End Fund - Debt |
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LLY |
Eli Lilly & Co |
24 |
- |
$808.45 |
$561,000 |
721 |
0.92% |
171,000 |
52 |
0 |
Drug Manufacturers - ... |
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WMT |
Wal-Mart Stores Inc |
25 |
- |
$60.24 |
$547,000 |
9,099 |
0.89% |
69,000 |
6,066 |
0 |
Discount, Variety Stores |
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IVV |
iShares Core S&P 500 Etf |
26 |
- |
$528.64 |
$523,000 |
994 |
0.86% |
71,000 |
48 |
0 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
34 |
- |
$80.39 |
$399,000 |
5,001 |
0.65% |
71,000 |
654 |
0.001 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
51 |
- |
$42.90 |
$236,000 |
5,749 |
0.39% |
6,000 |
25 |
0 |
Closed - End Fund - E... |
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