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| Name: |
Peloton Wealth Strategists |
| City: |
BLOOMINGTON |
| State: |
IN |
| Zip: |
47404 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
IWS |
iShares Tr Rssll Midcap Valu |
52 |
New |
$122.22 |
$1,454,000 |
12,501 |
0.63% |
1,454,000 |
12,501 |
0.01 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
53 |
New |
$175.05 |
$1,450,000 |
8,776 |
0.63% |
1,450,000 |
8,776 |
0.003 |
Closed - End Fund - E... |
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VEEV |
Veeva Systems Inc |
74 |
New |
$201.77 |
$460,000 |
2,390 |
0.2% |
460,000 |
2,390 |
0.002 |
Healthcare Informatio... |
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FANG |
Diamondback Energy, Inc. |
75 |
New |
$203.22 |
$419,000 |
2,700 |
0.18% |
419,000 |
2,700 |
0.001 |
Independent Oil & Gas |
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IJR |
iShares Core S&P Small-Cap |
81 |
New |
$108.26 |
$304,000 |
2,809 |
0.13% |
304,000 |
2,809 |
0 |
Closed - End Fund - E... |
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MBIN |
Merchants Bancorp |
82 |
New |
$0.00 |
$303,000 |
7,125 |
0.13% |
303,000 |
7,125 |
0.025 |
N/A |
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SCZ |
ISHARES MSCI EAFE SM |
83 |
New |
$63.15 |
$302,000 |
4,871 |
0.13% |
302,000 |
4,871 |
0.003 |
Closed - End Fund - E... |
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INTU |
Intuit Inc |
87 |
New |
$632.43 |
$248,000 |
397 |
0.11% |
248,000 |
397 |
0 |
Application Software |
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