News + Filings Holdings
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AFFINIA FINANCIAL GROUP, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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2KSOUNDS CORP
| TWOK | Common | 84,079 | 84,079 | 3,401,816,000 | 3,401,816,000 | 2.36 | |
Hist
| 06/30/2023 |
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iShares MSCI KLD 400 Social ETF
| DSI | common | 18,414 | 18,414 | 1,576,791,000 | 1,576,791,000 | 1.09 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 2,328 | 2,328 | 522,635,000 | 522,635,000 | 0.36 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 10,030 | 10,030 | 450,046,000 | 450,046,000 | 0.31 | |
Hist
| 06/30/2023 |
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UNION PACIFIC CORP
| UNP | Common | 1,098 | 1,098 | 252,760,000 | 252,760,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 518 | 518 | 234,199,000 | 234,199,000 | 0.16 | |
Hist
| 06/30/2023 |
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DNP SELECT INCOME FUND INC
| DNP | Common | 22,000 | 22,000 | 223,080,000 | 223,080,000 | 0.15 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 1,836 | 1,836 | 212,412,000 | 212,412,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
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