News + Filings Holdings
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Whitaker-Myers Wealth Managers, LTD.
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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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WisdomTree Trust
| EPI | Common | 138,189 | 138,189 | 5,079,828,000 | 5,079,828,000 | 3.15 | |
Hist
| 09/30/2023 |
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VanEck ETF Trust
| ISRA | Common | 135,018 | 135,018 | 4,527,734,000 | 4,527,734,000 | 2.81 | |
Hist
| 09/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 13,712 | 13,712 | 1,456,249,000 | 1,456,249,000 | 0.90 | |
Hist
| 09/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 4,456 | 4,456 | 763,898,000 | 763,898,000 | 0.47 | |
Hist
| 09/30/2023 |
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iShares MSCI Japan ETF
| EWJ | common | 8,267 | 8,267 | 498,390,000 | 498,390,000 | 0.31 | |
Hist
| 09/30/2023 |
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TD SYNNEX CORP
| SNX | COM | 2,218 | 2,218 | 221,527,000 | 221,527,000 | 0.14 | 0.00 |
Hist
| 09/30/2023 |
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NVIDIA CORP
| NVDA | Common | 504 | 504 | 219,092,000 | 219,092,000 | 0.14 | 0.00 |
Hist
| 09/30/2023 |
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APA Corp
| APA | Common | 5,064 | 5,064 | 208,145,000 | 208,145,000 | 0.13 | 0.00 |
Hist
| 09/30/2023 |
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Mobileye Global Inc.
| MBLY | Common | 4,980 | 4,980 | 206,919,000 | 206,919,000 | 0.13 | 0.01 |
Hist
| 09/30/2023 |
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