News + Filings Holdings
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Live Your Vision, 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 |
SCHWAB US LC ETF
| SCHX | ETF | 258,376 | 232,122 | 18,101,000 | 16,476,000 | 5.49 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHO | Common | 260,853 | 219,709 | 13,063,000 | 11,011,000 | 3.96 | |
Hist
| 03/31/2019 |
iSHARES TRUST
| IVW | S&P500 GRW | 108,751 | 7,853 | 19,356,000 | 3,632,000 | 5.87 | |
Hist
| 03/31/2019 |
WisdomTree Trust
| DGRW | Common | 396,503 | 37,581 | 17,624,000 | 3,475,000 | 5.35 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 116,487 | 8,415 | 9,633,000 | 1,887,000 | 2.92 | |
Hist
| 03/31/2019 |
Schwab Fundamental International Large Company Index
| FNDF | ETF | 175,336 | 29,991 | 4,991,000 | 1,163,000 | 1.51 | |
Hist
| 03/31/2019 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 7,764 | 4,378 | 1,477,000 | 933,000 | 0.45 | |
Hist
| 03/31/2019 |
Kolli Sreelakshmi
| SHM | ETF | 109,529 | 18,181 | 5,302,000 | 903,000 | 1.61 | |
Hist
| 03/31/2019 |
Schwab US Dividend Equity ETF
| SCHD | ETF | 78,023 | 5,952 | 4,260,000 | 772,000 | 1.29 | |
Hist
| 03/31/2019 |
WisdomTree Trust
| DLN | LARGECAP DIVID | 77,048 | 222 | 7,465,000 | 768,000 | 2.26 | |
Hist
| 03/31/2019 |
Alphabet Inc.
| GOOGL | COM | 484 | 373 | 614,000 | 496,000 | 0.19 | 0.00 |
Hist
| 03/31/2019 |
Floto Paul Johnstone
| FLOT | ETF | 11,479 | 9,657 | 584,000 | 492,000 | 0.18 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 46,669 | 3,041 | 2,676,000 | 460,000 | 0.81 | |
Hist
| 03/31/2019 |
PFIZER INC
| PFE | Common | 14,049 | 10,590 | 553,000 | 405,000 | 0.17 | 0.00 |
Hist
| 03/31/2019 |
JPMORGAN CHASE & Co
| AMJ | Common | 135,514 | 9,063 | 3,465,000 | 372,000 | 1.05 | |
Hist
| 03/31/2019 |
iSHARES TRUST
| EMB | Common | 45,428 | 1,482 | 4,986,000 | 349,000 | 1.51 | |
Hist
| 03/31/2019 |
Alphabet Inc.
| GOOG | COM | 364 | 254 | 460,000 | 344,000 | 0.14 | 0.00 |
Hist
| 03/31/2019 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 11,836 | 3,144 | 854,000 | 288,000 | 0.26 | |
Hist
| 03/31/2019 |
Apple Inc.
| AAPL | Common | 4,476 | 54 | 928,000 | 255,000 | 0.28 | 0.00 |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHB | Common | 11,775 | 2,473 | 829,000 | 249,000 | 0.25 | |
Hist
| 03/31/2019 |
EQUISHARES CORPORATION
| AOK | Common | 107,186 | 606 | 3,721,000 | 193,000 | 1.13 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHC | Common | 38,045 | 2,890 | 1,263,000 | 187,000 | 0.38 | |
Hist
| 03/31/2019 |
WisdomTree Trust
| DES | SMALLCAP DIVID | 43,665 | 2,812 | 1,231,000 | 148,000 | 0.37 | |
Hist
| 03/31/2019 |
VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 64,228 | 465 | 5,107,000 | 125,000 | 1.55 | |
Hist
| 03/31/2019 |
iSHARES TRUST
| GNMA | Common | 37,396 | 2,123 | 1,836,000 | 116,000 | 0.56 | |
Hist
| 03/31/2019 |
EXXON MOBIL CORP
| XOM | Common | 7,517 | 265 | 626,000 | 106,000 | 0.19 | 0.00 |
Hist
| 03/31/2019 |
Merck & Co., Inc.
| MRK | COM | 53,873 | 1,423 | 4,018,000 | 90,000 | 1.22 | 0.00 |
Hist
| 03/31/2019 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 1,954 | 30 | 572,000 | 74,000 | 0.17 | |
Hist
| 03/31/2019 |
VANGUARD BOND INDEX FUNDS
| BND | Common | 8,935 | 725 | 720,000 | 69,000 | 0.22 | |
Hist
| 03/31/2019 |
Philip Morris International Inc.
| PM | Common | 1,414 | 449 | 120,000 | 53,000 | 0.04 | 0.00 |
Hist
| 03/31/2019 |
iSHARES TRUST
| SCZ | Common | 9,848 | 80 | 583,000 | 52,000 | 0.18 | |
Hist
| 03/31/2019 |
MICROSOFT CORP
| MSFT | Common | 1,626 | 144 | 204,000 | 52,000 | 0.06 | 0.00 |
Hist
| 03/31/2019 |
NORFOLK SOUTHERN CORP
| NSC | Common | 1,156 | 20 | 233,000 | 47,000 | 0.07 | 0.00 |
Hist
| 03/31/2019 |
SPDR INDEX SHARES FUNDS
| RWO | Common | 3,210 | 783 | 158,000 | 46,000 | 0.05 | |
Hist
| 03/31/2019 |
Chemours Co
| CC | COM | 4,993 | 295 | 198,000 | 39,000 | 0.06 | 0.00 |
Hist
| 03/31/2019 |
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