News + Filings Holdings
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ML & R WEALTH MANAGEMENT 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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iSHARES TRUST
| STIP | Common | 0 | -7,936 | 0 | -805,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SDY | Common | 0 | -6,696 | 0 | -795,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 0 | -20,140 | 0 | -585,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COLGATE PALMOLIVE CO
| CL | Common | 0 | -4,822 | 0 | -386,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 0 | -5,860 | 0 | -239,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 0 | -4,971 | 0 | -207,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ANNALY CAPITAL MANAGEMENT INC
| NLY | Common | 0 | -10,000 | 0 | -59,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TWO HARBORS INVESTMENT CORP.
| TWO | COM | 0 | -10,000 | 0 | -50,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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