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 STRATEGIC TRUST
| SCHZ | Common | 884,148 | -120,101 | 45,533,000 | -5,382,000 | 13.81 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHE | Common | 990,115 | -22,362 | 26,634,000 | 1,788,000 | 8.08 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 820,613 | -173,649 | 26,448,000 | -2,893,000 | 8.02 | |
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 |
SPDR SERIES TRUST
| FLRN | Common | 624,825 | -10,055 | 19,188,000 | -131,000 | 5.82 | |
Hist
| 03/31/2019 |
SCHWAB US LC ETF
| SCHX | ETF | 258,376 | 232,122 | 18,101,000 | 16,476,000 | 5.49 | |
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
| SCHO | Common | 260,853 | 219,709 | 13,063,000 | 11,011,000 | 3.96 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHV | Common | 190,475 | -67,309 | 10,735,000 | -2,412,000 | 3.26 | |
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 |
VANGUARD MUN BD FD INC
| VTEB | ETF | 160,709 | -67,432 | 8,363,000 | -3,295,000 | 2.54 | |
Hist
| 03/31/2019 |
WisdomTree Trust
| DLN | LARGECAP DIVID | 77,048 | 222 | 7,465,000 | 768,000 | 2.26 | |
Hist
| 03/31/2019 |
Kolli Sreelakshmi
| SHM | ETF | 109,529 | 18,181 | 5,302,000 | 903,000 | 1.61 | |
Hist
| 03/31/2019 |
VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 64,228 | 465 | 5,107,000 | 125,000 | 1.55 | |
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 |
iSHARES TRUST
| EMB | Common | 45,428 | 1,482 | 4,986,000 | 349,000 | 1.51 | |
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 |
Merck & Co., Inc.
| MRK | COM | 53,873 | 1,423 | 4,018,000 | 90,000 | 1.22 | 0.00 |
Hist
| 03/31/2019 |
EQUISHARES CORPORATION
| AOK | Common | 107,186 | 606 | 3,721,000 | 193,000 | 1.13 | |
Hist
| 03/31/2019 |
JPMORGAN CHASE & Co
| AMJ | Common | 135,514 | 9,063 | 3,465,000 | 372,000 | 1.05 | |
Hist
| 03/31/2019 |
Direxion Shares ETF Trust
| KNOW | Common | 85,491 | -55,624 | 3,391,000 | -1,696,000 | 1.03 | |
Hist
| 03/31/2019 |
PIMCO ETF Trust
| CORP | Common | 29,991 | -136 | 3,105,000 | 105,000 | 0.94 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| FNDC | Common | 93,893 | -19,349 | 2,997,000 | -370,000 | 0.91 | |
Hist
| 03/31/2019 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 24,533 | -8,296 | 2,724,000 | -852,000 | 0.83 | |
Hist
| 03/31/2019 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 46,669 | 3,041 | 2,676,000 | 460,000 | 0.81 | |
Hist
| 03/31/2019 |
WisdomTree Trust
| DON | MIDCAP DIVI FD | 71,179 | -2,481 | 2,613,000 | 143,000 | 0.79 | |
Hist
| 03/31/2019 |
iSHARES TRUST
| GNMA | Common | 37,396 | 2,123 | 1,836,000 | 116,000 | 0.56 | |
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 |
DBX ETF TRUST
| DBEF | Common | 40,689 | -15,096 | 1,315,000 | -295,000 | 0.40 | |
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 |
ISHARES U S ETF TR
| COMT | ETF | 32,256 | -5,746 | 1,094,000 | -115,000 | 0.33 | |
Hist
| 03/31/2019 |
Apple Inc.
| AAPL | Common | 4,476 | 54 | 928,000 | 255,000 | 0.28 | 0.00 |
Hist
| 03/31/2019 |
PIMCO ETF Trust
| MUNI | Common | 17,085 | -4,271 | 921,000 | -210,000 | 0.28 | |
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 |
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