News + Filings Holdings
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SWM Advisors
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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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Floto Paul Johnstone
| FLOT | ETF | 141,133 | 9,193 | 7,095,000 | 509,000 | 6.68 | |
Hist
| 09/30/2022 |
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VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 100,670 | 5,288 | 12,796,000 | 291,000 | 12.06 | |
Hist
| 09/30/2022 |
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Tesla, Inc.
| TSLA | COM | 3,732 | 2,488 | 990,000 | 152,000 | 0.93 | 0.00 |
Hist
| 09/30/2022 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 85,668 | 2,462 | 6,410,000 | 21,000 | 6.04 | |
Hist
| 09/30/2022 |
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iSHARES TRUST
| ICSH | Common | 133,095 | 274 | 6,656,000 | 10,000 | 6.27 | |
Hist
| 09/30/2022 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 561 | 9 | 200,000 | -8,000 | 0.19 | |
Hist
| 09/30/2022 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 77,995 | 2,102 | 5,731,000 | -162,000 | 5.40 | |
Hist
| 09/30/2022 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 421,171 | 12,990 | 15,314,000 | -1,340,000 | 14.43 | |
Hist
| 09/30/2022 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 129,127 | 2,954 | 42,392,000 | -1,375,000 | 39.94 | |
Hist
| 09/30/2022 |
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