News + Filings Holdings
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PROFESSIONAL PLANNING
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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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SCHWAB STRATEGIC TRUST
| SCHP | Common | 5,707 | 5,707 | 357,000 | 357,000 | 0.17 | |
Hist
| 09/30/2021 |
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GOLDMAN SACHS GROUP INC
| GS | Common | 752 | 752 | 284,000 | 284,000 | 0.14 | 0.00 |
Hist
| 09/30/2021 |
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PIMCO ETF Trust
| LDUR | Common | 2,583 | 2,583 | 263,000 | 263,000 | 0.13 | |
Hist
| 09/30/2021 |
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Blackstone Inc.
| BX | Stock | 1,876 | 1,876 | 218,000 | 218,000 | 0.10 | 0.00 |
Hist
| 09/30/2021 |
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XILINX INC
| XLNX | Common | 1,350 | 1,350 | 203,000 | 203,000 | 0.10 | 0.00 |
Hist
| 09/30/2021 |
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