News + Filings Holdings
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Spotlight Asset Group, Inc.
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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
| IVV | Common | 20,269 | 322 | 9,034,096,000 | 9,026,600,000 | 8.09 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 66,915 | 30,268 | 6,554,324,000 | 6,550,888,000 | 5.87 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVE | Common | 33,831 | 656 | 5,453,219,000 | 5,448,699,000 | 4.89 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 86,227 | 1,634 | 4,250,129,000 | 4,246,453,000 | 3.81 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 3,477 | 1,865 | 1,284,473,000 | 1,284,029,000 | 1.15 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 6,701 | 656 | 802,110,000 | 801,499,000 | 0.72 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 2,738 | 501 | 398,215,000 | 397,942,000 | 0.36 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 782 | 275 | 375,860,000 | 375,589,000 | 0.34 | 0.00 |
Hist
| 06/30/2023 |
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