News + Filings Holdings
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DOPKINS 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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Vanguard Growth ETF
| VUG | ETF | 14,549 | 1,012 | 4,116,785,000 | 740,116,000 | 3.67 | |
Hist
| 06/30/2023 |
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AMERICAN CENTY ETF TR
| AVEM | Common | 64,768 | 5,318 | 3,485,146,000 | 340,835,000 | 3.10 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IMTM | Common | 23,967 | 9,590 | 795,704,000 | 331,055,000 | 0.71 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 15,320 | 497 | 3,519,594,000 | 311,801,000 | 3.13 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VNQI | Common | 14,108 | 1,294 | 567,001,000 | 47,137,000 | 0.51 | |
Hist
| 06/30/2023 |
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M&T BANK CORP
| MTB | Common | 3,918 | 62 | 484,908,000 | 23,806,000 | 0.43 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 2,397 | 15 | 340,640,000 | 11,723,000 | 0.30 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 6,848 | 177 | 335,119,000 | 11,382,000 | 0.30 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDC | Common | 7,302 | 52 | 242,367,000 | 2,177,000 | 0.22 | |
Hist
| 06/30/2023 |
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