WealthStone, Inc. [Rocket]

Holdings

WealthStone, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	ACWI	Common Stock	7,398	-7,545	703,000	-653,000	0.25		Hist	03/31/2021
iSHARES TRUST	IWM	Common	1,353	-1,014	299,000	-165,000	0.10		Hist	03/31/2021
PROCTER & GAMBLE Co	PG	Common	13,499	-695	1,828,000	-147,000	0.64	0.00	Hist	03/31/2021
SCHWAB STRATEGIC TRUST	SCHG	Common	2,069	-1,000	268,000	-126,000	0.09		Hist	03/31/2021
Salesforce, Inc.	CRM	Common	4,285	-66	907,000	-61,000	0.32	0.00	Hist	03/31/2021
Walmart Inc.	WMT	Common	6,224	-4	845,000	-53,000	0.29	0.00	Hist	03/31/2021
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	21,522	-1,370	1,632,000	-38,000	0.57		Hist	03/31/2021
BECTON DICKINSON & CO	BDX	Common	1,173	-100	285,000	-34,000	0.10	0.00	Hist	03/31/2021
NEXTERA ENERGY INC	FPL	common	10,616	-8	802,000	-18,000	0.28	0.00	Hist	03/31/2021
Sanofi	SNY	Common	5,202	-328	257,000	-12,000	0.09	0.00	Hist	03/31/2021
CHUNGHWA TELECOM CO LTD	CHT	ADR	5,687	-132	222,000	-3,000	0.08	0.00	Hist	03/31/2021
Enel Chile S.A.	ENIC	SPON ADR	13,426	-52	52,000	0	0.02		Hist	03/31/2021
HUMANA INC	HUM	Common	554	-3	232,000	3,000	0.08	0.00	Hist	03/31/2021
UNITED MICROELECTRONICS CORP	UMC	ADR	35,264	-1,089	321,000	15,000	0.11		Hist	03/31/2021
3M CO	MMM	Common	2,185	-94	421,000	23,000	0.15	0.00	Hist	03/31/2021
iSHARES TRUST	IJJ	Common	5,201	-48	530,000	77,000	0.18		Hist	03/31/2021
VANGUARD INDEX FUNDS	VB	ETF	4,283	-1	916,000	82,000	0.32		Hist	03/31/2021
iSHARES TRUST	IWB	Common	69,573	-776	15,572,000	669,000	5.43		Hist	03/31/2021

Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy