Rocket


News + Filings
Holdings

NEXT Financial Group, Inc

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon293,83912,24652,177,00013,610,0003.430.00 Hist 12/31/2021
VANGUARD BOND INDEX FUNDS BNDCommon437,54312,86437,082,000606,0002.44  Hist 12/31/2021
iSHARES TRUST IVVCommon71,18025,81733,952,00014,450,0002.23  Hist 12/31/2021
VANGUARD SCOTTSDALE FUNDS VONECommon127,621-3,00527,929,0001,767,0001.84  Hist 12/31/2021
MICROSOFT CORP MSFTCommon68,4991,53223,037,0004,895,0001.510.00 Hist 12/31/2021
iSHARES TRUST ESGUCommon191,33988,87020,646,00010,555,0001.36  Hist 12/31/2021
AMAZON COM INC AMZNCommon4,48452114,949,0001,315,0000.980.00 Hist 12/31/2021
Tesla, Inc. TSLACOM13,82880614,613,0005,762,0000.960.00 Hist 12/31/2021
Vanguard BD Index Fund Inc Sho BSVCOM165,34435,73613,365,0002,716,0000.88  Hist 12/31/2021
iSHARES TRUST IUSBCommon246,52188,21213,048,0004,580,0000.86  Hist 12/31/2021
NVIDIA CORP NVDACommon40,38030,47211,876,0003,949,0000.780.00 Hist 12/31/2021
VANGUARD INDEX FUNDS VTICommon47,2325,45911,404,0002,096,0000.75  Hist 12/31/2021
iSHARES TRUST IJHCommon39,7232,60411,245,0001,270,0000.74  Hist 12/31/2021
INVESCO QQQ TRUST, SERIES 1 QQQETF26,423-32,64310,513,000-10,424,0000.69  Hist 12/31/2021
VANGUARD WORLD FDS HEALTH CAR VHTSTOCK38,04615,02210,137,0004,447,0000.67  Hist 12/31/2021
BERKSHIRE HATHAWAY INC BRK/BCommon33,3075,4609,959,0002,220,0000.65  Hist 12/31/2021
VANGUARD INDEX FUNDS VGTCommon21,6837,9419,935,0004,456,0000.65  Hist 12/31/2021
VANGUARD WORLD FUND VCRCommon28,4789,9059,701,0003,868,0000.64  Hist 12/31/2021
VANGUARD WORLD FUND VDCCommon48,46617,2109,687,0003,983,0000.64  Hist 12/31/2021
VANGUARD WORLD FUND VFHCommon99,64535,8509,623,0003,852,0000.63  Hist 12/31/2021
VANGUARD INDEX FUNDS VNQETF80,71831,5759,364,0004,361,0000.62  Hist 12/31/2021
VANGUARD SPECIALIZED FUNDS VIGCommon54,1088679,293,0001,052,0000.61  Hist 12/31/2021
iSHARES TRUST TIPCommon71,56023,7639,246,0003,127,0000.61  Hist 12/31/2021
VANGUARD WORLD FUND VDECommon115,34343,3848,952,0003,491,0000.59  Hist 12/31/2021
VANGUARD TAX-MANAGED FUNDS VEAFD170,76140,4358,719,0002,005,0000.57  Hist 12/31/2021
iSHARES TRUST HYGCommon98,013-23,7928,528,000-2,196,0000.56  Hist 12/31/2021
BILL Holdings, Inc. BILLCommon33,4726,1978,339,0003,343,0000.550.03 Hist 12/31/2021
VANGUARD WORLD FUND VPUCommon53,10923,8328,306,0004,243,0000.55  Hist 12/31/2021
VANGUARD WORLD FUND VAWMATERIALS ETF41,95217,7748,259,0003,888,0000.54  Hist 12/31/2021
VANGUARD WORLD FUND VISCommon40,31916,5938,183,0003,522,0000.54  Hist 12/31/2021
VANGUARD STAR FUNDS VXUSCommon120,38114,4917,653,000698,0000.50  Hist 12/31/2021
VANGUARD SCOTTSDALE FUNDS VTWOCommon84,8314,1307,618,000148,0000.50  Hist 12/31/2021
VANGUARD BOND INDEX FUNDS BLVCommon73,90145,1327,606,0004,642,0000.50  Hist 12/31/2021
Vanguard Growth ETF VUGETF22,4386,4427,200,0002,612,0000.47  Hist 12/31/2021
VANGUARD INDEX FUNDS VTVCommon48,29511,5397,105,0002,053,0000.47  Hist 12/31/2021
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy