News + Filings Holdings
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WEALTH MANAGEMENT RESOURCES, 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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SPDR SERIES TRUST
| LGLV | Common | 1,452 | -1,664 | 204,283,000 | 203,875,000 | 0.12 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 3,558 | -8,299 | 238,718,000 | 237,978,000 | 0.14 | |
Hist
| 06/30/2023 |
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DGROYAL, LLC
| DGRO | ETF | 6,519 | -1 | 355,955,000 | 355,644,000 | 0.21 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SPYV | S&P 500 VALUE | 11,655 | -609 | 503,497,000 | 503,045,000 | 0.29 | |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 19,488 | -159,065 | 924,163,000 | 915,214,000 | 0.54 | |
Hist
| 06/30/2023 |
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Floto Paul Johnstone
| FLOT | ETF | 87,480 | -38,355 | 4,445,772,000 | 4,439,490,000 | 2.59 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DGRW | Common | 182,831 | -4,289 | 12,187,571,000 | 12,176,847,000 | 7.09 | |
Hist
| 06/30/2023 |
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