News + Filings Holdings
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Wescott Financial Advisory Group, 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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SCHWAB STRATEGIC TRUST
| FNDX | Common | 0 | -9,465 | 0 | -519,815,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 0 | -3,465 | 0 | -255,827,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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betwixtNBetween, LLC
| XTN | ETF | 0 | -3,333 | 0 | -241,566,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| VLU | Common | 0 | -1,525 | 0 | -216,624,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMGEN INC
| AMGN | Common | 0 | -888 | 0 | -214,709,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 0 | -1,726 | 0 | -211,718,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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