News + Filings Holdings
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Leverty Financial 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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TARGET CORP
| TGT | Common | 1,714 | -461 | 226,104,000 | -98,089,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHM | Common | 4,116 | -953 | 292,359,000 | -40,218,000 | 0.21 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 13,069 | -31 | 1,302,298,000 | 62,541,000 | 0.95 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 946 | -18 | 322,257,000 | 90,995,000 | 0.23 | 0.00 |
Hist
| 06/30/2023 |
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EXACT SCIENCES CORP
| EXAS | Common | 4,000 | -150 | 375,600,000 | 170,133,000 | 0.27 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 16,482 | -507 | 4,309,714,000 | 200,244,000 | 3.14 | |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 51,147 | -2,005 | 3,708,158,000 | 219,261,000 | 2.70 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 10,283 | -58 | 4,558,248,000 | 603,539,000 | 3.32 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 47,861 | -807 | 21,332,312,000 | 2,633,548,000 | 15.55 | |
Hist
| 06/30/2023 |
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