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SEC Filings
Last10K.com | 13F-HR Institutional Manager Holdings Report Thu Apr 14 2022
Newest Stocks
780259305 +$3.07M
XLE +$224K
RCL +$205K
XLE +$224K
RCL +$205K
Biggest Buys
AVGO +6%
ADBE +6%
AAPL +5%
ADBE +6%
AAPL +5%
Largest Sells
RDSA -$2.40M
NFLX -$252K
FB -$203K
NFLX -$252K
FB -$203K
Portfolio Holdings
Portfolio Value: $346.01M
Previous Value: $354.60M
Value Change: 2.42%
Previous Value: $354.60M
Value Change: 2.42%
Filter By:
| CUSIP Ticker |
Issuer Class |
Sector Industry |
Value (USD) Weight |
Change % Shares ( Amount ) |
Tags Filters |
|---|---|---|---|---|---|
|
464287630 IWN |
iShares Russell 2000 Value COM |
|
$14.14M 4.09% |
2.01% 87,585 ( +1723 ) |
INCREASE |
|
594918104 MSFT |
Microsoft COM |
Services and Technology Prepackaged Software |
$10.16M 2.93% |
3.04% 32,939 ( -1032 ) |
DECREASE |
|
464288646 IGSB |
iShares Short-Term Corp Bond ETF COM |
|
$9.63M 2.78% |
1.24% 186,279 ( -2347 ) |
DECREASE |
|
02079K305 GOOGL |
Alphabet (Google) A COM |
Services and Technology Computer Programming Data Processing |
$9.52M 2.75% |
0.18% 3,424 ( +6 ) |
INCREASE |
|
46432F842 IEFA |
iShares Core MSCI EAFE COM |
|
$9.20M 2.66% |
5.00% 132,410 ( +6300 ) |
INCREASE |
|
921937827 BSV |
Vanguard Short-Term Bond Idx ETF COM |
|
$9.15M 2.64% |
1.81% 117,464 ( -2160 ) |
DECREASE |
|
478160104 JNJ |
Johnson & Johnson COM |
Manufacturing Pharmaceutical Preparations |
$8.29M 2.40% |
1.01% 46,765 ( +469 ) |
INCREASE |
|
037833100 AAPL |
Apple COM |
Manufacturing Electronic Computers |
$8.15M 2.36% |
5.33% 46,696 ( +2365 ) |
INCREASE |
|
00287Y109 ABBV |
Abbvie Inc COM |
Manufacturing Pharmaceutical Preparations |
$7.95M 2.30% |
1.01% 49,014 ( -498 ) |
DECREASE |
|
742718109 PG |
Procter & Gamble COM |
Manufacturing Soap Detergents Cleang Preparations Perfumes Cosmetics |
$7.51M 2.17% |
0.67% 49,129 ( +325 ) |
INCREASE |
|
92826C839 V |
Visa COM |
Services and Technology Business Services |
$6.74M 1.95% |
0.86% 30,402 ( +260 ) |
INCREASE |
|
922042858 VWO |
Vanguard Emerging Markets COM |
|
$6.34M 1.83% |
0.28% 137,358 ( +385 ) |
INCREASE |
|
46434G103 IEMG |
iShares Core MSCI Emerging Markets COM |
|
$6.23M 1.80% |
3.95% 112,159 ( +4265 ) |
INCREASE |
|
031162100 AMGN |
Amgen COM |
Manufacturing Biological Products No Disgnostic Substances |
$6.11M 1.77% |
1.49% 25,283 ( +370 ) |
INCREASE |
|
87612E106 TGT |
Target COM |
Retail Trade Retail Variety Stores |
$6.04M 1.75% |
1.72% 28,472 ( +482 ) |
INCREASE |
|
75513E101 RTX |
Raytheon Technologies Co COM |
Manufacturing Aircraft Engines And Engine Parts |
$5.82M 1.68% |
0.08% 58,734 ( -45 ) |
DECREASE |
|
166764100 CVX |
Chevron COM |
Manufacturing Petroleum Refining |
$5.79M 1.67% |
2.51% 35,549 ( -915 ) |
DECREASE |
|
46625H100 JPM |
JP Morgan Chase COM |
Finance, Insurance and Real Estate National Commercial Banks |
$5.65M 1.63% |
1.09% 41,429 ( +448 ) |
INCREASE |
|
68389X105 ORCL |
Oracle COM |
Services and Technology Prepackaged Software |
$5.63M 1.63% |
0.54% 68,043 ( +363 ) |
INCREASE |
|
126650100 CVS |
CVS Health COM |
Retail Trade Retail Drug Stores And Proprietary Stores |
$5.44M 1.57% |
0.12% 53,776 ( -64 ) |
DECREASE |
|
713448108 PEP |
Pepsico COM |
Manufacturing Beverages |
$5.44M 1.57% |
0.82% 32,511 ( +264 ) |
INCREASE |
|
22160K105 COST |
Costco COM |
Retail Trade Retail Variety Stores |
$5.34M 1.54% |
2.21% 9,279 ( -210 ) |
DECREASE |
|
31428X106 FDX |
FedEx COM |
Transportation, Telecom and Public Utilities Air Courier Services |
$5.33M 1.54% |
1.76% 23,028 ( +398 ) |
INCREASE |
|
50540R409 LH |
Lab Corp of America COM |
Services and Technology Medical Laboratories |
$4.69M 1.35% |
0.84% 17,776 ( -151 ) |
DECREASE |
|
57636Q104 MA |
Mastercard Inc COM |
Services and Technology Business Services |
$4.66M 1.35% |
0.94% 13,044 ( -124 ) |
DECREASE |
|
863667101 SYK |
Stryker COM |
Manufacturing Surgical And Medical Instruments And Apparatus |
$4.64M 1.34% |
0.26% 17,335 ( -46 ) |
DECREASE |
|
025816109 AXP |
American Express COM |
Finance, Insurance and Real Estate Finance Services |
$4.53M 1.31% |
0.06% 24,245 ( +15 ) |
INCREASE |
|
458140100 INTC |
Intel COM |
Manufacturing Semiconductors And Related Devices |
$4.42M 1.28% |
0.79% 89,141 ( +695 ) |
INCREASE |
|
464287721 IYW |
iShares Dow Jones US Tech Sector COM |
|
$4.40M 1.27% |
0.26% 42,662 ( -110 ) |
DECREASE |
|
949746101 WFC |
Wells Fargo COM |
Finance, Insurance and Real Estate National Commercial Banks |
$4.36M 1.26% |
1.03% 89,921 ( -940 ) |
DECREASE |
|
060505104 BAC |
Bank of America COM |
Finance, Insurance and Real Estate National Commercial Banks |
$4.05M 1.17% |
1.42% 98,148 ( +1375 ) |
INCREASE |
|
17275R102 CSCO |
Cisco Systems COM |
Manufacturing Computer Communications Equipment |
$4.04M 1.17% |
0.06% 72,462 ( +45 ) |
INCREASE |
|
756109104 O |
Realty Income Corp COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$4.03M 1.17% |
2.62% 58,176 ( +1487 ) |
INCREASE |
|
053484101 AVB |
Avalonbay Community COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$3.90M 1.13% |
2.28% 15,691 ( +350 ) |
INCREASE |
|
74460D109 PSA |
Public Storage COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$3.85M 1.11% |
0.38% 9,873 ( +37 ) |
INCREASE |
|
101121101 BXP |
Boston Properties COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$3.83M 1.11% |
2.09% 29,712 ( +608 ) |
INCREASE |
|
92343V104 VZ |
Verizon COM |
Transportation, Telecom and Public Utilities Telephone Communications No Radiotelephone |
$3.76M 1.09% |
1.88% 73,835 ( +1360 ) |
INCREASE |
|
464287465 EFA |
iShares MSCI EAFE COM |
|
$3.66M 1.06% |
5.16% 49,765 ( -2707 ) |
DECREASE |
|
922908553 VNQ |
Vanguard REIT COM |
|
$3.62M 1.05% |
0.01% 33,440 ( -4 ) |
DECREASE |
|
922908363 VOO |
Vanguard 500 Index ETF COM |
|
$3.61M 1.04% |
0.68% 8,685 ( +59 ) |
INCREASE |
|
88579Y101 MMM |
3M Company COM |
Manufacturing Surgical And Medical Instruments And Apparatus |
$3.57M 1.03% |
3.19% 23,979 ( +741 ) |
INCREASE |
|
254687106 DIS |
Walt Disney COM |
Services and Technology Miscellaneous Amusement And Recreation |
$3.32M 0.96% |
0.33% 24,173 ( -79 ) |
DECREASE |
|
30231G102 XOM |
Exxon Mobil COM |
Manufacturing Petroleum Refining |
$3.30M 0.95% |
0.25% 39,917 ( -99 ) |
DECREASE |
|
42250P103 PEAK |
Healthpeak Properties Inc COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$3.26M 0.94% |
2.86% 94,922 ( +2640 ) |
INCREASE |
|
828806109 SPG |
Simon Property Group COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$3.12M 0.90% |
3.52% 23,694 ( +806 ) |
INCREASE |
|
00206R102 T |
AT&T COM |
Transportation, Telecom and Public Utilities Telephone Communications No Radiotelephone |
$3.10M 0.90% |
1.12% 131,132 ( +1455 ) |
INCREASE |
|
780259305 |
Shell PLC COM |
|
$3.07M 0.89% |
100.00% 55,845 ( +55845 ) |
NEW |
|
437076102 HD |
Home Depot COM |
Retail Trade Retail Lumber And Other Building Materials Dealers |
$3.06M 0.88% |
4.60% 10,228 ( +450 ) |
INCREASE |
|
064058100 BK |
Bank of NY Mellon COM |
Finance, Insurance and Real Estate State Commercial Banks |
$2.95M 0.85% |
0.16% 59,506 ( -96 ) |
DECREASE |
|
192446102 CTSH |
Cognizant Technology COM |
Services and Technology Computer Programming Services |
$2.80M 0.81% |
0.07% 31,234 ( -22 ) |
DECREASE |
|
88160R101 TSLA |
Tesla Motors COM |
Manufacturing Motor Vehicles And Passenger Car Bodies |
$2.71M 0.78% |
5.81% 2,512 ( -155 ) |
DECREASE |
|
717081103 PFE |
Pfizer COM |
Manufacturing Pharmaceutical Preparations |
$2.69M 0.78% |
0.17% 51,944 ( +87 ) |
INCREASE |
|
G5960L103 MDT |
Medtronic COM |
Manufacturing Electromedical And Electrotherapeutic Apparatus |
$2.66M 0.77% |
0.96% 23,967 ( +227 ) |
INCREASE |
|
464287200 IVV |
iShares S&P 500 COM |
|
$2.63M 0.76% |
1.60% 5,799 ( -94 ) |
DECREASE |
|
110122108 BMY |
Bristol-Myers Squibb COM |
Manufacturing Pharmaceutical Preparations |
$2.50M 0.72% |
2.03% 34,249 ( +680 ) |
INCREASE |
|
291011104 EMR |
Emerson Electric COM |
Manufacturing Electronic And Other Electrical Equipment No Computer Equip |
$2.48M 0.72% |
0.53% 25,306 ( -136 ) |
DECREASE |
|
38141G104 GS |
Goldman Sachs COM |
Finance, Insurance and Real Estate Security Brokers Dealers And Flotation Companies |
$2.44M 0.71% |
1.72% 7,400 ( +125 ) |
INCREASE |
|
844741108 LUV |
Southwest Airlines Co COM |
Transportation, Telecom and Public Utilities Air Transportation Scheduled |
$2.44M 0.70% |
0.90% 53,206 ( +475 ) |
INCREASE |
|
253868103 DLR |
Digital Realty Trust COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$2.43M 0.70% |
3.42% 17,137 ( +566 ) |
INCREASE |
|
37940X102 GPN |
Global Payments Inc COM |
Services and Technology Business Services |
$2.38M 0.69% |
2.15% 17,407 ( +367 ) |
INCREASE |
|
654106103 NKE |
Nike COM |
Manufacturing Rubber And Plastics Footwear |
$2.36M 0.68% |
0.99% 17,524 ( -176 ) |
DECREASE |
|
11135F101 AVGO |
Broadcom COM |
Manufacturing Semiconductors And Related Devices |
$2.19M 0.63% |
6.23% 3,478 ( +204 ) |
INCREASE |
|
023135106 AMZN |
Amazon COM |
Retail Trade Retail Catalog And Mail Order Houses |
$2.17M 0.63% |
0.91% 665 ( +6 ) |
INCREASE |
|
57686G105 MATX |
Matson Inc. COM |
Transportation, Telecom and Public Utilities Water Transportation |
$1.98M 0.57% |
0.00% 16,426 ( +0 ) |
NO CHANGE |
|
020002101 ALL |
Allstate COM |
Finance, Insurance and Real Estate Fire Marine And Casualty Insurance |
$1.95M 0.56% |
4.26% 14,086 ( +575 ) |
INCREASE |
|
907818108 UNP |
Union Pacific COM |
Transportation, Telecom and Public Utilities Railroads Line Haul Operating |
$1.95M 0.56% |
1.78% 7,135 ( +125 ) |
INCREASE |
|
922908769 VTI |
Vanguard Total Stock Market COM |
|
$1.77M 0.51% |
0.26% 7,786 ( +20 ) |
INCREASE |
|
02079K107 GOOG |
Alphabet (Google) C COM |
|
$1.55M 0.45% |
4.31% 555 ( -25 ) |
DECREASE |
|
03027X100 AMT |
American Tower Corp REIT COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$1.51M 0.44% |
0.00% 6,015 ( +0 ) |
NO CHANGE |
|
194162103 CL |
Colgate-Palmolive COM |
Manufacturing Perfumes Cosmetics And Other Toilet Preparations |
$1.48M 0.43% |
0.10% 19,507 ( -20 ) |
DECREASE |
|
03524A108 BUD |
Anheuser Busch COM |
Manufacturing Malt Beverages |
$1.40M 0.41% |
4.57% 23,352 ( +1020 ) |
INCREASE |
|
872540109 TJX |
TJX Companies COM |
Retail Trade Retail Family Clothing Stores |
$1.15M 0.33% |
0.52% 19,000 ( -100 ) |
DECREASE |
|
464287879 IJS |
iShares Small Cap Value COM |
|
$1.12M 0.32% |
0.21% 10,982 ( +23 ) |
INCREASE |
|
46137V704 PYZ |
Invesco DWA Basic Mat Momentum COM |
|
$1.09M 0.32% |
0.00% 11,050 ( +0 ) |
NO CHANGE |
|
46090E103 QQQ |
Invesco QQQ Trust COM |
|
$957K 0.28% |
0.80% 2,639 ( +21 ) |
INCREASE |
|
46137V142 PHO |
Powershares Water Resources COM |
|
$918K 0.27% |
2.52% 17,310 ( -448 ) |
DECREASE |
|
78462F103 SPY |
S&P SPDR's COM |
|
$916K 0.26% |
0.00% 2,029 ( +0 ) |
NO CHANGE |
|
24823R105 DNLI |
Denali Therapeutics COM |
Manufacturing Biological Products No Disgnostic Substances |
$900K 0.26% |
0.00% 27,967 ( +0 ) |
NO CHANGE |
|
002824100 ABT |
Abbott Laboratories COM |
Manufacturing Pharmaceutical Preparations |
$881K 0.25% |
0.47% 7,444 ( -35 ) |
DECREASE |
|
G1151C101 ACN |
Accenture COM |
Services and Technology Business Services |
$843K 0.24% |
0.00% 2,500 ( +0 ) |
NO CHANGE |
|
084670702 BRKB |
Berkshire Hathaway Cl B COM |
|
$780K 0.23% |
0.78% 2,209 ( +17 ) |
INCREASE |
|
902973304 USB |
US Bancorp COM |
Finance, Insurance and Real Estate National Commercial Banks |
$773K 0.22% |
0.00% 14,550 ( +0 ) |
NO CHANGE |
|
149123101 CAT |
Caterpillar COM |
Manufacturing Construction Machinery And Equip |
$758K 0.22% |
0.00% 3,400 ( +0 ) |
NO CHANGE |
|
808513105 SCHW |
Charles Schwab COM |
Finance, Insurance and Real Estate Security Brokers Dealers And Flotation Companies |
$755K 0.22% |
6.31% 8,950 ( -603 ) |
DECREASE |
|
464287101 OEF |
iShares S&P 100 ETF COM |
|
$751K 0.22% |
0.00% 3,600 ( +0 ) |
NO CHANGE |
|
808524870 SCHP |
Schwab US TIPS ETF COM |
|
$751K 0.22% |
0.85% 12,375 ( -106 ) |
DECREASE |
|
461202103 INTU |
Intuit Inc COM |
Services and Technology Prepackaged Software |
$688K 0.20% |
0.00% 1,430 ( +0 ) |
NO CHANGE |
|
580135101 MCD |
Mc Donald's Corp COM |
Retail Trade Retail Eating Places |
$680K 0.20% |
0.04% 2,751 ( +1 ) |
INCREASE |
|
464287655 IWM |
iShares Russell 2000 COM |
|
$671K 0.19% |
0.34% 3,268 ( +11 ) |
INCREASE |
|
464287622 IWB |
iShares Russell 1000 COM |
|
$670K 0.19% |
0.00% 2,681 ( +0 ) |
NO CHANGE |
|
369550108 GD |
General Dynamics COM |
Manufacturing Ship And Boat Building And Repairing |
$650K 0.19% |
0.00% 2,695 ( +0 ) |
NO CHANGE |
|
20825C104 COP |
ConocoPhillips COM |
Manufacturing Petroleum Refining |
$616K 0.18% |
2.53% 6,156 ( -160 ) |
DECREASE |
|
297178105 ESS |
Essex Property COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$585K 0.17% |
0.59% 1,694 ( +10 ) |
INCREASE |
|
40434L105 HPQ |
HP Inc. COM |
Manufacturing Computer And Office Equipment |
$570K 0.16% |
6.07% 15,697 ( -1015 ) |
DECREASE |
|
58933Y105 MRK |
Merck COM |
Manufacturing Pharmaceutical Preparations |
$543K 0.16% |
0.00% 6,615 ( +0 ) |
NO CHANGE |
|
084670108 |
Berkshire Hathaway Cl A COM |
|
$529K 0.15% |
0.00% 1 ( +0 ) |
NO CHANGE |
|
59522J103 MAA |
Mid America Apartment Co COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$507K 0.15% |
0.00% 2,421 ( +0 ) |
NO CHANGE |
|
464287507 IJH |
iShares S&P Midcap COM |
|
$506K 0.15% |
0.00% 1,886 ( +0 ) |
NO CHANGE |
|
14040H105 COF |
Capital One Financial COM |
Finance, Insurance and Real Estate National Commercial Banks |
$486K 0.14% |
0.41% 3,704 ( +15 ) |
INCREASE |
|
231021106 CMI |
Cummins Inc COM |
Manufacturing Engines And Turbines |
$431K 0.12% |
0.00% 2,100 ( +0 ) |
NO CHANGE |
|
637417106 NNN |
National Retail Properties COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$421K 0.12% |
0.00% 9,375 ( +0 ) |
NO CHANGE |
|
548661107 LOW |
Lowe's COM |
Retail Trade Retail Lumber And Other Building Materials Dealers |
$393K 0.11% |
1.02% 1,945 ( -20 ) |
DECREASE |
|
25243Q205 DEO |
Diageo COM |
Manufacturing Beverages |
$386K 0.11% |
0.00% 1,900 ( +0 ) |
NO CHANGE |
|
13005U101 CALB |
California Bancorp COM |
Finance, Insurance and Real Estate State Commercial Banks |
$354K 0.10% |
0.00% 15,374 ( +0 ) |
NO CHANGE |
|
09260D107 BX |
Blackstone Group Inc COM |
Finance, Insurance and Real Estate Investment Advice |
$351K 0.10% |
1.78% 2,765 ( -50 ) |
DECREASE |
|
65339F101 NEE |
NextEra Energy COM |
Transportation, Telecom and Public Utilities Electric Services |
$339K 0.10% |
0.00% 3,996 ( +0 ) |
NO CHANGE |
|
85254J102 STAG |
Stag Industrial Inc COM |
Finance, Insurance and Real Estate Real Estate Investment Trusts |
$333K 0.10% |
0.00% 8,050 ( +0 ) |
NO CHANGE |
|
68902V107 OTIS |
Otis Worldwide Corp COM |
Manufacturing Electronic And Other Electrical Equipment No Computer Equip |
$325K 0.09% |
0.00% 4,225 ( +0 ) |
NO CHANGE |
|
338307101 FIVN |
Five9 Inc COM |
Services and Technology Computer Processing And Data Preparation |
$319K 0.09% |
0.00% 2,885 ( +0 ) |
NO CHANGE |
|
053015103 ADP |
Auto Data Processing COM |
Services and Technology Computer Processing And Data Preparation |
$313K 0.09% |
0.00% 1,377 ( +0 ) |
NO CHANGE |
|
191216100 KO |
Coca Cola COM |
Manufacturing Beverages |
$310K 0.09% |
0.04% 5,002 ( +2 ) |
INCREASE |
|
91324P102 UNH |
UnitedHealth Group COM |
Finance, Insurance and Real Estate Hospital And Medical Service Plans |
$299K 0.09% |
1.03% 587 ( +6 ) |
INCREASE |
|
931142103 WMT |
Wal-Mart COM |
Retail Trade Retail Variety Stores |
$298K 0.09% |
0.00% 2,000 ( +0 ) |
NO CHANGE |
|
030420103 AWK |
American Water Works COM |
Transportation, Telecom and Public Utilities Water Supply |
$295K 0.09% |
3.26% 1,780 ( -60 ) |
DECREASE |
|
464287804 IJR |
iShares S&P Small Cap COM |
|
$278K 0.08% |
0.00% 2,582 ( +0 ) |
NO CHANGE |
|
78467Y107 MDY |
Mid Cap SPDR's COM |
|
$242K 0.07% |
0.00% 494 ( +0 ) |
NO CHANGE |
|
09247X101 BLK |
Blackrock COM |
Finance, Insurance and Real Estate Security Brokers Dealers And Flotation Companies |
$233K 0.07% |
0.00% 305 ( +0 ) |
NO CHANGE |
|
808524797 SCHD |
Schwab US Dividend COM |
|
$232K 0.07% |
0.38% 2,939 ( +11 ) |
INCREASE |
|
78464A409 SPYG |
SPDR S&P 500 Growth ETF COM |
|
$230K 0.07% |
0.00% 3,468 ( +0 ) |
NO CHANGE |
|
438516106 HON |
Honeywell COM |
Manufacturing Motor Vehicle Parts And Accessories |
$226K 0.07% |
3.08% 1,163 ( -37 ) |
DECREASE |
|
81369Y506 XLE |
SPDR Energy Sector ETF COM |
|
$224K 0.06% |
100.00% 2,925 ( +2925 ) |
NEW |
|
062540109 BOH |
Bank of Hawaii COM |
Finance, Insurance and Real Estate State Commercial Banks |
$218K 0.06% |
0.00% 2,600 ( +0 ) |
NO CHANGE |
|
46138G805 BAB |
Invesco Taxable Muni COM |
|
$217K 0.06% |
0.00% 7,300 ( +0 ) |
NO CHANGE |
|
81369Y209 XLV |
SPDR Healthcare Select COM |
|
$216K 0.06% |
3.08% 1,575 ( -50 ) |
DECREASE |
|
00724F101 ADBE |
Adobe Systems COM |
Services and Technology Prepackaged Software |
$212K 0.06% |
6.15% 466 ( +27 ) |
INCREASE |
|
462726100 IRBT |
iRobot Corp COM |
Manufacturing Household Appliances |
$205K 0.06% |
7.03% 3,238 ( -245 ) |
DECREASE |
|
V7780T103 RCL |
Royal Caribbean Cruise COM |
Transportation, Telecom and Public Utilities Water Transportation |
$205K 0.06% |
100.00% 2,450 ( +2450 ) |
NEW |
|
780259206 RDSA |
Royal Dutch Shell COM |
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$0 0.00% |
100.00% 0 ( -55350 ) |
SOLD |
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64110L106 NFLX |
Netflix COM |
Services and Technology Video Tape Rental |
$0 0.00% |
100.00% 0 ( -418 ) |
SOLD |
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30303M102 FB |
Facebook Inc Class A COM |
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$0 0.00% |
100.00% 0 ( -604 ) |
SOLD |
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78467X109 DIA |
SPDR Dow Jones Ind Average ETF COM |
|
$0 0.00% |
100.00% 0 ( -557 ) |
SOLD |
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Concentric Wealth Management, Llc's Definitive Proxy Statement (Form DEF 14A) filed after their 2022 10-K Annual Report includes:
- Voting Procedures
- Board Members
- Executive Team
- Salaries, Bonuses, Perks
- Peers / Competitors
Tools
CIK: 1695345
Form Type: 13F-HR Manager Holdings
Accession Number: 0001695345-22-000002
Submitted to the SEC: Thu Apr 14 2022 1:22:11 PM EST
Accepted by the SEC: Thu Apr 14 2022
Period: Thursday, March 31, 2022
External Resources:
Bookmark the Permalink: https://last10k.com/sec-filings/1695345/0001695345-22-000002.htm
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