13F Filings for Integrity Wealth Solutions LLC (CIK: 2006918)
View the most recent portfolio holdings disclosed by Integrity Wealth Solutions LLC in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 266.38K | $15.19M | 7.40% | Decreased | 1.01K (0.0%, $1.59M) |
VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 28.91K | $12.67M | 6.18% | Increased | 1.18K (4.0%, $2.39M) |
VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 56.46K | $9.98M | 4.87% | Decreased | 1.51K (2.0%, $35.86K) |
AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 75.41K | $6.87M | 3.35% | Increased | 5.39K (7.0%, $766.40K) |
SLYG - SPDR SERIES TRUST(Class: SP 600 SMCP GRW) | 74.35K | $6.60M | 3.22% | Increased | 3.31K (4.0%, $702.13K) |
PTRB - PGIM ETF TR(Class: TOTAL RETURN BON) | 157.74K | $6.60M | 3.22% | Increased | 4.30K (2.0%, $193.81K) |
NVDA - NVIDIA CORPORATION(Class: COM) | 40.20K | $6.35M | 3.10% | Increased | 41 (0.0%, $2M) |
GLDM - WORLD GOLD TR(Class: SPDR GLD MINIS) | 95.34K | $6.25M | 3.05% | Decreased | 6.27K (6.0%, $42.09K) |
DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 150.47K | $5.39M | 2.63% | Increased | 446 (0.0%, $443.53K) |
DFAE - DIMENSIONAL ETF TRUST(Class: EMGR CRE EQT MNG) | 175.06K | $5.07M | 2.47% | Increased | 332 (0.0%, $544.29K) |
QUS - SPDR SERIES TRUST(Class: MSCI USA STRTGIC) | 28.93K | $4.72M | 2.30% | Decreased | 369 (1.0%, $127.37K) |
VXUS - VANGUARD STAR FDS(Class: VG TL INTL STK F) | 67.55K | $4.67M | 2.28% | Decreased | 4.12K (5.0%, $216.11K) |
AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF) | 43.29K | $4.36M | 2.13% | Decreased | 567 (1.0%, $312.98K) |
SPTL - SPDR SERIES TRUST(Class: PORTFOLIO LN TSR) | 160.52K | $4.27M | 2.08% | Increased | 16.43K (11.0%, $338.83K) |
N/A - DIMENSIONAL ETF TRUST(Class: INTL SMALL CAP E) | 134.10K | $4M | 1.95% | Increased | 3.83K (2.0%, $635.29K) |
SPDW - SPDR INDEX SHS FDS(Class: PORTFOLIO DEVLPD) | 95.21K | $3.85M | 1.88% | Increased | 921 (0.0%, $421.97K) |
DFAR - DIMENSIONAL ETF TRUST(Class: US REAL ESTATE E) | 163.46K | $3.83M | 1.87% | Increased | 14.95K (10.0%, $304.70K) |
VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF) | 17.54K | $3.42M | 1.67% | Decreased | 1.89K (9.0%, $199.60K) |
VPLS - VANGUARD MALVERN FDS(Class: CORE-PLUS BD ETF) | 43.63K | $3.39M | 1.65% | Increased | 6.55K (17.0%, $518.69K) |
VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 24.79K | $3.31M | 1.61% | Increased | 4.81K (24.0%, $727.93K) |
SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 75.91K | $3.24M | 1.58% | Increased | 410 (0.0%, $271.97K) |
AAPL - APPLE INC(Class: COM) | 15.30K | $3.14M | 1.53% | Decreased | 104 (0.0%, $282.41K) |
VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 57.96K | $2.87M | 1.40% | Increased | 3.42K (6.0%, $398.07K) |
MINT - PIMCO ETF TR(Class: ENHAN SHRT MA AC) | 28.09K | $2.82M | 1.38% | Increased | 3.32K (13.0%, $331.30K) |
SPYG - SPDR SERIES TRUST(Class: PRTFLO SP500 GW) | 27.43K | $2.61M | 1.27% | Decreased | 151 (0.0%, $397.91K) |