HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
145,449 | +145,449 | $69,133 |
| SPY | 145,449 | +145,449 | $69,133 |
| ISHARES TR (IJH) |
102,070 | +102,070 | $28,289 |
| IJH | 102,070 | +102,070 | $28,289 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
137,609 | +137,609 | $10,647 |
| VCSH | 137,609 | +137,609 | $10,647 |
| ISHARES TR (IEFA) |
75,730 | +75,730 | $5,328 |
| IEFA | 75,730 | +75,730 | $5,328 |
| ISHARES TR (IJR) |
34,672 | +34,672 | $3,753 |
| IJR | 34,672 | +34,672 | $3,753 |
| ISHARES TR (EFA) |
38,847 | +38,847 | $2,927 |
| EFA | 38,847 | +38,847 | $2,927 |
| ISHARES TR (EEM) |
69,181 | +69,181 | $2,782 |
| EEM | 69,181 | +69,181 | $2,782 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
24,170 | +24,170 | $1,029 |
| VNQI | 24,170 | +24,170 | $1,029 |
| VANGUARD INDEX FDS (VTV) |
5,977 | +5,977 | $894 |
| VTV | 5,977 | +5,977 | $894 |
| ISHARES TR (IWC) |
7,293 | +7,293 | $846 |
| IWC | 7,293 | +7,293 | $846 |
| VANGUARD INDEX FDS (VUG) |
2,718 | +2,718 | $845 |
| VUG | 2,718 | +2,718 | $845 |
| ISHARES INC (FM) |
31,365 | +31,365 | $825 |
| FM | 31,365 | +31,365 | $825 |
| SELECT SECTOR SPDR TR (XLRE) |
17,450 | +17,450 | $699 |
| XLRE | 17,450 | +17,450 | $699 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
1,218 | +1,218 | $618 |
| MDY | 1,218 | +1,218 | $618 |
| ISHARES TR (IWM) |
2,819 | +2,819 | $566 |
| IWM | 2,819 | +2,819 | $566 |
| SPDR INDEX SHS FDS (GWX) |
15,572 | +15,572 | $495 |
| GWX | 15,572 | +15,572 | $495 |
| SPDR SER TR (RWR) |
4,975 | +4,975 | $474 |
| RWR | 4,975 | +4,975 | $474 |
| ISHARES TR (EFG) |
3,651 | +3,651 | $354 |
| EFG | 3,651 | +3,651 | $354 |
| SPDR SER TR (SLYG) |
4,142 | +4,142 | $346 |
| SLYG | 4,142 | +4,142 | $346 |
| SPDR INDEX SHS FDS (EFAX) |
7,878 | +7,878 | $307 |
| EFAX | 7,878 | +7,878 | $307 |
See Full List: All Stocks Held By Urban Financial Advisory Corp
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Urban Financial Advisory Corp
|
Size ($ in 1000's)
At 12/31/2023: $131,389 At 09/30/2023: $0 Urban Financial Advisory Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Urban Financial Advisory Corp 13F filings. Link to 13F filings: SEC filings |
