Ashford Advisors, LLC Portfolio Holdings by Sector
Ashford Advisors, LLC
- $430 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV FNDX SCHX SCHB ACWI ESGV EFA DIA 14 stocks |
$381,142
88.73% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$48,419
11.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|