News + Filings Holdings
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Ratio Wealth Group
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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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iSHARES TRUST
| IVV | Common | 611 | -281 | 272,287,000 | 271,952,153 | 0.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 3,774 | -101 | 427,594,000 | 427,221,302 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ILF | S&P LTN AM 40 | 21,894 | -50,545 | 594,860,000 | 592,733,915 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWO | ETF | 4,448 | -683 | 1,079,381,000 | 1,077,909,908 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWP | RUSSELL MCP GR | 21,829 | -8,905 | 2,109,336,000 | 2,106,181,155 | 0.52 | |
Hist
| 06/30/2023 |
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Business First Bancshares, Inc.
| BFST | Common | 140,846 | -1,962 | 2,122,549,000 | 2,119,641,429 | 0.52 | 0.56 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IPAC | Common | 45,739 | -80,858 | 2,626,791,000 | 2,618,635,621 | 0.65 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VPL | Common | 52,543 | -103,495 | 3,663,331,000 | 3,650,911,953 | 0.91 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| OEF | STOCK | 22,063 | -4,120 | 4,568,365,000 | 4,563,870,950 | 1.13 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 29,129 | -2,170 | 10,760,786,000 | 10,750,966,184 | 2.66 | |
Hist
| 06/30/2023 |
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