Symphonic Financial Advisors as of March 31, 2012
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 5 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Mid Cap Value Index F | 40.0 | $878k | 39k | 22.63 | |
Vanguard Mid Cap Gwth Index | 36.5 | $799k | 30k | 27.11 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 17.7 | $387k | 4.4k | 87.06 | |
Royce Fd 100 Fd Svc Cl | 5.0 | $110k | 11k | 9.84 | |
Armanino Foods Of Distinction (AMNF) | 0.8 | $18k | 22k | 0.81 |