Financial Designs Corp as of March 31, 2023
Portfolio Holdings for Financial Designs Corp
Financial Designs Corp holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Two Rds Shared Tr Leasershs Alphaf (LSAT) | 19.1 | $26M | 805k | 31.80 | |
| Two Rds Shared Tr Ldrshs Alpfact (LSAF) | 18.1 | $24M | 795k | 30.42 | |
| Two Rds Shared Tr Leadershares Eqt (SQEW) | 14.5 | $19M | 669k | 28.98 | |
| Two Rds Shared Tr Leadershs Activi (ACTV) | 10.2 | $14M | 455k | 29.87 | |
| Two Rds Shared Tr Leadershares Dy (DYLD) | 9.7 | $13M | 574k | 22.54 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.8 | $10M | 95k | 109.61 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $5.1M | 114k | 45.17 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $5.1M | 14k | 376.08 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.6 | $4.8M | 103k | 46.91 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 3.3 | $4.5M | 23k | 194.89 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 2.9 | $3.9M | 128k | 30.88 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $3.8M | 80k | 47.85 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $269k | 12k | 22.12 | |
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.2 | $208k | 11k | 18.87 |
