SevenOneSeven Capital Management as of Dec. 31, 2023
Portfolio Holdings for SevenOneSeven Capital Management
SevenOneSeven Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 17.1 | $370k | 818.00 | 452.62 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 11.6 | $253k | 2.6k | 95.93 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 11.5 | $249k | 5.4k | 45.83 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 10.9 | $237k | 2.4k | 97.07 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.6 | $230k | 3.0k | 76.38 | |
| Ishares Tr Ibonds 24 Trm Ts | 10.4 | $226k | 9.5k | 23.86 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 9.6 | $209k | 16k | 13.23 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 9.0 | $195k | 5.3k | 36.52 | |
| Schwab Strategic Tr Long Term Us (SCHQ) | 6.6 | $144k | 4.3k | 33.57 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.5 | $32k | 649.00 | 49.10 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.7 | $16k | 100.00 | 160.56 | |
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $9.3k | 165.00 | 56.64 |
