Symphonic Financial Advisors as of June 30, 2012
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 5 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Mid Cap Value Index F | 40.8 | $853k | 39k | 21.64 | |
Vanguard Mid Cap Gwth Index | 35.5 | $743k | 29k | 25.32 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 18.1 | $379k | 4.3k | 88.88 | |
Royce Fd 100 Fd Svc Cl | 4.7 | $99k | 11k | 8.86 | |
Armanino Foods Of Distinction (AMNF) | 0.9 | $18k | 22k | 0.81 |