Symphonic Financial Advisors as of Sept. 30, 2012
Portfolio Holdings for Symphonic Financial Advisors
Symphonic Financial Advisors holds 5 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Mid Cap Value Index F | 40.3 | $848k | 37k | 22.78 | |
Vanguard Mid Cap Gwth Index | 34.3 | $722k | 27k | 26.57 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 19.6 | $413k | 4.6k | 90.27 | |
Royce Fd 100 Fd Svc Cl | 4.9 | $103k | 11k | 9.22 | |
Armanino Foods Of Distinction (AMNF) | 0.9 | $20k | 22k | 0.90 |