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  Name: SWP FINANCIAL LLC
  City: SAN DIEGO
  State: CA
  Zip: 92122
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $151,347,000
  Total Value Change : $8,533,000
  Securities Held Change : 2
   
All Securities Held : 50
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 14
  Unchanged Positions : 10
  Decreased Positions : 21

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $576.25 $19,949,000 36,454 13.18% 1,118,000 512 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 2 - $174.38 $16,202,000 101,003 10.71% 5,049,000 32,293 0.018    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 3 - $383.33 $14,086,000 37,663 9.31% 4,154,000 8,689 0.014    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 5 - $0.00 $9,986,000 137,478 6.6% 2,464,000 35,709 0.001    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 8 - $62.53 $7,199,000 123,025 4.76% 4,701,000 81,900 0.005    Closed - End Fund - E...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 9 - $52.73 $6,971,000 136,047 4.61% 1,213,000 23,235 0.016    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 10 - $116.97 $6,925,000 64,923 4.58% 179,000 3,661 0.011    Closed - End Fund - E...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 13 - $262.98 $3,626,000 14,525 2.4% 334,000 793 0.011    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 14 - $95.53 $3,421,000 36,966 2.26% 331,000 377 0.007    Closed - End Fund - E...
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 17 - $197.15 $2,320,000 12,745 1.53% -25,000 193 0.009    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 28 - $454.56 $478,000 1,175 0.32% 215,000 550 0    Property & Casualty I...
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 32 - $120.05 $357,000 3,179 0.24% 16,000 51 0.004    Closed - End Fund - E...
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 42 - $48.72 $266,000 5,698 0.18% 29,000 658 0.002    N/A
      13 Records Found
  1    
Page 1 of 1
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