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| Name: |
BRIGHT FINANCIAL ADVISORS INC. |
| City: |
Portage |
| State: |
MI |
| Zip: |
49024 |
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data |
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| Holdings
Found :
15 |
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Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
11 |
- |
$282.87 |
$3,299,000 |
12,331 |
2.33% |
210,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
BRK.A |
Berkshire Hathaway Inc |
16 |
- |
$683,913.00 |
$2,449,000 |
4 |
1.73% |
28,000 |
0 |
0 |
Property & Casualty I... |
|
|
SPY |
Standard & Poors Depository... |
19 |
- |
$571.30 |
$1,855,000 |
3,408 |
1.31% |
132,000 |
0 |
0 |
Closed - End Fund - E... |
|
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EFA |
iShares TR MSCI EAFE Indx FD |
27 |
- |
$83.06 |
$695,000 |
8,876 |
0.49% |
6,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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VHT |
Vanguard Health Care Vipers |
28 |
- |
$283.40 |
$629,000 |
2,365 |
0.44% |
18,000 |
0 |
0.004 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
31 |
- |
$454.56 |
$494,000 |
1,214 |
0.35% |
7,000 |
0 |
0 |
Property & Casualty I... |
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MSFT |
Microsoft Corp |
32 |
- |
$429.17 |
$379,000 |
847 |
0.27% |
42,000 |
0 |
0 |
Application Software |
|
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WMT |
Wal-Mart Stores Inc |
33 |
- |
$60.24 |
$357,000 |
5,268 |
0.25% |
45,000 |
0 |
0 |
Discount, Variety Stores |
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VOO |
Vanguard S&P 500 Etf |
35 |
- |
$526.68 |
$343,000 |
686 |
0.24% |
24,000 |
0 |
0 |
Closed - End Fund - E... |
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XAR |
SPDR S&P Aerospace & Defens... |
39 |
- |
$155.61 |
$296,000 |
2,115 |
0.21% |
4,000 |
0 |
0.019 |
N/A |
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IBM |
International Business Mach... |
40 |
- |
$220.97 |
$268,000 |
1,547 |
0.19% |
12,000 |
0 |
0 |
Diversified Computer ... |
|
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TSLA |
Tesla Motors Inc |
43 |
- |
$177.81 |
$241,000 |
1,218 |
0.17% |
16,000 |
0 |
0 |
Auto Manufacturers |
|
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CAT |
Caterpillar Inc |
44 |
- |
$385.93 |
$230,000 |
692 |
0.16% |
-2,000 |
0 |
0 |
Farm & Construction M... |
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ESGD |
Ishares Trust Ishares Msci ... |
45 |
- |
$83.63 |
$213,000 |
2,709 |
0.15% |
2,000 |
0 |
0 |
N/A |
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TGT |
Target Corp |
47 |
- |
$156.18 |
$204,000 |
1,378 |
0.14% |
-15,000 |
0 |
0 |
Discount, Variety Stores |
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