News + Filings Holdings
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Orgel Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| SUB | Common | 42,952 | -1,184,568 | 4,468,727,000 | -124,028,067,000 | 0.15 | |
Hist
| 06/30/2023 |
VANGUARD ADMIRAL FUNDS
| VIOO | Common | 1,367,480 | -1,400,125 | 125,657,712,000 | -120,077,911,000 | 4.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| INTF | Common | 301,797 | -1,313,001 | 8,091,178,000 | -34,684,831,000 | 0.27 | |
Hist
| 06/30/2023 |
SPDR INDEX SHS FDS
| QEFA | Common | 11,324 | -231,319 | 791,780,000 | -16,028,233,000 | 0.03 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 1,237,818 | -64,002 | 121,244,282,000 | -8,469,068,000 | 4.01 | |
Hist
| 06/30/2023 |
VANGUARD WHITEHALL FUNDS
| VYM | Common | 9,359 | -50,162 | 992,710,000 | -5,286,756,000 | 0.03 | |
Hist
| 06/30/2023 |
SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 102,486 | -69,135 | 4,488,887,000 | -2,707,182,000 | 0.15 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VB | ETF | 37,877 | -9,920 | 7,533,357,000 | -1,527,043,000 | 0.25 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSB | Common | 50,439 | -25,750 | 2,293,462,000 | -1,222,661,000 | 0.08 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEFA | Common | 706,427 | -20,424 | 47,683,823,000 | -906,167,000 | 1.58 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 5,604 | -2,926 | 558,439,000 | -266,412,000 | 0.02 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VSGX | Common | 82,912 | -5,004 | 4,403,457,000 | -199,825,000 | 0.15 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EAGG | Common | 15,965 | -79 | 753,070,000 | -18,005,000 | 0.02 | |
Hist
| 06/30/2023 |
SPDR S&P MIDCAP 400 ETF TRUST
| MDY | Common | 1,391 | -93 | 666,164,000 | -14,117,000 | 0.02 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWM | Common | 1,189 | -103 | 222,665,000 | -7,828,000 | 0.01 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWP | RUSSELL MCP GR | 3,705 | -142 | 358,015,000 | 7,745,000 | 0.01 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 53,463 | -38 | 2,174,875,000 | 13,434,000 | 0.07 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 2,102 | -218 | 594,782,000 | 16,081,000 | 0.02 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ISI | Common | 9,513 | -32 | 930,752,000 | 66,452,000 | 0.03 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGD | Common | 71,790 | -16 | 5,235,645,000 | 77,101,000 | 0.17 | |
Hist
| 06/30/2023 |
iShares, Inc.
| EMXC | Common | 36,024 | -316 | 1,872,528,000 | 79,875,000 | 0.06 | |
Hist
| 06/30/2023 |
iShares, Inc.
| IEMG | Common | 620,390 | -3,677 | 30,579,024,000 | 130,795,000 | 1.01 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 5,345 | -26 | 1,820,187,000 | 271,727,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| ESGV | Common | 241,479 | -6,193 | 18,919,880,000 | 1,159,320,000 | 0.63 | |
Hist
| 06/30/2023 |
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