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Holdings

Orgel Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST SUBCommon42,952-1,184,5684,468,727,000-124,028,067,0000.15  Hist 06/30/2023
VANGUARD ADMIRAL FUNDS VIOOCommon1,367,480-1,400,125125,657,712,000-120,077,911,0004.15  Hist 06/30/2023
iSHARES TRUST INTFCommon301,797-1,313,0018,091,178,000-34,684,831,0000.27  Hist 06/30/2023
SPDR INDEX SHS FDS QEFACommon11,324-231,319791,780,000-16,028,233,0000.03  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND1,237,818-64,002121,244,282,000-8,469,068,0004.01  Hist 06/30/2023
VANGUARD WHITEHALL FUNDS VYMCommon9,359-50,162992,710,000-5,286,756,0000.03  Hist 06/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC SCHACMN102,486-69,1354,488,887,000-2,707,182,0000.15  Hist 06/30/2023
VANGUARD INDEX FUNDS VBETF37,877-9,9207,533,357,000-1,527,043,0000.25  Hist 06/30/2023
iSHARES TRUST IUSBCommon50,439-25,7502,293,462,000-1,222,661,0000.08  Hist 06/30/2023
iSHARES TRUST IEFACommon706,427-20,42447,683,823,000-906,167,0001.58  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 6005,604-2,926558,439,000-266,412,0000.02  Hist 06/30/2023
VANGUARD WORLD FUND VSGXCommon82,912-5,0044,403,457,000-199,825,0000.15  Hist 06/30/2023
iSHARES TRUST EAGGCommon15,965-79753,070,000-18,005,0000.02  Hist 06/30/2023
SPDR S&P MIDCAP 400 ETF TRUST MDYCommon1,391-93666,164,000-14,117,0000.02  Hist 06/30/2023
iSHARES TRUST IWMCommon1,189-103222,665,000-7,828,0000.01  Hist 06/30/2023
iSHARES TRUST IWPRUSSELL MCP GR3,705-142358,015,0007,745,0000.01  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon53,463-382,174,875,00013,434,0000.07  Hist 06/30/2023
Vanguard Growth ETF VUGETF2,102-218594,782,00016,081,0000.02  Hist 06/30/2023
iSHARES TRUST ISICommon9,513-32930,752,00066,452,0000.03  Hist 06/30/2023
iSHARES TRUST ESGDCommon71,790-165,235,645,00077,101,0000.17  Hist 06/30/2023
iShares, Inc. EMXCCommon36,024-3161,872,528,00079,875,0000.06  Hist 06/30/2023
iShares, Inc. IEMGCommon620,390-3,67730,579,024,000130,795,0001.01  Hist 06/30/2023
MICROSOFT CORP MSFTCommon5,345-261,820,187,000271,727,0000.060.00 Hist 06/30/2023
VANGUARD WORLD FUND ESGVCommon241,479-6,19318,919,880,0001,159,320,0000.63  Hist 06/30/2023
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