investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Portfolio Solutions LLC

Legal Name: PORTFOLIO SOLUTIONS LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 5, 2019

Security Shares Held / Principal Amount Market Value Option
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 2,288,762 $343,520k
ISHARES (464287879) 702,531 $104,410k
VANGUARD INTL EQUITY INDEX F (922042866) 1,047,906 $69,246k
VANGUARD INTL EQUITY INDEX F (922042874) 1,241,698 $68,169k
ISHARES TR NATIONAL MUN ETF (464288414) 385,103 $43,551k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 462,015 $40,380k
SCHWAB STRATEGIC TR (808524102) 101,538 $7,161k
Schwab Aggregate Bond ETF (SCH (808524839) 99,485 $5,273k
ISHARES TR (464288356) 74,065 $4,491k
ISHARES TR (46434V738) 87,810 $4,092k
SCHWAB STRATEGIC TR (808524888) 118,807 $3,878k
SCHWAB STRATEGIC TR (808524706) 127,990 $3,358k
SCHWAB STRATEGIC TR US SML CAP ETF (808524607) 40,663 $2,907k
INVESCO EXCHNG TRADED FD TR (46138E719) 146,454 $2,775k
iShares MSCI Pacific ETF (46434V696) 31,850 $1,773k
ISHARES GOLD TRUST ISHARES (464285105) 131,010 $1,769k
Schwab US Tips ETF (SCHP) (808524870) 31,215 $1,758k
ISHARES TR (464287846) 6,000 $877k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 18,054 $753k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 2,341 $686k
VANGUARD BD INDEX FD INC (921937819) 6,509 $563k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835) 6,271 $521k
SCHWAB STRATEGIC TR (808524805) 13,817 $443k
COCA-COLA CO (191216100) 7,564 $385k
Exxon Mobil Corp (30231G102) 4,888 $375k
SCHWAB STRATEGIC TRUST (808524409) 6,378 $358k
SCHWAB STRATEGIC TR US REIT ETF (808524847) 6,741 $300k
SPDR SERIES TRUST (78468R622) 2,646 $288k
ISHARES RUS (464287689) 1,555 $268k
BECTON DICKINSON (075887109) 1,015 $256k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 849 $229k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 5,391 $229k
VANGUARD INDEX FDS SMALL CP ET (922908751) 1,323 $207k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

GIA Partners LLC Freeport Financial Partners LLC Spiderrock Advisors LLC Alexander Investment Services Co Promanage LLC Cyprium Investment Partners LLC Ranieri Residential Investment Advisors LLC The Patten Group Inc Prosiris Capital Management LP Crawford Lake Capital Management LLC Kellogg Asset Management LLC Smead Capital Management Inc Petrocap LLC Jaguar Listed Property LLC Johnson Sterling Inc Cambridge Square Capital LP Lyrical-Antheus Management LP AMI Asset Management Corp Staple Street Capital Management LP Prophet Equity Management II LLC

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.
English / Deutsche / Français / Español / 大和 / Portugues
About Blog Privacy Policy