CIK Peek
Latest 13F Filings for Braun-Bostich & Associates Inc.
| Holding | Shares | Value | Dates | Change |
|---|---|---|---|---|
Class: S&P 500 ETF SHS | 15.32K | $7.87M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Decreased 9.74K (38.0%) |
Class: 20 YR TR BD ETF | 82.35K | $7.50M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Decreased 13.50K (14.0%) |
N/A - ISHARES TR Class: MSCI USA QLT FCT | 37.60K | $6.43M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Increased 1.79K (4.0%) |
Class: ISHARES US EQUIT | 125.13K | $6.10M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Decreased 883 (0.0%) |
Class: PRTFLO S&P500 GW | 68.29K | $5.49M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Decreased 1.83K (2.0%) |
Class: TOTAL INT BD ETF | 90.95K | $4.44M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Increased 1.26K (1.0%) |
Class: INT-TERM CORP | 53.59K | $4.38M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Increased 247 (0.0%) |
Class: PRTFLO S&P500 VL | 81.62K | $4.17M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Increased 29.80K (57.0%) |
Class: ISHARES FLEXIBLE | 77.07K | $4.04M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Increased 3.20K (4.0%) |
Class: RISNG DIVD ACHIV | 60.57K | $3.55M | Quarter: Mar 31, 2025 Filed: Apr 15, 2025 | Decreased 695 (1.0%) |