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Lighthouse Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lighthouse Financial Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$324K Buy
6,060
+549
+10% +$29.4K 0.1% 89
2020
Q4 		$287K Buy
5,511
+528
+11% +$27.5K 0.1% 89
2020
Q3 		$241K Buy
+4,983
New +$241K 0.09% 94