Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEWPORT WEALTH STRATEGIES INC 04-15-2020 03-31-2020 87 106,277,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LCAP GR ETF 1 $10,196,000 115,879 9.59 10.40 -19,913 -14.66 03-31-2020
VANGUARD INDEX FDS GROWTH ETF 2 $8,901,000 51,161 8.38 7.86 -745 -1.44 03-31-2020
SCHWAB STRATEGIC TR US LRG CAP ETF 3 $6,943,000 102,863 6.53 7.32 -10,387 -9.17 03-31-2020
APPLE INC COM 4 $5,265,000 18,342 4.95 2.36 6,802 58.94 03-31-2020
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