NEXT Financial Group, Inc
Q4 2021 13F Holdings
- Locationhouston, TX
- Num holdings
2,924
- Value ($000)
$1,520,763
- Date Filed02/15/2022
- Form type13F-HR
- CIK0001616654
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $52.18M | 3 % | 293,839 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $37.08M | 2 % | 437,543 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $33.95M | 2 % | 71,180 | ||
VONE VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | $27.93M | 2 % | 127,621 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.04M | 2 % | 68,499 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $20.65M | 1 % | 191,339 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.95M | 1 % | 4,484 | ||
TSLA TESLA INC | COM | 88160R101 | $14.61M | 1 % | 13,828 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.37M | 1 % | 165,344 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $13.05M | 1 % | 246,521 |
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