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Fullen Financial

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
342034339
SEC advisor number
801-110768
FINRA CRD number
135065
AUM ?
$195.4M (as of 1 Apr 21)
Accounts
670 (as of 1 Apr 21)
Employees
5 (4 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 59 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.6M 195.59K 183.95K +6.3
Vanguard Intl Equity Index F (ALLWRLD EX US)
$15.75M 248.52K 242.53K +2.5
$12.61M 230.01K 222.53K +3.4
$11.29M 50.13K 49.09K +2.1
$8.38M 60.95K 57.78K +5.5
$7.32M 52.09K 51.3K +1.5
$6.78M 23.63K 23.72K -0.4
Vanguard Intl Equity Index F (FTSE EMR MKT ETF)
$5.63M 103.63K 100.87K +2.7
$4.87M 110.94K 110.68K +0.2
$4.48M 121.87K 121.75K +0.1
$4.44M 147.9K 152.72K -3.2
$4.38M 18.52K 18.35K +0.9
$3.82M 122K 127.54K -4.3
$3.24M 105.85K 111.01K -4.7
$3.22M 81.47K 82.5K -1.3
$3.15M 11.6K 11.59K +0.1
$2.91M 46.21K 47.05K -1.8
Vanguard Tax-managed Intl FD
$2.8M 54.3K 54.82K -1.0
$2.64M 15.19K 15.31K -0.8
$2.43M 15.33K 15.3K +0.2
$2.02M 29.9K 29.95K -0.2
$2.02M 28.9K 7.23K +300.0
$2.02M 8.33K 9.03K -7.7
$1.37M 30.2K 30.28K -0.2
$1.3M 16.52K 16.4K +0.7
$1.26M 38.37K 38.36K 0
$1.26M 14.63K 14.55K +0.5
$1.17M 15.04K 15.26K -1.4
$1.1M 3.78K 3.79K -0.2
$1.01M 6.5K 5.84K +11.3
$1M 10.55K 10.27K +2.8
$939K 8.16K 8.14K +0.3
$855K 12.28K 6.14K +100.0
$816K 3.56K 3.63K -1.8
$805K 7.11K 7.11K +0.1
$785K 9.91K 9.89K +0.2
$728K 9.81K 9.81K 0
$693K 2.92K 2.91K +0.3
$648K 11.58K 12.18K -4.9
Vanguard Charlotte FDS
$647K 11.32K 10.84K +4.4
$622K 3.75K 3.74K +0.2
$591K 8.72K 8.33K +4.7
$577K 15.72K 15.66K +0.4
$527K 11.7K 12.14K -3.6
$447K 5.4K 5.38K +0.4
$423K 7K 6.96K +0.6
$404K 940 1.09K -13.4
$370K 4.64K 4.35K +6.6
$335K 2.91K 2.89K +0.4
$298K 1.07K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings