Castleview Partners, LLC

Q1 2018 13F Holdings Report, Stock Holdings

Signature - Title
Douglas Gill - Chief Compliance Officer
Location
Dallas, TX
Holdings as of
31 Mar 2018
Value $
$120,937,000
Num holdings
113
Filing time
07 May 2018, 12:10:21 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, IXUS, SCHA, SCHF, and VYM.
Next filing
Q2 2021 - 17 Aug 2021
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Douglas Gill Chief Compliance Officer Dallas, Texas 04 May 2018