Houlihan Financial Resource Group, Ltd.

Q3 2020 13F Holdings Report, Stock Holdings

Signature - Title
Ashleigh C. Swayze - Counsel
Location
Ashburn, VA
Holdings as of
30 Sep 2020
Value $
$170,182,000
Num holdings
309
Filing time
13 Nov 2020, 12:58:08 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, IJR, BSV, PFF, and VO.
Previous filing
Q1 2020 - 01 May 2020
Next filing
Q3 2022 - 13 Dec 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q3 compared to 2020 Q1 by default. Changes are calculated vs the previous SEC filing.
* 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
Ashleigh C. Swayze Counsel Newtown, Pennsylvania 13 Nov 2020