HoldingsChannel.com
AdvicePeriod LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 4,064,398 -74,193 $179,077
     VEA4,064,398-74,193$179,077
VANGUARD INDEX FDS (VTI) 662,651 +50,362 $108,423
     VTI662,651+50,362$108,423
VANGUARD INTL EQUITY INDEX F (VWO) 2,038,640 +97,766 $90,658
     VWO2,038,640+97,766$90,658
VANGUARD CHARLOTTE FDS (BNDX) 917,880 +8,671 $51,934
     BNDX917,880+8,671$51,934
ISHARES INC (IEMG) 899,586 +7,749 $48,362
     IEMG899,586+7,749$48,362
VANGUARD INDEX FDS (VOO) 129,888 +43,176 $38,421
     VOO129,888+43,176$38,421
SCHWAB STRATEGIC TR 477,848 +8,706 $36,737
     SCHB477,848+8,706$36,737
VANGUARD INDEX FDS (VTV) 300,370 +14,439 $36,075
     VTV300,370+14,439$36,075
SCHWAB STRATEGIC TR 1,037,379 +1,710 $34,887
     SCHF1,037,379+1,710$34,887
ISHARES TR (IEFA) 506,666 +9,325 $33,056
     IEFA506,666+9,325$33,056
VANGUARD INDEX FDS (VBR) 233,726 +3,414 $32,037
     VBR233,726+3,414$32,037
ISHARES TR (IVV) 98,224 -153,354 $31,750
     IVV98,224-153,354$31,750
FIRST TR EXCHANGE TRADED FD (EMLP) 1,181,448 +62,250 $30,115
     EMLP1,181,448+62,250$30,115
VANGUARD WHITEHALL FDS INC (VWOB) 314,368 -29,021 $25,593
     VWOB314,368-29,021$25,593
ISHARES TR (MUB) 214,709 +17,601 $24,458
     MUB214,709+17,601$24,458
VANGUARD BD INDEX FD INC (BSV) 273,187 -11,236 $22,022
     BSV273,187-11,236$22,022
SPDR S&P 500 ETF TR (SPY) 64,461 +1,100 $20,748
     SPY64,461+1,100$20,748
VANGUARD INDEX FDS (VOE) 163,172 +6,782 $19,449
     VOE163,172+6,782$19,449
VANGUARD BD INDEX FD INC (BIV) 171,620 +2,942 $14,969
     BIV171,620+2,942$14,969
ISHARES TR (IVE) 111,899 -1,265 $14,558
     IVE111,899-1,265$14,558
VANGUARD INDEX FDS (VNQ) 152,565 +4,649 $14,157
     VNQ152,565+4,649$14,157
ISHARES TR (IGF) 278,749 +100,644 $13,355
     IGF278,749+100,644$13,355
ISHARES TR (IWB) 69,155 +1,798 $12,339
     IWB69,155+1,798$12,339
VANGUARD SCOTTSDALE FDS (VCIT) 100,984 +84,846 $9,231
     VCIT100,984+84,846$9,231
VANGUARD INDEX FDS (VXF) 71,104 -13,585 $8,958
     VXF71,104-13,585$8,958
ISHARES TR (IJR) 106,436 -1,969 $8,925
     IJR106,436-1,969$8,925
VANGUARD GROUP (VIG) 70,460 -10,569 $8,784
     VIG70,460-10,569$8,784
VANGUARD INDEX FDS (VO) 49,212 +7,190 $8,769
     VO49,212+7,190$8,769
VANGUARD SCOTTSDALE FDS (VGSH) 134,413 +129,897 $8,176
     VGSH134,413+129,897$8,176
SCHWAB STRATEGIC TR 294,355 +6,659 $8,059
     SCHE294,355+6,659$8,059
ISHARES TR (LQD) 61,114 +808 $7,822
     LQD61,114+808$7,822
ISHARES TR (AGG) 67,188 +7,178 $7,594
     AGG67,188+7,178$7,594
ISHARES TR (CMF) 122,061 +6,027 $7,474
     CMF122,061+6,027$7,474
VANGUARD INTL EQUITY INDEX F (VEU) 128,022 +1,205 $6,881
     VEU128,022+1,205$6,881
ISHARES TR (EMB) 58,920 +2,202 $6,750
     EMB58,920+2,202$6,750
ISHARES TR (SHY) 74,825 +21,591 $6,332
     SHY74,825+21,591$6,332
ISHARES TR (IWN) 46,652 +1,525 $5,999
     IWN46,652+1,525$5,999
ISHARES TR (IWM) 35,441 -12,776 $5,872
     IWM35,441-12,776$5,872
ISHARES TR (IWS) 61,350 +186 $5,814
     IWS61,350+186$5,814
SPDR SERIES TRUST (TFI) 109,576 -4,187 $5,542
     TFI109,576-4,187$5,542
ISHARES TR (IWF) 31,146 +239 $5,479
     IWF31,146+239$5,479
ISHARES TR (SHV) 47,037 -11,553 $5,365
     SHV47,037-11,553$5,365
ISHARES TR (ITOT) 67,175 -8,318 $4,885
     ITOT67,175-8,318$4,885
VANGUARD INDEX FDS (VUG) 23,552 -530 $4,290
     VUG23,552-530$4,290
ISHARES TR (IGIB) 73,731 -12,941 $4,275
     IGIB73,731-12,941$4,275
ISHARES TR (IEI) 32,162 -765 $4,045
     IEI32,162-765$4,045
SCHWAB STRATEGIC TR 58,559 +33 $3,522
     SCHV58,559+33$3,522
INVESCO EXCHANGE TRADED FD T (RSP) 28,926 -28 $3,347
     RSP28,926-28$3,347
VANGUARD MALVERN FDS (VTIP) 67,641 +4,370 $3,334
     VTIP67,641+4,370$3,334
ISHARES TR (IWD) 23,796 -3,501 $3,248
     IWD23,796-3,501$3,248

See Full List: All Stocks Held By AdvicePeriod LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By AdvicePeriod LLC

Size ($ in 1000's)
At 12/31/2019: $1,144,956
At 09/30/2019: $1,080,547

AdvicePeriod LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from AdvicePeriod LLC 13F filings. Link to 13F filings: SEC filings

AdvicePeriod LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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