HoldingsChannel.com
AdvicePeriod LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 4,253,726 +483,515 $177,423
     VEA4,253,726+483,515$177,423
VANGUARD INDEX FDS (VTI) 628,179 -188,199 $94,283
     VTI628,179-188,199$94,283
VANGUARD INTL EQUITY INDEX F (VWO) 1,938,548 +186,270 $82,447
     VWO1,938,548+186,270$82,447
ISHARES TR (IVV) 251,027 +30,848 $73,990
     IVV251,027+30,848$73,990
VANGUARD CHARLOTTE FDS (BNDX) 867,564 +23,001 $49,757
     BNDX867,564+23,001$49,757
ISHARES INC (IEMG) 850,068 +47,278 $43,728
     IEMG850,068+47,278$43,728
VANGUARD INDEX FDS (VTV) 306,897 +9,480 $34,116
     VTV306,897+9,480$34,116
SCHWAB STRATEGIC TR 467,284 +35,326 $32,967
     SCHB467,284+35,326$32,967
VANGUARD INDEX FDS (VBR) 244,862 +2,602 $31,964
     VBR244,862+2,602$31,964
SCHWAB STRATEGIC TR 922,362 +14,905 $29,599
     SCHF922,362+14,905$29,599
ISHARES TR (IEFA) 472,391 +22,822 $29,006
     IEFA472,391+22,822$29,006
FIRST TR EXCHANGE TRADED FD (EMLP) 1,110,662 +9,211 $27,933
     EMLP1,110,662+9,211$27,933
VANGUARD WHITEHALL FDS INC (VWOB) 317,980 -14,390 $25,572
     VWOB317,980-14,390$25,572
ISHARES TR (MUB) 203,640 +10,298 $23,030
     MUB203,640+10,298$23,030
VANGUARD BD INDEX FD INC (BSV) 262,505 +68,141 $21,140
     BSV262,505+68,141$21,140
VANGUARD INDEX FDS (VOO) 76,958 +17,730 $20,713
     VOO76,958+17,730$20,713
SPDR S&P 500 ETF TR (SPY) 64,349 -1,952 $18,854
     SPY64,349-1,952$18,854
VANGUARD INDEX FDS (VOE) 166,489 +4,963 $18,537
     VOE166,489+4,963$18,537
VANGUARD BD INDEX FD INC (BIV) 164,739 +2,963 $14,250
     BIV164,739+2,963$14,250
ISHARES TR (IVE) 112,225 -4,456 $13,084
     IVE112,225-4,456$13,084
VANGUARD INDEX FDS (VNQ) 137,803 +8,925 $12,044
     VNQ137,803+8,925$12,044
ISHARES TR (IWB) 62,173 +6,407 $10,121
     IWB62,173+6,407$10,121
VANGUARD INDEX FDS (VXF) 80,044 +30,727 $9,492
     VXF80,044+30,727$9,492
VANGUARD GROUP (VIG) 79,705 -958 $9,179
     VIG79,705-958$9,179
ISHARES TR (IJR) 110,172 +11,639 $8,624
     IJR110,172+11,639$8,624
ISHARES TR (LQD) 61,293 +2,258 $7,624
     LQD61,293+2,258$7,624
ISHARES TR (IWM) 44,007 -10,272 $6,843
     IWM44,007-10,272$6,843
ISHARES TR (IGF) 145,917 +42,482 $6,741
     IGF145,917+42,482$6,741
ISHARES TR (EMB) 58,490 +4,415 $6,629
     EMB58,490+4,415$6,629
ISHARES TR (CMF) 105,043 -10,345 $6,370
     CMF105,043-10,345$6,370
VANGUARD INTL EQUITY INDEX F (VEU) 123,220 -93,999 $6,283
     VEU123,220-93,999$6,283
SPDR SERIES TRUST (TFI) 121,088 -6,820 $6,071
     TFI121,088-6,820$6,071
ISHARES TR (SHV) 52,080 +8,670 $5,932
     SHV52,080+8,670$5,932
VANGUARD INDEX FDS (VO) 35,019 +3,771 $5,854
     VO35,019+3,771$5,854
ISHARES TR (AGG) 51,038 +23,937 $5,723
     AGG51,038+23,937$5,723
ISHARES TR (IWS) 58,973 +3,886 $5,256
     IWS58,973+3,886$5,256
ISHARES TR (IWF) 32,476 +3,703 $5,110
     IWF32,476+3,703$5,110
SCHWAB STRATEGIC TR 189,894 +36,744 $4,987
     SCHE189,894+36,744$4,987
ISHARES TR (IWN) 41,201 +1,216 $4,965
     IWN41,201+1,216$4,965
VANGUARD STAR FD (VXUS) 88,087 +5,814 $4,647
     VXUS88,087+5,814$4,647
ISHARES TR (ITOT) 69,166 -2,277 $4,610
     ITOT69,166-2,277$4,610
ISHARES TR (IGIB) 77,317 +46,410 $4,403
     IGIB77,317+46,410$4,403
ISHARES TR (SHY) 49,766 +10,367 $4,219
     SHY49,766+10,367$4,219
ISHARES TR (EFA) 63,840 +6,502 $4,196
     EFA63,840+6,502$4,196
VANGUARD INDEX FDS (VUG) 24,500 +596 $4,003
     VUG24,500+596$4,003
ISHARES TR (IEI) 26,531 +5,541 $3,336
     IEI26,531+5,541$3,336
SCHWAB STRATEGIC TR 57,421 +1,357 $3,225
     SCHV57,421+1,357$3,225
INVESCO EXCHANGE TRADED FD T (RSP) 28,999 +989 $3,126
     RSP28,999+989$3,126
VANGUARD MALVERN FDS (VTIP) 61,768 -1,121 $3,046
     VTIP61,768-1,121$3,046
ISHARES TR (IWD) 23,655 +1,646 $3,009
     IWD23,655+1,646$3,009

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 06/30/2019: $1,068,574
At 03/31/2019: $1,045,977

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.