HoldingsChannel.com
APCM Wealth Management for Individuals Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 604,941 UNCH $170,884
     SPY604,941UNCH$170,884
VANGUARD BD INDEX FD INC (BND) 1,229,772 UNCH $99,833
     BND1,229,772UNCH$99,833
ISHARES TR (IJH) 458,659 UNCH $86,870
     IJH458,659UNCH$86,870
ISHARES TR (IEFA) 1,375,728 UNCH $83,603
     IEFA1,375,728UNCH$83,603
ISHARES INC (IEMG) 1,096,473 UNCH $56,699
     IEMG1,096,473UNCH$56,699
JP MORGAN EXCHANGE TRADED FD (BBRE) 626,196 UNCH $52,329
     BBRE626,196UNCH$52,329
ISHARES TR (IJR) 568,219 UNCH $43,838
     IJR568,219UNCH$43,838
ISHARES TR (EFA) 659,992 UNCH $42,807
     EFA659,992UNCH$42,807
VANGUARD MALVERN FDS (VTIP) 811,112 UNCH $39,485
     VTIP811,112UNCH$39,485
SPDR SER TR (SHM) 625,108 UNCH $30,305
     SHM625,108UNCH$30,305
FLEXSHARES TR (NFRA) 566,118 UNCH $28,017
     NFRA566,118UNCH$28,017
VANGUARD CHARLOTTE FDS (BNDX) 486,453 UNCH $27,129
     BNDX486,453UNCH$27,129
JP MORGAN EXCHANGE TRADED FD (JPHF) 951,646 UNCH $23,645
     JPHF951,646UNCH$23,645
ISHARES TR (MUB) 200,420 UNCH $22,285
     MUB200,420UNCH$22,285
FLEXSHARES TR (QDF) 438,494 UNCH $19,645
     QDF438,494UNCH$19,645
INVESCO ACTIVELY MANAGD ETF (PDBC) 1,123,569 UNCH $18,662
     PDBC1,123,569UNCH$18,662
ISHARES TR (SHV) 162,820 UNCH $18,003
     SHV162,820UNCH$18,003
VANGUARD BD INDEX FD INC (BSV) 152,496 UNCH $12,137
     BSV152,496UNCH$12,137
UBS AG JERSEY BRH 567,691 UNCH $8,459
     UCI567,691UNCH$8,459
SCHWAB STRATEGIC TR 118,811 UNCH $6,535
     SCHP118,811UNCH$6,535
ISHARES TR (GVI) 58,310 UNCH $6,429
     GVI58,310UNCH$6,429
SCHWAB STRATEGIC TR 91,668 UNCH $6,238
     SCHB91,668UNCH$6,238
SCHWAB STRATEGIC TR 73,821 UNCH $3,830
     SCHZ73,821UNCH$3,830
ISHARES TR (IVV) 9,780 UNCH $2,783
     IVV9,780UNCH$2,783
APPLE INC 12,988 UNCH $2,467
     AAPL12,988UNCH$2,467
SCHWAB STRATEGIC TR 56,079 UNCH $1,756
     SCHF56,079UNCH$1,756
VANGUARD WHITEHALL FDS INC (VYM) 13,946 UNCH $1,195
     VYM13,946UNCH$1,195
VANGUARD INDEX FDS (VTI) 7,788 UNCH $1,127
     VTI7,788UNCH$1,127
ISHARES TR (IVE) 9,954 UNCH $1,122
     IVE9,954UNCH$1,122
SCHWAB STRATEGIC TR 34,305 UNCH $892
     SCHE34,305UNCH$892
VANGUARD INDEX FDS (VTV) 7,066 UNCH $761
     VTV7,066UNCH$761
PFIZER INC 15,880 UNCH $674
     PFE15,880UNCH$674
SCHWAB STRATEGIC TR 14,979 UNCH $666
     SCHH14,979UNCH$666
VANGUARD SCOTTSDALE FDS (VCSH) 8,040 UNCH $641
     VCSH8,040UNCH$641
VANGUARD INDEX FDS (VOO) 2,414 UNCH $627
     VOO2,414UNCH$627
MICROSOFT CORP 5,142 UNCH $606
     MSFT5,142UNCH$606
VANGUARD INDEX FDS (VUG) 3,805 UNCH $595
     VUG3,805UNCH$595
BERKSHIRE HATHAWAY INC DEL      $579
     BRK.B2,883UNCH$579
ISHARES TR (DVY) 5,775 UNCH $567
     DVY5,775UNCH$567
VANGUARD INDEX FDS (VNQ) 6,276 UNCH $545
     VNQ6,276UNCH$545
ISHARES TR (HYG) 5,872 UNCH $508
     HYG5,872UNCH$508
SPDR SERIES TRUST (JNK) 14,131 UNCH $508
     JNK14,131UNCH$508
MCDONALDS CORP 2,535 UNCH $481
     MCD2,535UNCH$481
BECTON DICKINSON & CO 1,892 UNCH $472
     BDX1,892UNCH$472
JP MORGAN EXCHANGE TRADED FD (BBCA) 19,145 UNCH $458
     BBCA19,145UNCH$458
SPDR SERIES TRUST (SPIB) 13,200 UNCH $451
     SPIB13,200UNCH$451
INTEL CORP 8,092 UNCH $435
     INTC8,092UNCH$435
EXXON MOBIL CORP 5,160 UNCH $417
     XOM5,160UNCH$417
VANGUARD BD INDEX FD INC (BLV) 4,401 UNCH $406
     BLV4,401UNCH$406
BIO TECHNE CORP 2,000 UNCH $397
     TECH2,000UNCH$397

See Full List: All Stocks Held By APCM Wealth Management for Individuals
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By APCM Wealth Management for Individuals

Size ($ in 1000's)
At 06/30/2019: $934,017
At 03/31/2019: $934,017

APCM Wealth Management for Individuals holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from APCM Wealth Management for Individuals 13F filings. Link to 13F filings: SEC filings

APCM Wealth Management for Individuals Top Holdings 13F Filings | www.HoldingsChannel.com

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