HoldingsChannel.com
APCM Wealth Management for Individuals Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 261,547 -133,483 $84,182
     SPY261,547-133,483$84,182
VANGUARD BD INDEX FD INC (BND) 649,891 -469,667 $54,500
     BND649,891-469,667$54,500
ISHARES TR (IJH) 264,658 -216,022 $54,472
     IJH264,658-216,022$54,472
ISHARES TR (IEFA) 775,419 -400,844 $50,588
     IEFA775,419-400,844$50,588
ISHARES TR (IVV) 120,920 +105,780 $39,086
     IVV120,920+105,780$39,086
ISHARES INC (IEMG) 701,340 -468,491 $37,704
     IEMG701,340-468,491$37,704
ISHARES TR (MUB) 314,171 +314,171 $35,787
     MUB314,171+314,171$35,787
ISHARES TR (IJR) 346,134 -307,739 $29,023
     IJR346,134-307,739$29,023
FLEXSHARES TR (NFRA) 520,157 -181,730 $28,026
     NFRA520,157-181,730$28,026
SPDR SERIES TRUST (SHM) 556,571 +472,096 $27,333
     SHM556,571+472,096$27,333
VANGUARD MALVERN FDS (VTIP) 423,672 -285,422 $20,879
     VTIP423,672-285,422$20,879
JP MORGAN EXCHANGE TRADED FD (BBRE) 228,067 -279,696 $20,236
     BBRE228,067-279,696$20,236
ISHARES TR (EFA) 260,870 -718,680 $18,115
     EFA260,870-718,680$18,115
FLEXSHARES TR (QDF) 363,710 -106,415 $17,633
     QDF363,710-106,415$17,633
VANGUARD CHARLOTTE FDS (BNDX) 306,215 -255,496 $17,326
     BNDX306,215-255,496$17,326
ISHARES TR (SHV) 141,064 -29,285 $15,582
     SHV141,064-29,285$15,582
INVESCO ACTIVELY MANAGD ETF (PDBC) 908,669 +212,454 $15,048
     PDBC908,669+212,454$15,048
ISHARES TR (USMV) 164,715 -274,627 $10,805
     USMV164,715-274,627$10,805
SCHWAB STRATEGIC TR 133,515 -132,115 $7,561
     SCHP133,515-132,115$7,561
FLEXSHARES TR (IQDF) 287,914 +287,914 $6,993
     IQDF287,914+287,914$6,993
ISHARES TR (EFAV) 53,432 +53,432 $3,983
     EFAV53,432+53,432$3,983
APPLE INC 13,220 +13,220 $3,882
     AAPL13,220+13,220$3,882
SCHWAB STRATEGIC TR 32,612 +32,612 $2,507
     SCHB32,612+32,612$2,507
UBS AG JERSEY BRH 153,003 -681,223 $2,287
     UCI153,003-681,223$2,287
JP MORGAN EXCHANGE TRADED FD (JPHF) 75,009 -14,094 $1,772
     JPHF75,009-14,094$1,772
SCHWAB STRATEGIC TR 22,581 +22,581 $1,207
     SCHZ22,581+22,581$1,207
VANGUARD INDEX FDS (VTI) 6,433 +6,433 $1,053
     VTI6,433+6,433$1,053
DBX ETF TR (SNPE) 36,180 +36,180 $1,009
     SNPE36,180+36,180$1,009
CONOCOPHILLIPS 13,855 +13,855 $901
     COP13,855+13,855$901
MICROSOFT CORP 5,482 +5,482 $865
     MSFT5,482+5,482$865
VANGUARD INDEX FDS (VTV) 6,903 +6,903 $827
     VTV6,903+6,903$827
VANGUARD INDEX FDS (VNQ) 8,195 +2,042 $760
     VNQ8,195+2,042$760
SCHWAB STRATEGIC TR 21,948 +21,948 $738
     SCHF21,948+21,948$738
VANGUARD INDEX FDS (VOO) 2,414 +2,414 $714
     VOO2,414+2,414$714
VANGUARD INDEX FDS (VUG) 3,720 +3,720 $678
     VUG3,720+3,720$678
ISHARES TR (DVY) 5,775 +5,775 $610
     DVY5,775+5,775$610
VANGUARD WHITEHALL FDS INC (VYM) 6,460 +1,674 $605
     VYM6,460+1,674$605
INTEL CORP 9,840 +9,840 $589
     INTC9,840+9,840$589
BERKSHIRE HATHAWAY INC DEL      $540
     BRK.B2,383+2,383$540
EXXON MOBIL CORP 7,644 +7,644 $533
     XOM7,644+7,644$533
ISHARES TR (HYG) 5,872 +5,872 $516
     HYG5,872+5,872$516
SPDR SERIES TRUST (JNK) 4,709 +4,709 $516
     JNK4,709+4,709$516
MCDONALDS CORP 2,612 +2,612 $516
     MCD2,612+2,612$516
ISHARES TR (ESGD) 7,482 +7,482 $514
     ESGD7,482+7,482$514
BOEING CO 1,446 +1,446 $471
     BA1,446+1,446$471
VANGUARD BD INDEX FD INC (BLV) 4,401 +4,401 $442
     BLV4,401+4,401$442
PEPSICO INC 3,161 +3,161 $432
     PEP3,161+3,161$432
ISHARES TR (IWM) 2,414 -2,036 $400
     IWM2,414-2,036$400
SCHWAB STRATEGIC TR 13,556 +13,556 $371
     SCHE13,556+13,556$371
JPMORGAN CHASE & CO 2,367 +2,367 $330
     JPM2,367+2,367$330

See Full List: All Stocks Held By APCM Wealth Management for Individuals
— Including:
     • Biggest new positions
     • 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 12/31/2019: $626,335
At 09/30/2019: $828,997

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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