HoldingsChannel.com
Black Diamond Financial LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 154,199 +7,396 $11,844
     SCHX154,199+7,396$11,844
VANGUARD INTL EQUITY INDEX F (VEU) 200,655 -10,494 $10,785
     VEU200,655-10,494$10,785
SCHWAB STRATEGIC TR 132,487 +2,389 $10,021
     SCHA132,487+2,389$10,021
VANGUARD INDEX FDS (VUG) 37,916 -7,480 $6,907
     VUG37,916-7,480$6,907
SCHWAB STRATEGIC TR 110,645 -2,815 $6,655
     SCHM110,645-2,815$6,655
SCHWAB STRATEGIC TR 186,537 +23,721 $6,273
     SCHF186,537+23,721$6,273
VANGUARD WORLD FD (MGK) 41,052 +3,813 $5,980
     MGK41,052+3,813$5,980
VANGUARD WORLD FD (MGV) 65,532 +13,321 $5,713
     MGV65,532+13,321$5,713
VANGUARD INDEX FDS (VTV) 39,586 -3,240 $4,744
     VTV39,586-3,240$4,744
ISHARES TR (IJR) 53,142 -2,950 $4,456
     IJR53,142-2,950$4,456
SCHWAB STRATEGIC TR 87,297 +33,996 $4,407
     SCHO87,297+33,996$4,407
VANGUARD INDEX FDS (VOE) 32,222 -2,723 $3,841
     VOE32,222-2,723$3,841
VANGUARD INDEX FDS (VB) 23,085 -7,431 $3,824
     VB23,085-7,431$3,824
VANGUARD WORLD FD (MGC) 29,530 -740 $3,299
     MGC29,530-740$3,299
VANGUARD SCOTTSDALE FDS (VCSH) 40,598 -1,409 $3,290
     VCSH40,598-1,409$3,290
ISHARES INC (IEMG) 58,706 -155 $3,156
     IEMG58,706-155$3,156
VANGUARD INDEX FDS (VBK) 14,248 -2,290 $2,831
     VBK14,248-2,290$2,831
VANGUARD INDEX FDS (VO) 15,467 -7,216 $2,756
     VO15,467-7,216$2,756
VANGUARD INDEX FDS (VV) 18,535 -2,489 $2,740
     VV18,535-2,489$2,740
SCHWAB STRATEGIC TR 76,817 -9,136 $2,662
     SCHC76,817-9,136$2,662
VANGUARD INDEX FDS (VBR) 15,545 -5,716 $2,131
     VBR15,545-5,716$2,131
VANGUARD TAX MANAGED INTL FD (VEA) 46,634 -7,397 $2,055
     VEA46,634-7,397$2,055
SCHWAB STRATEGIC TR 31,022 -8,532 $1,865
     SCHV31,022-8,532$1,865
VANGUARD INDEX FDS (VNQ) 19,958 +1,760 $1,852
     VNQ19,958+1,760$1,852
VANGUARD INTL EQUITY INDEX F (VWO) 41,289 -16,211 $1,836
     VWO41,289-16,211$1,836
ISHARES TR (IVV) 4,785 UNCH $1,547
     IVV4,785UNCH$1,547
ISHARES TR (USMV) 23,582 +1,849 $1,547
     USMV23,582+1,849$1,547
VANGUARD INDEX FDS (VOO) 4,926 -463 $1,457
     VOO4,926-463$1,457
VANGUARD INDEX FDS (VOT) 9,175 -1,264 $1,457
     VOT9,175-1,264$1,457
FACEBOOK INC 5,879 -850 $1,207
     FB5,879-850$1,207
APPLE INC 4,008 -201 $1,177
     AAPL4,008-201$1,177
VANGUARD INDEX FDS (VTI) 6,800 +2,059 $1,113
     VTI6,800+2,059$1,113
ISHARES TR (EFAV) 13,245 -4,627 $987
     EFAV13,245-4,627$987
SCHWAB STRATEGIC TR 19,805 -1,836 $910
     SCHH19,805-1,836$910
VANGUARD INTL EQUITY INDEX F (VSS) 8,021 -795 $891
     VSS8,021-795$891
PEPSICO INC 4,534 -100 $620
     PEP4,534-100$620
BECTON DICKINSON & CO 2,230 UNCH $606
     BDX2,230UNCH$606
ISHARES TR (HDV) 5,865 UNCH $575
     HDV5,865UNCH$575
ISHARES TR (IEFA) 8,166 +1,106 $533
     IEFA8,166+1,106$533
PNC FINL SVCS GROUP INC 3,272 -110 $522
     PNC3,272-110$522
INVESCO EXCHANGE TRADED FD T (RSP) 4,077 +77 $472
     RSP4,077+77$472
BERKSHIRE HATHAWAY INC DEL      $437
     BRK.B1,931+163$437
ISHARES TR (TIP) 3,710 UNCH $432
     TIP3,710UNCH$432
SPDR SERIES TRUST (SHM) 8,560 -6,085 $420
     SHM8,560-6,085$420
SCHWAB STRATEGIC TR 4,198 -1,860 $390
     SCHG4,198-1,860$390
YUM BRANDS INC 3,330 UNCH $335
     YUM3,330UNCH$335
MOODYS CORP 1,380 UNCH $328
     MCO1,380UNCH$328
SCHWAB STRATEGIC TR 11,945 -8,850 $327
     SCHE11,945-8,850$327
SPDR S&P 500 ETF TR (SPY) 1,011 -2,004 $325
     SPY1,011-2,004$325
MICROSOFT CORP 1,969 UNCH $311
     MSFT1,969UNCH$311

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

See Details: Top 10 Stocks Held By Black Diamond Financial LLC

Size ($ in 1000's)
At 12/31/2019: $138,065
At 09/30/2019: $135,641

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

Black Diamond Financial LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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