HoldingsChannel.com
Black Diamond Financial LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD FTSE ALL WORLD (VEU) 195,459 +10,942 $9,966
     VEU195,459+10,942$9,966
SCHWAB US LARGE CAP ETF (SCHX) 139,111 +555 $9,764
     SCHX139,111+555$9,764
SCHWAB US SMALL CAP ETF (SCHA) 117,502 +9,338 $8,399
     SCHA117,502+9,338$8,399
VANGUARD GROWTH ETF (VUG) 38,096 -320 $6,224
     VUG38,096-320$6,224
CHARLES SCHWAB US MC 99,846 +3,442 $5,700
     SCHM99,846+3,442$5,700
SCHWAB INTERNATIONAL 152,650 +10,879 $4,899
     SCHF152,650+10,879$4,899
VANGUARD VALUE ETF (VTV) 39,340 -1,424 $4,364
     VTV39,340-1,424$4,364
VANGUARD MEGA CAP GROWTH (MGK) 32,736 +595 $4,239
     MGK32,736+595$4,239
ISHARES CORE S&P SMALL (IJR) 54,064 -1,345 $4,232
     IJR54,064-1,345$4,232
VANGUARD MEGA CAP VALUE (MGV) 51,091 +2,313 $4,113
     MGV51,091+2,313$4,113
VANGUARD SMALL CAP ETF (VB) 23,746 +431 $3,720
     VB23,746+431$3,720
VANGUARD MID CAP VALUE (VOE) 30,699 +154 $3,418
     VOE30,699+154$3,418
ISHARES CORE MSCI (IEMG) 60,661 -1,868 $3,120
     IEMG60,661-1,868$3,120
VANGUARD SHORT TERM COR (VCSH) 33,973 -5,426 $2,741
     VCSH33,973-5,426$2,741
VANGUARD MEGA CAP ETF (MGC) 26,790 -160 $2,712
     MGC26,790-160$2,712
VANGUARD SMALL CAP (VBK) 14,247 -190 $2,653
     VBK14,247-190$2,653
VANGUARD MID CAP ETF (VO) 15,657 -1,816 $2,617
     VO15,657-1,816$2,617
VANGUARD FTSE DEVELOPED (VEA) 61,391 -3,270 $2,561
     VEA61,391-3,270$2,561
VANGUARD LARGE CAP ETF (VV) 18,648 +2 $2,512
     VV18,648+2$2,512
SCHWAB INTERNATNAL SMALL 74,611 +4,135 $2,435
     SCHC74,611+4,135$2,435
SCHWAB SHORT TERM US 44,103 +11,216 $2,231
     SCHO44,103+11,216$2,231
VANGUARD SMALL CAP VALUE (VBR) 15,458 -137 $2,018
     VBR15,458-137$2,018
VANGUARD FTSE EMERGING (VWO) 41,137 -1,598 $1,750
     VWO41,137-1,598$1,750
SCHWAB US LARGE CAP 29,812 -2,952 $1,674
     SCHV29,812-2,952$1,674
VANGUARD REAL ESTATE (VNQ) 16,359 +2,591 $1,430
     VNQ16,359+2,591$1,430
ISHARES CORE S&P 500 (IVV) 4,785 UNCH $1,410
     IVV4,785UNCH$1,410
VANGUARD MID CAP GROWTH (VOT) 9,079 -310 $1,356
     VOT9,079-310$1,356
ISHARES EDGE MSCI MIN (USMV) 21,327 -1,213 $1,317
     USMV21,327-1,213$1,317
VANGUARD S&P 500 ETF (VOO) 4,568 UNCH $1,229
     VOO4,568UNCH$1,229
VGRD FTSE ALL WRLD EX US 8,881 -390 $935
     VSS8,881-390$935
ISHARE EDGE MSCI MIN VOL 12,520 UNCH $909
     EFAV12,520UNCH$909
CHARLES SCHWAB US REIT 19,703 -2,230 $876
     SCHH19,703-2,230$876
APPLE INC 3,668 -376 $726
     AAPL3,668-376$726
VANGUARD TOTAL STOCK (VTI) 4,730 -281 $710
     VTI4,730-281$710
SPDR NUVEEN BLOOMBERG (SHM) 12,960 +45 $634
     SHM12,960+45$634
PEPSICO INC 4,534 UNCH $595
     PEP4,534UNCH$595
BECTON DICKINSON&CO 2,230 +2,230 $562
     BDX2,230+2,230$562
ISHARES CORE HIGH (HDV) 5,865 UNCH $554
     HDV5,865UNCH$554
PNC FINL SERVICES 3,382 +3,382 $464
     PNC3,382+3,382$464
ISHARES CORE MSCI EAFE (IEFA) 7,060 UNCH $433
     IEFA7,060UNCH$433
INVESCO S&P 500 EQUAL 4,000 UNCH $431
     RSP4,000UNCH$431
ISHARES TIPS BOND ETF (TIP) 3,710 UNCH $428
     TIP3,710UNCH$428
BERKSHIRE HATHAWAY      $377
     BRK.B1,768+110$377
YUM BRANDS INC 3,330 UNCH $368
     YUM3,330UNCH$368
SCHWAB US LARGE CAP 4,023 -553 $335
     SCHG4,023-553$335
SPDR S&P 500 ETF (SPY) 1,137 -126 $333
     SPY1,137-126$333
SCHWAB EMERGING MARKETS 11,945 -420 $313
     SCHE11,945-420$313
VANGUARD MUNI BND TAX (VTEB) 5,725 UNCH $304
     VTEB5,725UNCH$304
SCHWAB US AGGREGATE BOND 5,423 +187 $287
     SCHZ5,423+187$287
SPDR NUVEEN S&P HIGH (HYMB) 4,660 UNCH $272
     HYMB4,660UNCH$272

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 06/30/2019: $117,346
At 03/31/2019: $111,791

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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