HoldingsChannel.com
Black Diamond Financial LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD FTSE ALL WORLD (VEU) 211,149 +15,690 $10,512
     VEU211,149+15,690$10,512
SCHWAB US LARGE CAP ETF (SCHX) 146,803 +7,692 $10,381
     SCHX146,803+7,692$10,381
SCHWAB US SMALL CAP ETF (SCHA) 130,098 +12,596 $9,044
     SCHA130,098+12,596$9,044
VANGUARD GROWTH ETF (VUG) 45,396 +7,300 $7,548
     VUG45,396+7,300$7,548
CHARLES SCHWAB US MC 113,460 +13,614 $6,370
     SCHM113,460+13,614$6,370
SCHWAB INTERNATIONAL 162,816 +10,166 $5,149
     SCHF162,816+10,166$5,149
VANGUARD MEGA CAP GROWTH (MGK) 37,239 +4,503 $4,940
     MGK37,239+4,503$4,940
VANGUARD VALUE ETF (VTV) 42,826 +3,486 $4,780
     VTV42,826+3,486$4,780
VANGUARD SMALL CAP ETF (VB) 30,516 +6,770 $4,696
     VB30,516+6,770$4,696
ISHARES CORE S&P SMALL (IJR) 56,092 +2,028 $4,366
     IJR56,092+2,028$4,366
VANGUARD MEGA CAP VALUE (MGV) 52,211 +1,120 $4,252
     MGV52,211+1,120$4,252
VANGUARD MID CAP VALUE (VOE) 34,945 +4,246 $3,949
     VOE34,945+4,246$3,949
VANGUARD MID CAP ETF (VO) 22,683 +7,026 $3,802
     VO22,683+7,026$3,802
VANGUARD SHORT TERM COR (VCSH) 42,007 +8,034 $3,405
     VCSH42,007+8,034$3,405
VANGUARD MEGA CAP ETF (MGC) 30,270 +3,480 $3,121
     MGC30,270+3,480$3,121
VANGUARD SMALL CAP (VBK) 16,538 +2,291 $3,011
     VBK16,538+2,291$3,011
ISHARES CORE MSCI (IEMG) 58,861 -1,800 $2,885
     IEMG58,861-1,800$2,885
VANGUARD LARGE CAP ETF (VV) 21,024 +2,376 $2,866
     VV21,024+2,376$2,866
VANGUARD SMALL CAP VALUE (VBR) 21,261 +5,803 $2,739
     VBR21,261+5,803$2,739
SCHWAB INTERNATNAL SMALL 85,953 +11,342 $2,701
     SCHC85,953+11,342$2,701
SCHWAB SHORT TERM US 53,301 +9,198 $2,696
     SCHO53,301+9,198$2,696
VANGUARD FTSE EMERGING (VWO) 57,500 +16,363 $2,315
     VWO57,500+16,363$2,315
SCHWAB US LARGE CAP 39,554 +9,742 $2,244
     SCHV39,554+9,742$2,244
VANGUARD FTSE DEVELOPED (VEA) 54,031 -7,360 $2,220
     VEA54,031-7,360$2,220
VANGUARD REAL ESTATE (VNQ) 18,198 +1,839 $1,697
     VNQ18,198+1,839$1,697
VANGUARD MID CAP GROWTH (VOT) 10,439 +1,360 $1,546
     VOT10,439+1,360$1,546
VANGUARD S&P 500 ETF (VOO) 5,389 +821 $1,469
     VOO5,389+821$1,469
ISHARES CORE S&P 500 (IVV) 4,785 UNCH $1,428
     IVV4,785UNCH$1,428
ISHARES EDGE MSCI MIN (USMV) 21,733 +406 $1,393
     USMV21,733+406$1,393
ISHARES EDGE MSCI MIN (EFAV) 17,872 +5,352 $1,310
     EFAV17,872+5,352$1,310
FACEBOOK INC 6,729 +6,729 $1,198
     FB6,729+6,729$1,198
CHARLES SCHWAB US REIT 21,641 +1,938 $1,021
     SCHH21,641+1,938$1,021
APPLE INC 4,209 +541 $943
     AAPL4,209+541$943
VGRD FTSE ALL WRLD EX US 8,816 -65 $899
     VSS8,816-65$899
SPDR S&P 500 ETF (SPY) 3,015 +1,878 $895
     SPY3,015+1,878$895
SPDR NUVEEN BLOOMBERG (SHM) 14,645 +1,685 $717
     SHM14,645+1,685$717
VANGUARD TOTAL STOCK (VTI) 4,741 +11 $716
     VTI4,741+11$716
PEPSICO INC 4,634 +100 $635
     PEP4,634+100$635
BECTON DICKINSON&CO 2,230 UNCH $564
     BDX2,230UNCH$564
ISHARES CORE HIGH (HDV) 5,865 UNCH $552
     HDV5,865UNCH$552
SCHWAB EMERGING MARKETS 20,795 +8,850 $523
     SCHE20,795+8,850$523
SCHWAB US LARGE CAP 6,058 +2,035 $509
     SCHG6,058+2,035$509
PNC FINL SERVICES 3,382 UNCH $474
     PNC3,382UNCH$474
INVESCO S&P 500 EQUAL 4,000 UNCH $432
     RSP4,000UNCH$432
ISHARES CORE MSCI EAFE (IEFA) 7,060 UNCH $431
     IEFA7,060UNCH$431
ISHARES TIPS BOND ETF (TIP) 3,710 UNCH $431
     TIP3,710UNCH$431
NESCO HOLDINGS IN 25 WTS      $424
     NSCO.WT493,000+493,000$424
YUM BRANDS INC 3,330 UNCH $378
     YUM3,330UNCH$378
BERKSHIRE HATHAWAY      $368
     BRK.B1,768UNCH$368
ISHARES IBOXX HIGH YIELD (HYG) 3,582 +663 $312
     HYG3,582+663$312

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 09/30/2019: $135,641
At 06/30/2019: $117,346

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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