HoldingsChannel.com
C J Advisory Inc Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) 303,689 +1,485 $34,976
     TILT303,689+1,485$34,976
FLEXSHARES TRUST ETF (TLTD) 239,427 +2,290 $14,754
     TLTD239,427+2,290$14,754
ISHARES RUSSELL TOP 200 ETF (IWL) 173,630 +148 $11,534
     IWL173,630+148$11,534
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 102,012 +344 $11,049
     AGG102,012+344$11,049
VANGUARD LARGE CAP INDEX FUND (VV) 82,642 +242 $10,849
     VV82,642+242$10,849
VANGUARD SHORT TERM BOND (BSV) 105,449 -665 $8,362
     BSV105,449-665$8,362
ISHARES CORE MSCI EAFE ETF (IEFA) 111,856 +583 $6,883
     IEFA111,856+583$6,883
AUTODESK INC 41,215 UNCH $6,752
     ADSK41,215UNCH$6,752
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) 52,996 +819 $5,608
     SUB52,996+819$5,608
VANGUARD REIT INDEX ETF (VNQ) 57,861 -294 $5,026
     VNQ57,861-294$5,026
ISHARES CORE MSCI EMERGING MKTS (IEMG) 81,774 +412 $4,294
     IEMG81,774+412$4,294
VANGUARD INTERMEDIATE TERM BOND (BIV) 41,183 -885 $3,434
     BIV41,183-885$3,434
VANGUARD SMALL CAP ETF (VB) 21,377 +113 $3,307
     VB21,377+113$3,307
ISHARES TR KLD 400 SOCIAL INDEX FD (DSI) 29,897 -260 $3,192
     DSI29,897-260$3,192
SPDR S&P 500 ETF (SPY) 11,064 -72 $3,162
     SPY11,064-72$3,162
ISHARES AMT FREE MUNI BOND ETF (MUB) 17,935 +653 $1,986
     MUB17,935+653$1,986
ISHARES MSCI EAFE ESG SELECT ETF (ESGD) 22,978 +706 $1,470
     ESGD22,978+706$1,470
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 6,588 -6 $1,459
     IJK6,588-6$1,459
ISHARES MSCI USA ESG SELECT ETF (SUSA) 11,975 +400 $1,434
     SUSA11,975+400$1,434
ISHARES MSCI EAFE ETF (EFA) 14,926 -46 $981
     EFA14,926-46$981
ADOBE SYS INC 3,561 -200 $969
     ADBE3,561-200$969
NUVEEN ESG SMALL CAP ETF (NUSC) 32,543 +1,145 $947
     NUSC32,543+1,145$947
SPDR MUNICIPAL BOND ETF (TFI) 18,702 -99 $918
     TFI18,702-99$918
NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD) 34,976 +669 $864
     NUBD34,976+669$864
AMAZON.COM INC 420 -30 $762
     AMZN420-30$762
FLEXSHARES TR (TLTE) 14,036 -733 $758
     TLTE14,036-733$758
VANGUARD VALUE ETF (VTV) 6,805 UNCH $741
     VTV6,805UNCH$741
REALTY INCOME CORP 7,570 UNCH $551
     O7,570UNCH$551
ISHARES MSCI EM ESG SELECT ETF (ESGE) 15,368 +366 $531
     ESGE15,368+366$531
ISHARES ESG USD CORPORATE BOND ETF (SUSC) 21,354 +260 $529
     SUSC21,354+260$529
VANGUARD TOTAL BOND MARKET ETF (BND) 5,920 -388 $477
     BND5,920-388$477
PAYPAL HLDGS INC COM 2,993 -145 $316
     PYPL2,993-145$316
INTEL CORP COM 4,898 UNCH $267
     INTC4,898UNCH$267
BANK AMER CORP COM 8,700 +10 $248
     BAC8,700+10$248
APPLE INC 1,232 +4 $236
     AAPL1,232+4$236
VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS (VIOV) 1,725 -10 $223
     VIOV1,725-10$223
ISHARES S&P 500 INDEX (IVV) 641 UNCH $185
     IVV641UNCH$185
ISHARES S&P AGGRESSIVE ALLOCATION FUND (AOA) 3,300 -100 $178
     AOA3,300-100$178
LCI INDS COM 2,077 UNCH $161
     LCII2,077UNCH$161
GOOGLE INC 122 UNCH $146
     GOOGL122UNCH$146
DTE ENERGY CO COM 945 UNCH $117
     DTE945UNCH$117
EBAY INC 2,870 UNCH $108
     EBAY2,870UNCH$108
MICROSOFT 680 UNCH $81
     MSFT680UNCH$81
CISCO SYS INC 1,288 +674 $71
     CSCO1,288+674$71
VERIZON COMMUNICATIONS 1,171 +400 $69
     VZ1,171+400$69
MASTERCARD INC 271 UNCH $65
     MA271UNCH$65
ISHARES SHORT MATURITY MUNICIPAL BOND ETF (MEAR) 1,306 UNCH $65
     MEAR1,306UNCH$65
ALPHABET INC CAP STK CL C 50 UNCH $60
     GOOG50UNCH$60
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 1,003 UNCH $50
     IUSB1,003UNCH$50
AMERICAN WTR WKS CO INC NEW COM 446 UNCH $46
     AWK446UNCH$46

See Full List: All Stocks Held By C J Advisory Inc
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By C J Advisory Inc

Size ($ in 1000's)
At 03/31/2019: $153,751
At 12/31/2018: $136,704

C J Advisory Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from C J Advisory Inc 13F filings. Link to 13F filings: SEC filings

C J Advisory Inc Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.