HoldingsChannel.com
Cary Street Partner Investment Advisory LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD VALUE ETF (VTV) 41,394 +41,394 $4,961
     VTV41,394+41,394$4,961
VANGUARD INTERMEDIAT ETF (BIV) 49,562 +49,562 $4,323
     BIV49,562+49,562$4,323
SCHWAB US LARGE CAP ETF (SCHG) 45,424 +45,424 $4,220
     SCHG45,424+45,424$4,220
VANGUARD GROWTH ETF (VUG) 21,648 +21,648 $3,944
     VUG21,648+21,648$3,944
ISHARES MIN VOL EAFE ETF (EFAV) 3,880 +3,880 $2,924
     EFAV3,880+3,880$2,924
SCHWAB US LARGE CAP 42,082 +42,082 $2,530
     SCHV42,082+42,082$2,530
SPDR S&P 400 MID CAP ETF (MDYG) 41,561 +41,561 $2,373
     MDYG41,561+41,561$2,373
ISHARES ETF (IWV) 12,035 +12,035 $2,206
     IWV12,035+12,035$2,206
APPLE INC 7,508 +7,508 $2,205
     AAPL7,508+7,508$2,205
ISHARES CORE MSCI ETF (IEFA) 28,219 +28,219 $1,851
     IEFA28,219+28,219$1,851
ISHARS EDG MSCI USA QLTY 17,731 +17,731 $1,791
     QUAL17,731+17,731$1,791
SCHWAB US SMALL CAP ETF (SCHA) 23,261 +23,261 $1,759
     SCHA23,261+23,261$1,759
VANGUARD SMALL CAP ETF (VB) 10,603 +10,603 $1,756
     VB10,603+10,603$1,756
PIMCO ETF TRUST ETF (MINT) 16,477 +16,477 $1,674
     MINT16,477+16,477$1,674
SPDR S&P 400 MDCP VAL ETF (MDYV) 30,407 +30,407 $1,666
     MDYV30,407+30,407$1,666
INVESCO TR II ETF (XSLV) 31,203 +31,203 $1,651
     XSLV31,203+31,203$1,651
MICROSOFT CORP 9,160 +9,160 $1,445
     MSFT9,160+9,160$1,445
VANGUARD TOTAL STOCK ETF (VTI) 8,772 +8,772 $1,435
     VTI8,772+8,772$1,435
ISHARES MSCI MIN VOL ETF (USMV) 19,919 +19,919 $1,307
     USMV19,919+19,919$1,307
ISHARES ETF (IWY) 24,371 +24,371 $1,155
     IWY24,371+24,371$1,155
VANGUARD FTSE ETF (VEA) 25,676 +25,676 $1,131
     VEA25,676+25,676$1,131
EXXON MOBIL CORP 15,030 +15,030 $1,049
     XOM15,030+15,030$1,049
VANGUARD LRG CAP ETF (VV) 6,968 +6,968 $1,030
     VV6,968+6,968$1,030
ABERDEEN STANDARD ETF (SGOL) 69,090 +69,090 $1,010
     SGOL69,090+69,090$1,010
ISHARES ETF (IWD) 7,352 +7,352 $1,003
     IWD7,352+7,352$1,003
ISHARES CORE S&P 500 ETF (IVV) 2,979 +2,979 $963
     IVV2,979+2,979$963
SCHWAB INTERNATIONAL 28,603 +28,603 $962
     SCHF28,603+28,603$962
ISHARES CORE S&P MID ETF (IJH) 4,608 +4,608 $948
     IJH4,608+4,608$948
VANGUARD MID CAP VAL ETF (VOE) 7,610 +7,610 $907
     VOE7,610+7,610$907
VANECK VECTORS TR ETF (MOAT) 16,009 +16,009 $877
     MOAT16,009+16,009$877
VANGUARD MID CAP ETF (VOT) 5,507 +5,507 $874
     VOT5,507+5,507$874
ISHARES EAFE GRWTH ETF (EFG) 9,054 +9,054 $783
     EFG9,054+9,054$783
ISHARES IBOXX & ETF (LQD) 6,073 +6,073 $777
     LQD6,073+6,073$777
ISHARES TRUST 0 5YR ETF (SLQD) 14,628 +14,628 $747
     SLQD14,628+14,628$747
JPMORGAN ETF (JPST) 14,697 +14,697 $741
     JPST14,697+14,697$741
JPMORGAN CHASE & CO 5,247 +5,247 $731
     JPM5,247+5,247$731
SPDR GOLD TRUST ETF (GLD) 4,850 +4,850 $693
     GLD4,850+4,850$693
VANGUARD INDEX FDS ETF (VNQ) 7,353 +7,353 $682
     VNQ7,353+7,353$682
SPDR S&P 500 TRUST ETF (SPY) 2,032 +2,032 $654
     SPY2,032+2,032$654
AT&T INC COM 15,694 +15,694 $613
     T15,694+15,694$613
VANGUARD FD TL INTL ETF (VXUS) 10,733 +10,733 $598
     VXUS10,733+10,733$598
ALTRIA GROUP INC 11,647 +11,647 $581
     MO11,647+11,647$581
ISHARES CORE S&P ETF (IJR) 6,763 +6,763 $567
     IJR6,763+6,763$567
VERIZON COMMUNICATIONS 9,173 +9,173 $563
     VZ9,173+9,173$563
ISHARES CORE U.S. ETF (AGG) 4,982 +4,982 $560
     AGG4,982+4,982$560
SELECT SECTOR SPDR T ETF (XLU) 8,619 +8,619 $555
     XLU8,619+8,619$555
BERKSHIRE HATHAWAY INC      $524
     BRK.B814+814$524
UNITEDHEALTH GROUP 1,732 +1,732 $509
     UNH1,732+1,732$509
DISNEY WALT COMPANY 3,427 +3,427 $496
     DIS3,427+3,427$496
FIRST TRUST CLOUD ETF (SKYY) 8,159 +8,159 $493
     SKYY8,159+8,159$493

See Full List: All Stocks Held By Cary Street Partner Investment Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Cary Street Partner Investment Advisory LLC

Size ($ in 1000's)
At 12/31/2019: $91,256
At 09/30/2019: $0

Cary Street Partner Investment Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cary Street Partner Investment Advisory LLC 13F filings. Link to 13F filings: SEC filings

Cary Street Partner Investment Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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