HoldingsChannel.com
ERTS Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 107,774 +10,282 $31,766
     IVV107,774+10,282$31,766
ISHARES TR (IJR) 222,554 +41,185 $17,422
     IJR222,554+41,185$17,422
ISHARES TR (LQD) 120,282 +46,113 $14,959
     LQD120,282+46,113$14,959
ISHARES TR (USHY) 353,133 +207,781 $14,457
     USHY353,133+207,781$14,457
ISHARES TR (IUSV) 196,153 +53,383 $11,112
     IUSV196,153+53,383$11,112
ISHARES TR (IUSG) 174,160 +70,434 $10,916
     IUSG174,160+70,434$10,916
ISHARES TR (IEUR) 205,230 +72,256 $9,564
     IEUR205,230+72,256$9,564
ISHARES INC (IEMG) 127,203 +11,912 $6,543
     IEMG127,203+11,912$6,543
ISHARES TR (IEFA) 85,333 +41,475 $5,239
     IEFA85,333+41,475$5,239
ISHARES TR (IPAC) 76,359 +22,545 $4,251
     IPAC76,359+22,545$4,251
ISHARES TR (IEI) 30,990 -7,005 $3,897
     IEI30,990-7,005$3,897
ISHARES TR (SHV) 33,626 +32,485 $3,721
     SHV33,626+32,485$3,721
ISHARES TR (DGRO) 74,305 -79,834 $2,838
     DGRO74,305-79,834$2,838
CLOROX CO DEL 15,957 UNCH $2,443
     CLX15,957UNCH$2,443
ISHARES TR (HDV) 22,538 -3,970 $2,130
     HDV22,538-3,970$2,130
ENBRIDGE INC 53,904 -7,403 $1,945
     ENB53,904-7,403$1,945
APPLE INC 9,157 +1,392 $1,812
     AAPL9,157+1,392$1,812
ISHARES TR (MUB) 15,370 +10,070 $1,738
     MUB15,370+10,070$1,738
MICROSOFT CORP 10,376 +978 $1,390
     MSFT10,376+978$1,390
FIDELITY 42,248 +28,963 $1,255
     FDVV42,248+28,963$1,255
ISHARES TR (MBB) 11,077 +10,680 $1,192
     MBB11,077+10,680$1,192
ISHARES TR (IWF) 7,304 -3,220 $1,149
     IWF7,304-3,220$1,149
BERKSHIRE HATHAWAY INC DEL      $1,140
     BRK.B5,348-40$1,140
ISHARES TR (EEM) 24,858 +3,519 $1,067
     EEM24,858+3,519$1,067
MASTERCARD INC 3,977 -236 $1,052
     MA3,977-236$1,052
MAGELLAN MIDSTREAM PRTNRS LP 14,681 +955 $940
     MMP14,681+955$940
PROCTER AND GAMBLE CO 8,409 +25 $922
     PG8,409+25$922
ISHARES TR (USMV) 14,365 +8,448 $887
     USMV14,365+8,448$887
ISHARES TR (EFA) 13,375 +380 $879
     EFA13,375+380$879
ALPHABET INC 810 +71 $877
     GOOGL810+71$877
BOOKING HLDGS INC 438 -68 $821
     BKNG438-68$821
WELLS FARGO CO NEW 17,304 -1,021 $819
     WFC17,304-1,021$819
VERIZON COMMUNICATIONS INC 13,944 +1,964 $797
     VZ13,944+1,964$797
VISA INC 4,149 +400 $720
     V4,149+400$720
GENERAL MLS INC 12,809 -995 $673
     GIS12,809-995$673
PFIZER INC 14,575 +70 $631
     PFE14,575+70$631
ISHARES INC (DVYE) 15,396 +15,036 $628
     DVYE15,396+15,036$628
DUKE ENERGY CORP NEW 7,101 +355 $627
     DUK7,101+355$627
ISHARES TR (SUB) 5,800 +4,442 $618
     SUB5,800+4,442$618
NOVARTIS A G 6,478 -240 $592
     NVS6,478-240$592
FACEBOOK INC 2,996 +122 $578
     FB2,996+122$578
COCA COLA CO 10,790 +1,160 $549
     KO10,790+1,160$549
PEPSICO INC 4,028 +270 $528
     PEP4,028+270$528
DOMINION ENERGY INC 6,795 +565 $525
     D6,795+565$525
SOUTHERN CO 9,367 -400 $518
     SO9,367-400$518
ISHARES TR (AOM) 12,966 +532 $506
     AOM12,966+532$506
FIDELITY 10,002 -5,589 $505
     FLDR10,002-5,589$505
UNILEVER PLC 8,020 +805 $497
     UL8,020+805$497
ISHARES TR (IJT) 2,388 +1,268 $436
     IJT2,388+1,268$436
ISHARES TR (IJS) 2,799 +1,374 $416
     IJS2,799+1,374$416

See Full List: All Stocks Held By ERTS Wealth Advisors LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By ERTS Wealth Advisors LLC

Size ($ in 1000's)
At 06/30/2019: $181,222
At 03/31/2019: $140,550

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

ERTS Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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