HoldingsChannel.com
Fusion Family Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD S&P 500 SHS (VOO) 234,605 +12,434 $55,559
     VOO234,605+12,434$55,559
VANGUARD FTSE DEVELOPED MARKET (VEA) 1,398,025 +122,923 $46,610
     VEA1,398,025+122,923$46,610
INVESCO S&P 500 REVENUE 898,360 +71,954 $39,447
     RWL898,360+71,954$39,447
INVESCO QQQ TRUST 135,698 -3,177 $25,886
     QQQ135,698-3,177$25,886
VANGUARD FTSE EMERGING MKTS (VWO) 673,690 +43,278 $22,602
     VWO673,690+43,278$22,602
COLUMBIA TR II EMERGING MKTS CONSUMER 1,151,236 +89,496 $22,484
     ECON1,151,236+89,496$22,484
INVESCO BULLETSHARES 2024 CORP BD (BSCO) 914,438 -40,866 $18,883
     BSCO914,438-40,866$18,883
VANGUARD FTSE ALL WORLD EX USA SMALL CAP (VSS) 241,288 +34,311 $18,881
     VSS241,288+34,311$18,881
INVESCO BULLETSHARES 2022 CORP BD (BSCM) 891,093 -53,992 $18,873
     BSCM891,093-53,992$18,873
INVESCO BULLETSHARES 2020 CORP BD (BSCK) 868,429 -70,656 $18,246
     BSCK868,429-70,656$18,246
VANGUARD SMALL CAP (VB) 137,515 +20,084 $15,875
     VB137,515+20,084$15,875
INVESCO S&P SMALLCAP 600 REVENUE 373,611 +113,884 $15,673
     RWJ373,611+113,884$15,673
INVESCO S&P MIDCAP 400 REVENUE 375,948 +78,831 $15,452
     RWK375,948+78,831$15,452
VANGUARD LARGE CAP (VV) 61,854 -1,562 $7,325
     VV61,854-1,562$7,325
ISHARES CORE S&P 500 (IVV) 17,449 +9,629 $4,509
     IVV17,449+9,629$4,509
ISHARES IBONDS DEC 2022 TERM MUNI BOND (IBMK) 164,619 -33,329 $4,282
     IBMK164,619-33,329$4,282
ISHARES IBONDS SEP 2020 TERM MUNI BOND (IBMI) 164,699 -30,110 $4,179
     IBMI164,699-30,110$4,179
ISHARES CORE MSCI EAFE (IEFA) 74,106 +40,189 $3,697
     IEFA74,106+40,189$3,697
ISHARES CORE MSCI EMERGING MKTS (IEMG) 56,017 +35,811 $2,267
     IEMG56,017+35,811$2,267
VANGUARD MID CAP (VO) 14,600 +855 $1,922
     VO14,600+855$1,922
ISHARES CORE S&P SMALL CAP (IJR) 31,530 -3,212 $1,769
     IJR31,530-3,212$1,769
ISHARES CORE S&P MID CAP (IJH) 10,815 +3,619 $1,556
     IJH10,815+3,619$1,556
ISHARES MSCI EAFE (EFA) 22,352 +12,216 $1,195
     EFA22,352+12,216$1,195
VANGUARD GROWTH (VUG) 3,003 UNCH $471
     VUG3,003UNCH$471
SPDR S&P 500 TRUST (SPY) 1,635 -25 $424
     SPY1,635-25$424
APPLE INC 1,277 -68 $325
     AAPL1,277-68$325
MASTERCARD INC A 1,204 UNCH $291
     MA1,204UNCH$291
FACEBOOK INC CL A 1,535 -25 $256
     FB1,535-25$256
ISHARES MICRO CAP (IWC) 3,798 -2,242 $255
     IWC3,798-2,242$255
VANGUARD MEGA CAP VALUE (MGV) 3,840 UNCH $253
     MGV3,840UNCH$253
INVESCO BULLETSHARES 2021 CORP BD (BSCL) 10,230 UNCH $215
     BSCL10,230UNCH$215
INVESCO BULLETSHARES 2023 CORP BD (BSCN) 10,291 UNCH $213
     BSCN10,291UNCH$213
BERKSHIRE HATHAWAY INC DEL CL B NEW      $186
     BRK.B1,016-45$186
VERISK ANALYTICS INC 1,210 UNCH $169
     VRSK1,210UNCH$169
SPDR S&P MIDCAP 400 TR (MDY) 564 UNCH $149
     MDY564UNCH$149
VANGUARD FTSE ALL WORLD EX US (VEU) 3,525 -1,041 $145
     VEU3,525-1,041$145
VANGUARD VALUE (VTV) 1,592 -210 $142
     VTV1,592-210$142
ISHARES RUSSELL 1000 GROWTH (IWF) 908 UNCH $137
     IWF908UNCH$137
ISHARES MSCI USA ESG SLCT (SUSA) 1,200 UNCH $132
     SUSA1,200UNCH$132
JP MORGAN CHASE & CO COM 1,300 UNCH $117
     JPM1,300UNCH$117
INVESCO BULLETSHARES 2025 CORP BD (BSCP) 5,134 -10,299 $106
     BSCP5,134-10,299$106
AMPHENOL CORP 1,383 UNCH $101
     APH1,383UNCH$101
BRISTOL MYERS SQUIBB      $84
     BMY1,455UNCH$81
     Common Stock685UNCH$3
ISHARES RUSSELL MID CAP (IWR) 1,588 -250 $69
     IWR1,588-250$69
VISA INC COM CL A 400 UNCH $64
     V400UNCH$64
ISHARES MSCI EMERGING MARKETS (EEM) 1,774 -5,068 $61
     EEM1,774-5,068$61
METTLER TOLEDO INTL 88 UNCH $61
     MTD88UNCH$61
ISHARES RUSSELL 1000 (IWB) 415 UNCH $59
     IWB415UNCH$59
ISHARES RUSSELL 1000 VALUE (IWD) 574 UNCH $57
     IWD574UNCH$57
EXXON MOBIL CORP 1,467 UNCH $56
     XOM1,467UNCH$56

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

See Details: Top 10 Stocks Held By Fusion Family Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $373,037
At 12/31/2019: $434,330

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

Fusion Family Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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