HoldingsChannel.com
Interactive Financial Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD DIVIDEND APPRECIATION VIPERS (VIG) 182,799 -30,587 $22,788
     VIG182,799-30,587$22,788
ISHARES CORE S&P 500 ETF (IVV) 65,461 -657 $21,160
     IVV65,461-657$21,160
ISHARES IBOXX INVESTMENT GRADE CO ETF (LQD) 126,296 -19,332 $16,161
     LQD126,296-19,332$16,161
ISHARES CORE US AGGREGATE BOND ETF (AGG) 138,104 +1,316 $15,519
     AGG138,104+1,316$15,519
SPDR S&P 500 ETF TR TR UNIT (SPY) 46,450 +4,905 $14,950
     SPY46,450+4,905$14,950
ISHARES TR RUSSELL 2000 VALUE ETF (IWN) 73,316 +1,377 $9,427
     IWN73,316+1,377$9,427
ISHARES MSCI EAFE VALUE ETF (EFV) 184,386 +3,737 $9,206
     EFV184,386+3,737$9,206
VANGUARD TOTAL STOCK MARKET VIPERS (VTI) 46,604 +13,416 $7,625
     VTI46,604+13,416$7,625
ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEW (REM) 141,062 +141,062 $6,281
     REM141,062+141,062$6,281
SPDR GOLD TR GOLD SHS (GLD) 42,488 +20,778 $6,072
     GLD42,488+20,778$6,072
ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD (ITA) 24,541 +585 $5,450
     ITA24,541+585$5,450
VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD (BNDX) 94,865 +2,561 $5,367
     BNDX94,865+2,561$5,367
ISHARES INTERMEDIATE TERM CORPORATE BOND ETF (IGIB) 89,028 -13,748 $5,162
     IGIB89,028-13,748$5,162
VANGUARD TAX MANAGED INTL FD MSCI (VEA) 109,052 +5,147 $4,805
     VEA109,052+5,147$4,805
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 15,464 +3,004 $4,574
     VOO15,464+3,004$4,574
APPLE COMPUTER INC COM 14,734 -4,014 $4,327
     AAPL14,734-4,014$4,327
SCHWAB STRATEGIC TR US REIT ETF (SCHH) 91,811 +12,517 $4,220
     SCHH91,811+12,517$4,220
ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) 42,386 -4,943 $3,193
     REZ42,386-4,943$3,193
SELECT SECTOR SPDR FD HEALTH CARE (XLV) 31,341 +6,295 $3,192
     XLV31,341+6,295$3,192
ISHARES TR BARCLAYS 20 YR TREAS BD ETF (TLT) 22,111 -45,929 $2,996
     TLT22,111-45,929$2,996
ISHARES NORTH AMERICAN NATURAL RES ETF (IGE) 96,987 -2,870 $2,919
     IGE96,987-2,870$2,919
ALIBABA GRP SHS ADR 11,801 +11,801 $2,503
     BABA11,801+11,801$2,503
VANGUARD LARGE CAP VIPERS (VV) 15,149 +217 $2,240
     VV15,149+217$2,240
ALPHABET INC CAP STK CL A 1,480 +1,083 $1,982
     GOOGL1,480+1,083$1,982
ISHARES INC MSCI GLOBAL SILVER AND METALS MINER ETF (SLVP) 152,524 +138,203 $1,713
     SLVP152,524+138,203$1,713
UTILITIES SELECT SECTOR SPDR FUND (XLU) 24,105 +443 $1,558
     XLU24,105+443$1,558
FIRST TRUST WATER ETF (FIW) 25,214 +101 $1,512
     FIW25,214+101$1,512
VANGUARD HIGH DIVIDE (VYM) 14,754 +869 $1,383
     VYM14,754+869$1,383
HARBOR CAPITAL APPRECIATION FUND INST L CLASS      $1,376
     M18,168+18,168$1,376
DODGE & COX STOCK FUND      $1,368
     M7,059+7,059$1,368
AMERICAN FUNDS AMCAP FUND CLASS F 3      $1,367
     M40,667+40,667$1,367
VANGUARD SELECTED VALUE FUND INVESTOR CLASS      $1,357
     M50,098+50,098$1,357
FIDELITY CONTRAFUND RETAIL CLASS      $1,356
     M98,917+10,564$1,356
ISHARES TR BARCLAYS 1 3 TREAS BD ETF (SHY) 13,943 -262 $1,180
     SHY13,943-262$1,180
WILMINGTON US TREASURY MONEY MARKET FUND ADMIN CLASS      $1,174
     MM1,173,679+287,236$1,174
CONSUMER STAPLES SPDR (XLP) 18,290 -115 $1,152
     XLP18,290-115$1,152
FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD (TDTT) 39,668 +474 $980
     TDTT39,668+474$980
ISHARES TR 3 7 YR TREAS BD ETF (IEI) 7,293 +247 $917
     IEI7,293+247$917
ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUND (IGM) 3,705 +707 $897
     IGM3,705+707$897
ISHARES TIPS BOND ETF (TIP) 6,793 +21 $792
     TIP6,793+21$792
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 28,572 -2,879 $756
     PZA28,572-2,879$756
SPDR SER TR S&P BIOTECH ETF (XBI) 7,582 +6 $721
     XBI7,582+6$721
FACEBOOK INC CL A 3,399 -6,099 $698
     FB3,399-6,099$698
ADVISORS PREFERRED TRUST THE GOLD BULLION STRATEGY FUND INVESTOR CLASS      $666
     M30,478+30,478$666
SSGA ACTIVE ETF TR BLACKSTONE GSO SR LN ETF (SRLN) 13,790 +6,682 $642
     SRLN13,790+6,682$642
MERK HARD CURRENCY FUND INV CLASS      $621
     M67,146+67,146$621
FLEXSHARES TR READY ACCESS VAR INCOME FD (RAVI) 7,873 +39 $596
     RAVI7,873+39$596
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD)      $591
     SPHD13,258+53$584
     M191+191$7
ISHARES TR NATL AMT FREE MUNI BD ETF (MUB) 4,960 -1,160 $565
     MUB4,960-1,160$565
ARK INNOVATION ETF (ARKK) 11,267 +921 $564
     ARKK11,267+921$564

See Full List: All Stocks Held By Interactive Financial Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Interactive Financial Advisors

Size ($ in 1000's)
At 12/31/2019: $221,917
At 09/30/2019: $217,455

Combined Holding Report Includes:
Interactive Financial Advisors
Belvedere Advisors LLC

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

Interactive Financial Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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