HoldingsChannel.com
| Entity | Amount | Change
03/31/2020 to 06/30/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
160,853 | -6,589 | $49,814 |
| IVV | 160,853 | -6,589 | $49,814 |
| ISHARES TR (AGG) |
162,231 | -4,336 | $19,177 |
| AGG | 162,231 | -4,336 | $19,177 |
| ISHARES TR (EFAV) |
257,265 | +246,023 | $16,995 |
| EFAV | 257,265 | +246,023 | $16,995 |
| SCHWAB STRATEGIC TR |
268,005 | -32,168 | $13,869 |
| SCHD | 268,005 | -32,168 | $13,869 |
| ISHARES TR (MTUM) |
77,989 | +4,311 | $10,217 |
| MTUM | 77,989 | +4,311 | $10,217 |
| SCHWAB STRATEGIC TR |
133,021 | +127,537 | $8,692 |
| SCHA | 133,021 | +127,537 | $8,692 |
| SCHWAB STRATEGIC TR |
260,445 | +41,775 | $8,261 |
| FNDA | 260,445 | +41,775 | $8,261 |
| VANGUARD MUN BD FDS (VTEB) |
146,269 | -12,072 | $7,919 |
| VTEB | 146,269 | -12,072 | $7,919 |
| SELECT SECTOR SPDR TR (XLP) |
73,482 | -146,474 | $4,309 |
| XLP | 73,482 | -146,474 | $4,309 |
| INVESCO EXCH TRADED FD TR II (XMLV) |
91,550 | -295,764 | $3,788 |
| XMLV | 91,550 | -295,764 | $3,788 |
| GLOBAL X FDS |
97,648 | UNCH | $3,722 |
| CATH | 97,648 | UNCH | $3,722 |
| SCHWAB STRATEGIC TR |
60,795 | +218 | $3,419 |
| SCHZ | 60,795 | +218 | $3,419 |
| SCHWAB STRATEGIC TR |
107,695 | -51,217 | $2,966 |
| FNDC | 107,695 | -51,217 | $2,966 |
| PROGRESSIVE CORP OHIO |
30,526 | +83 | $2,445 |
| PGR | 30,526 | +83 | $2,445 |
| SCHWAB STRATEGIC TR |
57,443 | -10,993 | $1,364 |
| FNDF | 57,443 | -10,993 | $1,364 |
| SCHWAB STRATEGIC TR |
34,888 | -5,765 | $1,285 |
| FNDX | 34,888 | -5,765 | $1,285 |
| SCHWAB STRATEGIC TR |
12,225 | +562 | $1,241 |
| SCHG | 12,225 | +562 | $1,241 |
| LOCKHEED MARTIN CORP |
3,206 | +7 | $1,170 |
| LMT | 3,206 | +7 | $1,170 |
| SCHWAB STRATEGIC TR |
16,666 | -102 | $860 |
| SCHO | 16,666 | -102 | $860 |
| GALLAGHER ARTHUR J & CO |
8,320 | UNCH | $811 |
| AJG | 8,320 | UNCH | $811 |
| ANTERO MIDSTREAM CORP |
132,722 | UNCH | $677 |
| AM | 132,722 | UNCH | $677 |
| VANGUARD TAX MANAGED FDS (VEA) |
17,260 | -349,920 | $670 |
| VEA | 17,260 | -349,920 | $670 |
| SCHWAB STRATEGIC TR |
24,910 | -4,330 | $607 |
| SCHE | 24,910 | -4,330 | $607 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
14,456 | -220,428 | $573 |
| VWO | 14,456 | -220,428 | $573 |
| VANGUARD BD INDEX FDS (BND) |
5,726 | UNCH | $506 |
| BND | 5,726 | UNCH | $506 |
| APPLE INC |
1,291 | +122 | $471 |
| AAPL | 1,291 | +122 | $471 |
| SCHWAB STRATEGIC TR |
16,690 | -13,363 | $391 |
| FNDE | 16,690 | -13,363 | $391 |
| MICROSOFT CORP |
1,878 | +172 | $382 |
| MSFT | 1,878 | +172 | $382 |
| VANGUARD INDEX FDS (VOO) |
1,252 | -78 | $355 |
| VOO | 1,252 | -78 | $355 |
| QUALCOMM INC |
3,855 | UNCH | $352 |
| QCOM | 3,855 | UNCH | $352 |
| NEWMONT CORP |
5,073 | -202 | $313 |
| NEM | 5,073 | -202 | $313 |
| BP PLC |
13,238 | +13,238 | $309 |
| BP | 13,238 | +13,238 | $309 |
| US BANCORP DEL |
7,712 | +87 | $284 |
| USB | 7,712 | +87 | $284 |
| INVESCO EXCHANGE TRADED FD T (PEY) |
18,889 | +18,889 | $273 |
| PEY | 18,889 | +18,889 | $273 |
| ISHARES TR (EFA) |
4,071 | -50,104 | $248 |
| EFA | 4,071 | -50,104 | $248 |
| SCHWAB STRATEGIC TR |
4,408 | -7,084 | $221 |
| SCHV | 4,408 | -7,084 | $221 |
| VANGUARD BD INDEX FDS (BSV) |
2,582 | UNCH | $215 |
| BSV | 2,582 | UNCH | $215 |
| PROCTER AND GAMBLE CO |
1,649 | +499 | $197 |
| PG | 1,649 | +499 | $197 |
| CISCO SYS INC |
3,845 | +1,105 | $179 |
| CSCO | 3,845 | +1,105 | $179 |
| PHILIP MORRIS INTL INC |
2,482 | +21 | $174 |
| PM | 2,482 | +21 | $174 |
| ALPHABET INC |
120 | UNCH | $170 |
| GOOG | 120 | UNCH | $170 |
| SOUTHERN CO |
3,179 | +64 | $165 |
| SO | 3,179 | +64 | $165 |
| SCHWAB STRATEGIC TR |
2,233 | UNCH | $164 |
| SCHB | 2,233 | UNCH | $164 |
| IAC INTERACTIVECORP |
500 | UNCH | $162 |
| IAC | 500 | UNCH | $162 |
 BERKSHIRE HATHAWAY INC DEL |
$158 | ||
| BRK.B | 886 | +20 | $158 |
| AMAZON COM INC |
57 | +10 | $157 |
| AMZN | 57 | +10 | $157 |
| ISHARES TR (ICF) |
1,390 | +1,390 | $140 |
| ICF | 1,390 | +1,390 | $140 |
| ISHARES TR (IJH) |
675 | +119 | $120 |
| IJH | 675 | +119 | $120 |
| JOHNSON & JOHNSON |
835 | +513 | $117 |
| JNJ | 835 | +513 | $117 |
| ISHARES SILVER TR (SLV) |
6,775 | UNCH | $115 |
| SLV | 6,775 | UNCH | $115 |
See Full List: All Stocks Held By JJJ Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By JJJ Advisors Inc.
|
Size ($ in 1000's)
At 06/30/2020: $178,017 At 03/31/2020: $177,392 JJJ Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from JJJ Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
