HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
167,442 | -2,685 | $43,267 |
| IVV | 167,442 | -2,685 | $43,267 |
| ISHARES TR (AGG) |
166,567 | -9,671 | $19,217 |
| AGG | 166,567 | -9,671 | $19,217 |
| INVESCO EXCHANGE TRADED FD T (XMLV) |
387,314 | +387,314 | $15,423 |
| XMLV | 387,314 | +387,314 | $15,423 |
| SCHWAB STRATEGIC TR |
300,173 | +69,853 | $13,502 |
| SCHD | 300,173 | +69,853 | $13,502 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
367,180 | -77,345 | $12,242 |
| VEA | 367,180 | -77,345 | $12,242 |
| SELECT SECTOR SPDR TR (XLP) |
219,956 | -11,060 | $11,981 |
| XLP | 219,956 | -11,060 | $11,981 |
| VANGUARD MUN BD FD INC (VTEB) |
158,341 | -6,011 | $8,376 |
| VTEB | 158,341 | -6,011 | $8,376 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
234,884 | -37,417 | $7,880 |
| VWO | 234,884 | -37,417 | $7,880 |
| ISHARES TR (MTUM) |
73,678 | +73,538 | $7,845 |
| MTUM | 73,678 | +73,538 | $7,845 |
| SCHWAB STRATEGIC TR |
218,670 | -206,434 | $5,657 |
| FNDA | 218,670 | -206,434 | $5,657 |
| SCHWAB STRATEGIC TR |
158,912 | -4,700 | $3,731 |
| FNDC | 158,912 | -4,700 | $3,731 |
| SCHWAB STRATEGIC TR |
60,577 | -4,687 | $3,288 |
| SCHZ | 60,577 | -4,687 | $3,288 |
| GLOBAL X FDS |
97,648 | +13,000 | $3,111 |
| CATH | 97,648 | +13,000 | $3,111 |
| ISHARES TR (EFA) |
54,175 | +650 | $2,896 |
| EFA | 54,175 | +650 | $2,896 |
| PROGRESSIVE CORP OHIO |
30,443 | UNCH | $2,248 |
| PGR | 30,443 | UNCH | $2,248 |
| SCHWAB STRATEGIC TR |
68,436 | -12,280 | $1,439 |
| FNDF | 68,436 | -12,280 | $1,439 |
| SCHWAB STRATEGIC TR |
40,653 | -39,288 | $1,274 |
| FNDX | 40,653 | -39,288 | $1,274 |
| LOCKHEED MARTIN CORP |
3,199 | UNCH | $1,084 |
| LMT | 3,199 | UNCH | $1,084 |
| SCHWAB STRATEGIC TR |
11,663 | -104 | $929 |
| SCHG | 11,663 | -104 | $929 |
| SCHWAB STRATEGIC TR |
16,768 | -619 | $867 |
| SCHO | 16,768 | -619 | $867 |
| ISHARES TR (EFAV) |
11,242 | +11,242 | $698 |
| EFAV | 11,242 | +11,242 | $698 |
| GALLAGHER ARTHUR J & CO |
8,320 | UNCH | $678 |
| AJG | 8,320 | UNCH | $678 |
| SCHWAB STRATEGIC TR |
30,053 | UNCH | $618 |
| FNDE | 30,053 | UNCH | $618 |
| SCHWAB STRATEGIC TR |
29,240 | -2,606 | $605 |
| SCHE | 29,240 | -2,606 | $605 |
| SCHWAB STRATEGIC TR |
11,492 | -240,252 | $509 |
| SCHV | 11,492 | -240,252 | $509 |
| VANGUARD BD INDEX FDS (BND) |
5,726 | UNCH | $489 |
| BND | 5,726 | UNCH | $489 |
| ISHARES TR (IWM) |
3,324 | -38,954 | $380 |
| IWM | 3,324 | -38,954 | $380 |
| VANGUARD INDEX FDS (VOO) |
1,330 | -367 | $315 |
| VOO | 1,330 | -367 | $315 |
| APPLE INC |
1,169 | +34 | $297 |
| AAPL | 1,169 | +34 | $297 |
| SCHWAB STRATEGIC TR |
5,484 | -2,776 | $283 |
| SCHA | 5,484 | -2,776 | $283 |
| ANTERO MIDSTREAM CORP |
132,722 | -7,562 | $279 |
| AM | 132,722 | -7,562 | $279 |
| MICROSOFT CORP |
1,706 | UNCH | $269 |
| MSFT | 1,706 | UNCH | $269 |
| US BANCORP DEL |
7,625 | +10 | $263 |
| USB | 7,625 | +10 | $263 |
| QUALCOMM INC |
3,855 | UNCH | $261 |
| QCOM | 3,855 | UNCH | $261 |
| NEWMONT CORP |
5,275 | -4,838 | $239 |
| NEM | 5,275 | -4,838 | $239 |
| VANGUARD BD INDEX FDS (BSV) |
2,582 | UNCH | $212 |
| BSV | 2,582 | UNCH | $212 |
| PHILIP MORRIS INTL INC |
2,461 | UNCH | $180 |
| PM | 2,461 | UNCH | $180 |
| SOUTHERN CO |
3,115 | UNCH | $169 |
| SO | 3,115 | UNCH | $169 |
 BERKSHIRE HATHAWAY INC DEL |
$158 | ||
| BRK.B | 866 | +23 | $158 |
| CSG SYS INTL INC |
3,774 | UNCH | $158 |
| CSGS | 3,774 | UNCH | $158 |
| ALPHABET INC |
120 | UNCH | $140 |
| GOOG | 120 | UNCH | $140 |
| SCHWAB STRATEGIC TR |
2,233 | +214 | $135 |
| SCHB | 2,233 | +214 | $135 |
| ISHARES TR (EEM) |
3,750 | -45 | $128 |
| EEM | 3,750 | -45 | $128 |
| PROCTER & GAMBLE CO |
1,150 | UNCH | $127 |
| PG | 1,150 | UNCH | $127 |
| CISCO SYS INC |
2,740 | UNCH | $108 |
| CSCO | 2,740 | UNCH | $108 |
| ALTRIA GROUP INC |
2,791 | UNCH | $108 |
| MO | 2,791 | UNCH | $108 |
| AMAZON COM INC |
47 | -100 | $92 |
| AMZN | 47 | -100 | $92 |
| IAC INTERACTIVECORP |
500 | UNCH | $90 |
| IAC | 500 | UNCH | $90 |
| ISHARES SILVER TRUST (SLV) |
6,775 | UNCH | $88 |
| SLV | 6,775 | UNCH | $88 |
| ISHARES TR (IJH) |
556 | -124 | $80 |
| IJH | 556 | -124 | $80 |
See Full List: All Stocks Held By JJJ Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By JJJ Advisors Inc.
|
Size ($ in 1000's)
At 03/31/2020: $177,392 At 12/31/2019: $222,447 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 |
