HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PIMCO ETF TR (BOND) |
223,066 | +1,732 | $23,683 |
| BOND | 223,066 | +1,732 | $23,683 |
| SSGA ACTIVE ETF TR (TOTL) |
415,659 | +1 | $19,935 |
| TOTL | 415,659 | +1 | $19,935 |
| PIMCO ETF TR (MINT) |
152,708 | +286 | $15,115 |
| MINT | 152,708 | +286 | $15,115 |
| JP MORGAN EXCHANGE TRADED FD (JPST) |
162,800 | -10,556 | $8,086 |
| JPST | 162,800 | -10,556 | $8,086 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
85,656 | +2,498 | $6,775 |
| VCSH | 85,656 | +2,498 | $6,775 |
| INVESCO EXCHNG TRADED FD TR (SPLV) |
113,490 | +57 | $5,325 |
| SPLV | 113,490 | +57 | $5,325 |
| PROCTER & GAMBLE CO |
47,212 | -20 | $5,193 |
| PG | 47,212 | -20 | $5,193 |
| JP MORGAN EXCHANGE TRADED FD (JPGE) |
96,481 | -3,892 | $4,616 |
| JPGE | 96,481 | -3,892 | $4,616 |
| ISHARES TR (USMV) |
76,285 | +4,234 | $4,120 |
| USMV | 76,285 | +4,234 | $4,120 |
| ISHARES INC (ACWV) |
41,013 | +2,901 | $3,295 |
| ACWV | 41,013 | +2,901 | $3,295 |
| VANGUARD INDEX FDS (VTI) |
20,819 | +81 | $2,684 |
| VTI | 20,819 | +81 | $2,684 |
| SCHWAB STRATEGIC TR |
59,943 | +2,420 | $2,527 |
| SCHM | 59,943 | +2,420 | $2,527 |
| SCHWAB STRATEGIC TR |
29,960 | +4,419 | $2,386 |
| SCHG | 29,960 | +4,419 | $2,386 |
| SCHWAB STRATEGIC TR |
43,233 | -1,330 | $2,227 |
| SCHA | 43,233 | -1,330 | $2,227 |
| SPDR S&P 500 ETF TR (SPY) |
8,442 | +68 | $2,176 |
| SPY | 8,442 | +68 | $2,176 |
| VANGUARD INDEX FDS (VO) |
15,989 | -187 | $2,105 |
| VO | 15,989 | -187 | $2,105 |
| WISDOMTREE TR |
78,729 | -29 | $1,902 |
| DON | 78,729 | -29 | $1,902 |
| ISHARES TR (IJR) |
33,724 | +3,509 | $1,892 |
| IJR | 33,724 | +3,509 | $1,892 |
| WISDOMTREE TR |
104,393 | -667 | $1,881 |
| DES | 104,393 | -667 | $1,881 |
| SCHWAB STRATEGIC TR |
36,050 | +1,468 | $1,622 |
| SCHD | 36,050 | +1,468 | $1,622 |
| APPLE INC |
5,842 | -263 | $1,486 |
| AAPL | 5,842 | -263 | $1,486 |
| SCHWAB STRATEGIC TR |
24,416 | +2,226 | $1,475 |
| SCHB | 24,416 | +2,226 | $1,475 |
| ISHARES INC (EUSA) |
29,289 | -501 | $1,366 |
| EUSA | 29,289 | -501 | $1,366 |
| ISHARES TR (IWB) |
8,409 | -32 | $1,190 |
| IWB | 8,409 | -32 | $1,190 |
| ISHARES US ETF TR (NEAR) |
20,668 | +82 | $1,002 |
| NEAR | 20,668 | +82 | $1,002 |
| FLEXSHARES TR (QDF) |
26,996 | -3,508 | $971 |
| QDF | 26,996 | -3,508 | $971 |
| ISHARES TR (QUAL) |
11,328 | -20 | $918 |
| QUAL | 11,328 | -20 | $918 |
| INVESCO EXCH TRD SLF IDX FD |
32,390 | +612 | $843 |
| OMFL | 32,390 | +612 | $843 |
| SCHWAB STRATEGIC TR |
12,513 | +3,027 | $766 |
| SCHX | 12,513 | +3,027 | $766 |
| ISHARES TR (MTUM) |
7,105 | +1,088 | $756 |
| MTUM | 7,105 | +1,088 | $756 |
| INVESCO EXCHNG TRADED FD TR (XSLV) |
22,672 | +155 | $751 |
| XSLV | 22,672 | +155 | $751 |
| PIMCO ETF TR (LDUR) |
7,326 | -454 | $725 |
| LDUR | 7,326 | -454 | $725 |
| SPDR SERIES TRUST (QUS) |
8,340 | +5,320 | $637 |
| QUS | 8,340 | +5,320 | $637 |
| VANGUARD INTL EQUITY INDEX F (VT) |
9,215 | -100 | $579 |
| VT | 9,215 | -100 | $579 |
| ISHARES TR (IJH) |
3,722 | +65 | $535 |
| IJH | 3,722 | +65 | $535 |
| ISHARES TR (SLQD) |
10,613 | +28 | $532 |
| SLQD | 10,613 | +28 | $532 |
| TESLA INC |
925 | +103 | $485 |
| TSLA | 925 | +103 | $485 |
| JP MORGAN EXCHANGE TRADED FD (JPIN) |
9,997 | -4,580 | $432 |
| JPIN | 9,997 | -4,580 | $432 |
| AT&T INC |
13,044 | UNCH | $380 |
| T | 13,044 | UNCH | $380 |
| SCHWAB STRATEGIC TR |
6,082 | -79 | $330 |
| SCHZ | 6,082 | -79 | $330 |
| GOLDMAN SACHS ETF TR (GSIE) |
13,227 | +11,012 | $305 |
| GSIE | 13,227 | +11,012 | $305 |
| JOHNSON & JOHNSON |
2,065 | UNCH | $271 |
| JNJ | 2,065 | UNCH | $271 |
| VANGUARD GROUP (VIG) |
2,559 | +845 | $265 |
| VIG | 2,559 | +845 | $265 |
| DAVITA INC |
3,266 | UNCH | $248 |
| DVA | 3,266 | UNCH | $248 |
| VANGUARD INDEX FDS (VUG) |
1,441 | UNCH | $226 |
| VUG | 1,441 | UNCH | $226 |
| SPDR SERIES TRUST (MDYG) |
5,128 | -212 | $220 |
| MDYG | 5,128 | -212 | $220 |
| SPDR DOW JONES INDL AVRG ETF (DIA) |
927 | +35 | $203 |
| DIA | 927 | +35 | $203 |
| SPDR SERIES TRUST (SPYG) |
5,685 | UNCH | $203 |
| SPYG | 5,685 | UNCH | $203 |
| ISHARES TR (IVV) |
763 | UNCH | $197 |
| IVV | 763 | UNCH | $197 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
749 | UNCH | $197 |
| MDY | 749 | UNCH | $197 |
See Full List: All Stocks Held By John W. Brooker & Co. CPAs
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By John W. Brooker & Co. CPAs
|
Size ($ in 1000's)
At 03/31/2020: $138,863 At 12/31/2019: $156,503 John W. Brooker & Co. CPAs holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from John W. Brooker & Co. CPAs 13F filings. Link to 13F filings: SEC filings |
