HoldingsChannel.com
Lionsbridge Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD S&P 500 ETF (VOO) 35,050 +35,050 $10,383
     VOO35,050+35,050$10,383
SPDR S&P 500 ETF (SPY) 19,552 +19,552 $6,303
     SPY19,552+19,552$6,303
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 95,334 +95,334 $6,172
     GSLC95,334+95,334$6,172
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD (USMV) 80,431 +80,431 $5,281
     USMV80,431+80,431$5,281
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 88,448 +88,448 $4,752
     IGSB88,448+88,448$4,752
SCHWAB U.S. LARGE CAP ETF (SCHX) 54,874 +54,874 $4,224
     SCHX54,874+54,874$4,224
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 49,791 +49,791 $4,040
     VCSH49,791+49,791$4,040
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) 72,371 +72,371 $3,977
     MOAT72,371+72,371$3,977
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 76,947 +76,947 $3,888
     SCHO76,947+76,947$3,888
iShares MSCI USA Quality Factor ETF (QUAL) 33,295 +33,295 $3,370
     QUAL33,295+33,295$3,370
VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) 63,159 +63,159 $3,366
     VMBS63,159+63,159$3,366
INVESCO ULTRA SHORT DURATION ETF (GSY) 66,419 +66,419 $3,346
     GSY66,419+66,419$3,346
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 78,946 +78,946 $2,647
     SCHF78,946+78,946$2,647
PIMCO ENHANCED SHORT MATURITY ETF (MINT) 23,668 +23,668 $2,405
     MINT23,668+23,668$2,405
APPLE INC 7,898 +7,898 $2,349
     AAPL7,898+7,898$2,349
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT (RSP) 17,051 +17,051 $1,967
     RSP17,051+17,051$1,967
SCHWAB U.S. MID CAP ETF (SCHM) 29,466 +29,466 $1,769
     SCHM29,466+29,466$1,769
SCHWAB U.S. SMALL CAP ETF (SCHA) 23,331 +23,331 $1,759
     SCHA23,331+23,331$1,759
VANGUARD SHORT TERM BOND (BSV) 20,613 +20,613 $1,664
     BSV20,613+20,613$1,664
FISERV INC 12,166 +12,166 $1,415
     FISV12,166+12,166$1,415
VERISIGN INC COM 6,852 +6,852 $1,376
     VRSN6,852+6,852$1,376
PROSHARES TR SHORT S&P 500 PROSHARES (SH) 57,203 +57,203 $1,370
     SH57,203+57,203$1,370
INTEL CORP COM 22,383 +22,383 $1,345
     INTC22,383+22,383$1,345
ACCENTURE PLC IRELAND SHS CLASS A 6,358 +6,358 $1,333
     ACN6,358+6,358$1,333
NASDAQ STK MKT INC 12,179 +12,179 $1,318
     NDAQ12,179+12,179$1,318
TEXAS INSTRS INC COM 10,281 +10,281 $1,314
     TXN10,281+10,281$1,314
JPMORGAN CHASE & CO COM 9,473 +9,473 $1,310
     JPM9,473+9,473$1,310
BERKLEY W R CORP COM 18,719 +18,719 $1,292
     WRB18,719+18,719$1,292
TJX COS INC NEW COM 20,961 +20,961 $1,283
     TJX20,961+20,961$1,283
GLOBE LIFE INC COM 12,091 +12,091 $1,261
     GL12,091+12,091$1,261
HONEYWELL INTL INC 6,930 +6,930 $1,239
     HON6,930+6,930$1,239
RAYTHEON CO COM NEW 5,429 +5,429 $1,236
     RTN5,429+5,429$1,236
HOME DEPOT 5,603 +5,603 $1,226
     HD5,603+5,603$1,226
DISNEY WALT CO COM DISNEY 8,079 +8,079 $1,183
     DIS8,079+8,079$1,183
PEPSICO INC COM 8,540 +8,540 $1,158
     PEP8,540+8,540$1,158
CISCO SYS INC 23,993 +23,993 $1,142
     CSCO23,993+23,993$1,142
BLACKROCK INC 2,245 +2,245 $1,130
     BLK2,245+2,245$1,130
JOHNSON & JOHNSON COM 7,833 +7,833 $1,130
     JNJ7,833+7,833$1,130
COLGATE PALMOLIVE CO COM 14,262 +14,262 $970
     CL14,262+14,262$970
MEDTRONIC PLC SHS 8,515 +8,515 $969
     MDT8,515+8,515$969
ENERGY SELECT SECTOR SPDR (XLE) 15,809 +15,809 $954
     XLE15,809+15,809$954
COGNIZANT TECH SOLUTIONS CORP 14,088 +14,088 $864
     CTSH14,088+14,088$864
ISHARES AGGREGATE BOND ETF (AGG) 7,144 +7,144 $807
     AGG7,144+7,144$807
ISHARES 3 7 YR TREASURY BOND ETF (IEI) 4,938 +4,938 $624
     IEI4,938+4,938$624
CBDMD INC COM 150,441 +150,441 $341
     YCBD150,441+150,441$341
BANK AMER CORP COM 9,292 +9,292 $324
     BAC9,292+9,292$324
POWERSHARES QQQ TR (QQQ) 1,492 +1,492 $319
     QQQ1,492+1,492$319
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 916 +916 $162
     IWF916+916$162
GOOGLE INC 94 +94 $127
     GOOGL94+94$127
AMAZON.COM INC 62 +62 $116
     AMZN62+62$116

See Full List: All Stocks Held By Lionsbridge Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Lionsbridge Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $107,172
At 09/30/2019: $0

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

Lionsbridge Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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