HoldingsChannel.com
MA Private Wealth Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 184,005 +20,171 $50,160
     VOO184,005+20,171$50,160
ISHARES TR (GOVT) 1,462,874 +744,074 $38,510
     GOVT1,462,874+744,074$38,510
ISHARES TR (ITOT) 422,488 +33,858 $28,336
     ITOT422,488+33,858$28,336
ISHARES TR (IVV) 85,378 +14,418 $25,487
     IVV85,378+14,418$25,487
ISHARES TR (IXN) 111,900 -17,931 $20,698
     IXN111,900-17,931$20,698
ISHARES US ETF TR (NEAR) 312,297 -85,580 $15,721
     NEAR312,297-85,580$15,721
ISHARES TR (IGIB) 250,685 +13,366 $14,520
     IGIB250,685+13,366$14,520
VANGUARD INDEX FDS (VUG) 85,521 -5,397 $14,220
     VUG85,521-5,397$14,220
VANGUARD TAX MANAGED INTL FD (VEA) 283,569 +6,911 $11,649
     VEA283,569+6,911$11,649
ISHARES TR (LQD) 86,418 -49,996 $11,017
     LQD86,418-49,996$11,017
VANGUARD INDEX FDS (VTV) 96,694 -11,783 $10,793
     VTV96,694-11,783$10,793
VANGUARD SCOTTSDALE FDS (VCSH) 131,330 -10,819 $10,644
     VCSH131,330-10,819$10,644
ISHARES INC (IEMG) 201,182 +47,293 $9,862
     IEMG201,182+47,293$9,862
ISHARES TR (IEFA) 117,438 +15,470 $7,172
     IEFA117,438+15,470$7,172
ISHARES TR (SHV) 59,460 +884 $6,577
     SHV59,460+884$6,577
VANGUARD INTL EQUITY INDEX F (VWO) 159,825 +30,426 $6,435
     VWO159,825+30,426$6,435
ISHARES TR (IJH) 28,227 -4,337 $5,454
     IJH28,227-4,337$5,454
ISHARES TR (IEI) 35,673 +384 $4,523
     IEI35,673+384$4,523
VANGUARD GROUP (VIG) 36,843 +927 $4,406
     VIG36,843+927$4,406
ISHARES TR (SHY) 45,857 +403 $3,890
     SHY45,857+403$3,890
APPLE INC 16,146 +12 $3,616
     AAPL16,146+12$3,616
ISHARES TR (EFG) 44,864 +449 $3,612
     EFG44,864+449$3,612
INVESCO EXCHNG TRADED FD TR (PCY) 108,484 -82,625 $3,162
     PCY108,484-82,625$3,162
ISHARES TR (IJR) 39,356 -2,379 $3,063
     IJR39,356-2,379$3,063
ISHARES INC (EWJ) 36,963 +420 $2,097
     EWJ36,963+420$2,097
VANGUARD WHITEHALL FDS INC (VYM) 23,329 -582 $2,070
     VYM23,329-582$2,070
VANGUARD INDEX FDS (VB) 11,372 -2,265 $1,750
     VB11,372-2,265$1,750
ISHARES TR (IVW) 9,445 +15 $1,700
     IVW9,445+15$1,700
ISHARES TR (EFV) 34,204 +38 $1,620
     EFV34,204+38$1,620
ISHARES INC (EEMV) 27,630 +3,938 $1,577
     EEMV27,630+3,938$1,577
ISHARES TR (IDV) 48,848 -397 $1,502
     IDV48,848-397$1,502
ISHARES TR (EEM) 35,700 +7,103 $1,459
     EEM35,700+7,103$1,459
ISHARES TR (HEZU) 47,178 -7,384 $1,459
     HEZU47,178-7,384$1,459
ISHARES TR (IWF) 8,919 -10 $1,424
     IWF8,919-10$1,424
ISHARES TR (IEF) 10,811 -140 $1,216
     IEF10,811-140$1,216
VANGUARD INDEX FDS (VBR) 9,213 -3,553 $1,187
     VBR9,213-3,553$1,187
ISHARES TR (IJJ) 7,280 -3,875 $1,164
     IJJ7,280-3,875$1,164
ISHARES TR (IWP) 7,917 -2,715 $1,119
     IWP7,917-2,715$1,119
VANGUARD SCOTTSDALE FDS (VMBS) 20,380 -917 $1,085
     VMBS20,380-917$1,085
ISHARES TR (TLT) 6,946 +1,169 $994
     TLT6,946+1,169$994
CISCO SYS INC 17,454 -2,661 $862
     CSCO17,454-2,661$862
ISHARES TR (IWS) 9,494 -1,741 $852
     IWS9,494-1,741$852
MICROSOFT CORP 6,126 -239 $852
     MSFT6,126-239$852
ISHARES TR (EMB) 7,019 -111 $796
     EMB7,019-111$796
ORACLE CORP 13,681 +1 $753
     ORCL13,681+1$753
ISHARES TR (AGG) 6,548 -200 $741
     AGG6,548-200$741
VANGUARD INDEX FDS (VBK) 3,900 -1,975 $710
     VBK3,900-1,975$710
INTEL CORP 12,964 +1,337 $668
     INTC12,964+1,337$668
JOHNSON & JOHNSON 5,047 -137 $653
     JNJ5,047-137$653
ISHARES TR (IJK) 2,778 -423 $622
     IJK2,778-423$622

See Full List: All Stocks Held By MA Private Wealth
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MA Private Wealth

Size ($ in 1000's)
At 09/30/2019: $355,856
At 06/30/2019: $343,126

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

MA Private Wealth Top Holdings 13F Filings | www.HoldingsChannel.com

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