HoldingsChannel.com
Milestone Group Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Ishares S&P 500 (IVV) 354,907 -33,848 $104,609
     IVV354,907-33,848$104,609
iShares Edge MSCI USA Quality Factor ETF (QUAL) 783,117 -150,214 $71,632
     QUAL783,117-150,214$71,632
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) 1,707,453 -297,991 $53,973
     DBEF1,707,453-297,991$53,973
Vanguard Short Term Treasury ETF (VGSH) 689,887 -176,849 $42,035
     VGSH689,887-176,849$42,035
iShares Russell 1000 Index Fund (IWB) 203,489 -70,952 $33,126
     IWB203,489-70,952$33,126
Vanguard 500 Index Fund (VOO) 121,932 -26,287 $32,818
     VOO121,932-26,287$32,818
Vanguard Real Estate Index Fund (VNQ) 344,029 -39,077 $30,068
     VNQ344,029-39,077$30,068
Vanguard Developed Markets Index Fund (VEA) 690,276 -67,154 $28,791
     VEA690,276-67,154$28,791
Tortoise North American Pipeline Fund (TPYP) 1,189,934 -101,814 $28,451
     TPYP1,189,934-101,814$28,451
Vanguard Small Cap Index Fund (VB) 171,433 -42,837 $26,857
     VB171,433-42,837$26,857
Ishares S&P Midcap 400 Index Fund (IJH) 135,181 +131,467 $26,260
     IJH135,181+131,467$26,260
iShares Core MSCI Emerging Markets ETF (IEMG) 499,066 -111,754 $25,672
     IEMG499,066-111,754$25,672
Schwab US Broad Market ETF (SCHB) 274,244 +1,408 $19,342
     SCHB274,244+1,408$19,342
iShares MSCI EAFE ETF (EFA) 189,755 -29,752 $12,473
     EFA189,755-29,752$12,473
Vanguard FTSE All World ex US Index Fund Investor Shares (VEU) 225,342 -6,917 $11,490
     VEU225,342-6,917$11,490
iShares Currency Hedged MSCI EAFE ETF (HEFA) 352,091 -187,195 $10,499
     HEFA352,091-187,195$10,499
iShares Russell 3000 Index Fund (IWV) 59,280 -2,532 $10,218
     IWV59,280-2,532$10,218
Ishares Msci Eafe Small Cap Index Fund (SCZ) 126,255 -61,953 $7,247
     SCZ126,255-61,953$7,247
Vanguard Emerging Markets Stock Index Fund (VWO) 156,189 +48,672 $6,643
     VWO156,189+48,672$6,643
Schwab US Large Cap Etf (SCHC) 153,916 -30,753 $5,024
     SCHC153,916-30,753$5,024
iShares Russell 2000 ETF (IWM) 32,199 -4,919 $5,007
     IWM32,199-4,919$5,007
iShares MSCI Emerging Markets ETF (EEM) 114,292 -17,411 $4,904
     EEM114,292-17,411$4,904
Ishares MSCI EAFE Growth Index Fund (EFG) 57,662 +53,875 $4,657
     EFG57,662+53,875$4,657
Schwab US REIT ETF (SCHH) 99,034 -22,013 $4,401
     SCHH99,034-22,013$4,401
Schwab US Large Cap ETF (SCHX) 55,624 -2,947 $3,904
     SCHX55,624-2,947$3,904
Schwab Short Term Us Treasury Etf (SCHO) 71,607 -81,033 $3,623
     SCHO71,607-81,033$3,623
Vanguard Growth Index Fund (VUG) 20,000 +17,417 $3,268
     VUG20,000+17,417$3,268
iShares Micro Cap ETF (IWC) 34,797 -20,308 $3,243
     IWC34,797-20,308$3,243
Cullen Frost Bankers Inc 33,282 +12 $3,117
     CFR33,282+12$3,117
Apple Inc 15,495 +1,545 $3,067
     AAPL15,495+1,545$3,067
Berkshire Hathaway Inc      $2,706
     BRK.B8,216+556$1,751
     BRK.A3-2$955
iShares Core MSCI EAFE ETF (IEFA) 42,896 -8,774 $2,634
     IEFA42,896-8,774$2,634
Phillips Edison & Company Inc 204,580 +204,580 $2,271
     COM204,580+204,580$2,271
iShares Core S&P Small Cap ETF (IJR) 25,875 -3,075 $2,025
     IJR25,875-3,075$2,025
Invesco S&P 500 Low Volatility ETF (SPLV) 36,019 +2,158 $1,982
     SPLV36,019+2,158$1,982
Microsoft Corp 14,294 +1,823 $1,915
     MSFT14,294+1,823$1,915
iShares Global REIT ETF (REET) 67,914 +875 $1,811
     REET67,914+875$1,811
Schwab Strategic Trust 46,982 -5,680 $1,508
     SCHF46,982-5,680$1,508
Hartford Financial Services Group Inc 26,353 +176 $1,468
     HIG26,353+176$1,468
Amazon.com Inc 705 +184 $1,335
     AMZN705+184$1,335
Goldman Sachs Access Treasury 0 1 Year ETF (GBIL) 12,860 +167 $1,291
     GBIL12,860+167$1,291
SPDR DJ INTERNATIONAL REAL ESTATE ETF (RWX) 33,206 -11,715 $1,287
     RWX33,206-11,715$1,287
Schwab US Dividend Equity ETF (SCHD) 22,355 -485 $1,186
     SCHD22,355-485$1,186
Ishares Trust Lehman 1 3yr (SHY) 13,340 -52,156 $1,131
     SHY13,340-52,156$1,131
Johnson & Johnson 8,091 +231 $1,127
     JNJ8,091+231$1,127
iShares US Real Estate ETF (IYR) 12,816 -1,420 $1,119
     IYR12,816-1,420$1,119
Vanguard Russell 3000 ETF (VTHR) 8,261 +10 $1,107
     VTHR8,261+10$1,107
JPMorgan Chase & Co 9,449 -1,190 $1,056
     JPM9,449-1,190$1,056
Invesco S&P 500 High Div Low Volatility ETF (SPHD) 23,011 +1,467 $969
     SPHD23,011+1,467$969
Schwab US Small Cap ETF (SCHA) 12,902 -2,792 $922
     SCHA12,902-2,792$922

See Full List: All Stocks Held By Milestone Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Milestone Group Inc.

Size ($ in 1000's)
At 06/30/2019: $684,234
At 03/31/2019: $749,216

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

Milestone Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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