HoldingsChannel.com
Mission Wealth Management LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 480,451 +23,524 $78,611
     VTI480,451+23,524$78,611
ISHARES TR (IEFA) 969,365 +43,105 $63,241
     IEFA969,365+43,105$63,241
ISHARES TR (CMF) 900,942 -5,838 $55,165
     CMF900,942-5,838$55,165
VANGUARD BD INDEX FD INC (BND) 598,573 +91,301 $50,196
     BND598,573+91,301$50,196
VANGUARD INDEX FDS (VB) 284,380 +38,865 $47,105
     VB284,380+38,865$47,105
VANGUARD SCOTTSDALE FDS (VMBS) 791,585 +30,582 $42,089
     VMBS791,585+30,582$42,089
MICROSOFT CORP      $40,045
     MSFT253,932-2,579$40,045
     Put25,600+25,600$0
VANGUARD INDEX FDS (VUG) 198,942 -2,793 $36,241
     VUG198,942-2,793$36,241
SPDR SERIES TRUST (SPIB) 964,892 +37,095 $34,070
     SPIB964,892+37,095$34,070
VANGUARD INDEX FDS (VTV) 271,985 -5,639 $32,597
     VTV271,985-5,639$32,597
ISHARES TR (SCZ) 512,222 +44,042 $31,901
     SCZ512,222+44,042$31,901
APPLE INC 104,715 +2,449 $30,750
     AAPL104,715+2,449$30,750
ISHARES TR (AGG) 238,404 -21,100 $26,789
     AGG238,404-21,100$26,789
VANGUARD INDEX FDS (VNQ) 222,306 -5,013 $20,628
     VNQ222,306-5,013$20,628
VANGUARD TAX MANAGED INTL FD (VEA) 448,250 -14,760 $19,750
     VEA448,250-14,760$19,750
VANGUARD INTL EQUITY INDEX F (VWO) 364,781 -13,366 $16,222
     VWO364,781-13,366$16,222
ISHARES INC (IEMG) 286,567 +20,925 $15,406
     IEMG286,567+20,925$15,406
ISHARES TR (MUB) 120,964 +5,719 $13,779
     MUB120,964+5,719$13,779
EDWARDS LIFESCIENCES CORP 50,617 -999 $11,808
     EW50,617-999$11,808
ISHARES TR (SUSA) 86,311 +11,765 $11,567
     SUSA86,311+11,765$11,567
WISDOMTREE TR 208,014 -3,980 $11,125
     DWM208,014-3,980$11,125
BERKSHIRE HATHAWAY INC DEL      $8,912
     BRK.B31,849+246$7,214
     BRK.A5UNCH$1,698
ISHARES TR (ITOT) 122,549 -1,924 $8,908
     ITOT122,549-1,924$8,908
ISHARES TR (IJR) 103,860 -3,081 $8,709
     IJR103,860-3,081$8,709
AMAZON COM INC 4,220 +416 $7,798
     AMZN4,220+416$7,798
HOME DEPOT INC 31,672 +13 $6,917
     HD31,672+13$6,917
SPDR S&P 500 ETF TR (SPY) 19,198 +320 $6,179
     SPY19,198+320$6,179
JP MORGAN EXCHANGE TRADED FD (JPHY) 119,151 +114,114 $6,168
     JPHY119,151+114,114$6,168
VANGUARD INTL EQUITY INDEX F (VNQI) 100,763 -3,241 $5,954
     VNQI100,763-3,241$5,954
SCHWAB STRATEGIC TR 172,352 -11,590 $5,796
     SCHF172,352-11,590$5,796
INTUITIVE SURGICAL INC 9,645 +1 $5,702
     ISRG9,645+1$5,702
APPLIED MATLS INC 82,901 -1,288 $5,060
     AMAT82,901-1,288$5,060
VANGUARD WHITEHALL FDS INC (VYM) 53,468 +2,560 $5,011
     VYM53,468+2,560$5,011
NUSHARES ETF TR (NUSC) 159,568 +33,569 $4,972
     NUSC159,568+33,569$4,972
JOHNSON & JOHNSON 31,231 -97 $4,556
     JNJ31,231-97$4,556
ISHARES TR (EFA) 60,772 +907 $4,220
     EFA60,772+907$4,220
ISHARES INC (ESGE) 112,366 +19,158 $4,037
     ESGE112,366+19,158$4,037
FACEBOOK INC 19,351 +441 $3,972
     FB19,351+441$3,972
VANGUARD INTL EQUITY INDEX F (VSS) 35,630 -6,851 $3,959
     VSS35,630-6,851$3,959
ISHARES TR (IWD) 28,182 +648 $3,846
     IWD28,182+648$3,846
ISHARES TR (IWF) 21,529 -6 $3,787
     IWF21,529-6$3,787
ISHARES TR (IVV) 11,183 -1,130 $3,615
     IVV11,183-1,130$3,615
SCHWAB STRATEGIC TR 46,079 -1,367 $3,539
     SCHX46,079-1,367$3,539
CME GROUP INC 17,462 +18 $3,505
     CME17,462+18$3,505
FIFTH THIRD BANCORP 113,579 -946 $3,491
     FITB113,579-946$3,491
SCHWAB STRATEGIC TR 122,411 -5,717 $3,350
     SCHE122,411-5,717$3,350
VANGUARD INDEX FDS (VOO) 11,318 +882 $3,348
     VOO11,318+882$3,348
INTEL CORP 55,788 -713 $3,339
     INTC55,788-713$3,339
WISDOMTREE TR 30,334 +262 $3,213
     DLN30,334+262$3,213
NETFLIX INC 9,908 -276 $3,206
     NFLX9,908-276$3,206

See Full List: All Stocks Held By Mission Wealth Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mission Wealth Management LP

Size ($ in 1000's)
At 12/31/2019: $1,040,129
At 09/30/2019: $936,047

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

Mission Wealth Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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