HoldingsChannel.com
Mission Wealth Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 456,927 +27,520 $68,996
     VTI456,927+27,520$68,996
ISHARES TR (IEFA) 926,260 +52,916 $56,567
     IEFA926,260+52,916$56,567
ISHARES TR (CMF) 906,780 -20,226 $55,567
     CMF906,780-20,226$55,567
VANGUARD BD INDEX FD INC (BND) 507,272 -69,857 $42,829
     BND507,272-69,857$42,829
VANGUARD SCOTTSDALE FDS (VMBS) 761,003 +45,603 $40,531
     VMBS761,003+45,603$40,531
VANGUARD INDEX FDS (VB) 245,515 +35,172 $37,782
     VB245,515+35,172$37,782
MICROSOFT CORP      $35,663
     MSFT256,511+7,395$35,663
     Call4,000+4,000$0
VANGUARD INDEX FDS (VUG) 201,735 -3,912 $33,545
     VUG201,735-3,912$33,545
SPDR SERIES TRUST (SPIB) 927,797 +55,751 $32,733
     SPIB927,797+55,751$32,733
VANGUARD INDEX FDS (VTV) 277,624 -2,508 $30,988
     VTV277,624-2,508$30,988
ISHARES TR (AGG) 259,504 +86,758 $29,368
     AGG259,504+86,758$29,368
ISHARES TR (SCZ) 468,180 +41,854 $26,794
     SCZ468,180+41,854$26,794
APPLE INC 102,266 +3,244 $22,904
     AAPL102,266+3,244$22,904
VANGUARD INDEX FDS (VNQ) 227,319 +1,488 $21,198
     VNQ227,319+1,488$21,198
VANGUARD TAX MANAGED INTL FD (VEA) 463,010 -3,341 $19,020
     VEA463,010-3,341$19,020
VANGUARD INTL EQUITY INDEX F (VWO) 378,147 +41,097 $15,224
     VWO378,147+41,097$15,224
ISHARES TR (MUB) 115,245 +3,303 $13,149
     MUB115,245+3,303$13,149
ISHARES INC (IEMG) 265,642 +17,111 $13,022
     IEMG265,642+17,111$13,022
EDWARDS LIFESCIENCES CORP 51,616 -260 $11,351
     EW51,616-260$11,351
WISDOMTREE TR 211,994 +117 $10,540
     DWM211,994+117$10,540
ISHARES TR (SUSA) 74,546 +7,123 $9,215
     SUSA74,546+7,123$9,215
ISHARES TR (ITOT) 124,473 -1,312 $8,348
     ITOT124,473-1,312$8,348
ISHARES TR (IJR) 106,941 -3,119 $8,324
     IJR106,941-3,119$8,324
BERKSHIRE HATHAWAY INC DEL      $8,133
     BRK.B31,603+434$6,574
     BRK.A5+4$1,559
HOME DEPOT INC 31,659 -115 $7,345
     HD31,659-115$7,345
AMAZON COM INC 3,804 +199 $6,603
     AMZN3,804+199$6,603
VANGUARD INTL EQUITY INDEX F (VNQI) 104,004 -4,902 $6,094
     VNQI104,004-4,902$6,094
SCHWAB STRATEGIC TR 183,942 +11,052 $5,860
     SCHF183,942+11,052$5,860
SPDR S&P 500 ETF TR (SPY) 18,878 +78 $5,602
     SPY18,878+78$5,602
INTUITIVE SURGICAL INC 9,644 +4 $5,207
     ISRG9,644+4$5,207
VANGUARD WHITEHALL FDS INC (VYM) 50,908 +2,762 $4,517
     VYM50,908+2,762$4,517
VANGUARD INTL EQUITY INDEX F (VSS) 42,481 -378 $4,331
     VSS42,481-378$4,331
APPLIED MATLS INC 84,189 +712 $4,201
     AMAT84,189+712$4,201
JOHNSON & JOHNSON 31,328 +16 $4,053
     JNJ31,328+16$4,053
ISHARES TR (EFA) 59,865 +483 $3,904
     EFA59,865+483$3,904
NUSHARES ETF TR (NUSC) 125,999 +14,805 $3,689
     NUSC125,999+14,805$3,689
CME GROUP INC 17,444 -18 $3,687
     CME17,444-18$3,687
ISHARES TR (IVV) 12,313 -247 $3,676
     IVV12,313-247$3,676
ISHARES TR (IWD) 27,534 +760 $3,532
     IWD27,534+760$3,532
ISHARES TR (IWF) 21,535 +1,659 $3,438
     IWF21,535+1,659$3,438
FACEBOOK INC 18,910 -1,256 $3,367
     FB18,910-1,256$3,367
SCHWAB STRATEGIC TR 47,446 +3,966 $3,365
     SCHX47,446+3,966$3,365
SCHWAB STRATEGIC TR 128,128 +14,636 $3,220
     SCHE128,128+14,636$3,220
MCDONALDS CORP 14,637 +5,577 $3,143
     MCD14,637+5,577$3,143
FIFTH THIRD BANCORP 114,525 +26 $3,136
     FITB114,525+26$3,136
GILEAD SCIENCES INC 48,349 +30,707 $3,064
     GILD48,349+30,707$3,064
DBX ETF TR (HYLB) 60,720 +34,251 $3,041
     HYLB60,720+34,251$3,041
ISHARES INC (ESGE) 93,208 +12,990 $3,032
     ESGE93,208+12,990$3,032
WISDOMTREE TR 30,072 -120 $2,979
     DLN30,072-120$2,979
PROCTER & GAMBLE CO 23,629 -192 $2,939
     PG23,629-192$2,939

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 09/30/2019: $936,047
At 06/30/2019: $892,151

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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