HoldingsChannel.com
Mission Wealth Management LP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 429,407 +20,065 $64,450
     VTI429,407+20,065$64,450
ISHARES TR (CMF) 927,006 -96,598 $56,214
     CMF927,006-96,598$56,214
ISHARES TR (IEFA) 873,344 +41,414 $53,623
     IEFA873,344+41,414$53,623
VANGUARD BD INDEX FD INC (BND) 577,129 -149,381 $47,942
     BND577,129-149,381$47,942
VANGUARD SCOTTSDALE FDS (VMBS) 715,400 +6,422 $37,795
     VMBS715,400+6,422$37,795
VANGUARD INDEX FDS (VUG) 205,647 -3,515 $33,601
     VUG205,647-3,515$33,601
MICROSOFT CORP 249,116 +8,313 $33,372
     MSFT249,116+8,313$33,372
VANGUARD INDEX FDS (VB) 210,343 +13,541 $32,952
     VB210,343+13,541$32,952
VANGUARD INDEX FDS (VTV) 280,132 -6,570 $31,072
     VTV280,132-6,570$31,072
SPDR SERIES TRUST (SPIB) 872,046 +913 $30,460
     SPIB872,046+913$30,460
ISHARES TR (SCZ) 426,326 +25,235 $24,471
     SCZ426,326+25,235$24,471
VANGUARD INDEX FDS (VNQ) 225,831 +3,068 $19,738
     VNQ225,831+3,068$19,738
APPLE INC 99,022 -5,162 $19,598
     AAPL99,022-5,162$19,598
VANGUARD TAX MANAGED INTL FD (VEA) 466,351 -11,544 $19,452
     VEA466,351-11,544$19,452
ISHARES TR (AGG) 172,746 +114,551 $19,235
     AGG172,746+114,551$19,235
VANGUARD INTL EQUITY INDEX F (VWO) 337,050 -5,395 $14,335
     VWO337,050-5,395$14,335
ISHARES INC (IEMG) 248,531 +24,938 $12,784
     IEMG248,531+24,938$12,784
ISHARES TR (MUB) 111,942 -797 $12,659
     MUB111,942-797$12,659
WISDOMTREE TR 211,877 -4,963 $10,808
     DWM211,877-4,963$10,808
EDWARDS LIFESCIENCES CORP 51,876 -1,253 $9,584
     EW51,876-1,253$9,584
ISHARES TR (IJR) 110,060 +3,991 $8,615
     IJR110,060+3,991$8,615
ISHARES TR (ITOT) 125,785 +12,098 $8,381
     ITOT125,785+12,098$8,381
ISHARES TR (SUSA) 67,423 +21,325 $8,217
     SUSA67,423+21,325$8,217
BERKSHIRE HATHAWAY INC DEL      $6,962
     BRK.B31,169+1,049$6,644
     BRK.A1+1$318
AMAZON COM INC 3,605 +13 $6,827
     AMZN3,605-387$6,827
HOME DEPOT INC 31,774 +1,789 $6,608
     HD31,774+1,789$6,608
VANGUARD INTL EQUITY INDEX F (VNQI) 108,906 +1,497 $6,425
     VNQI108,906+1,497$6,425
SCHWAB STRATEGIC TR 172,890 +307 $5,548
     SCHF172,890+307$5,548
SPDR S&P 500 ETF TR (SPY) 18,800 -287 $5,508
     SPY18,800-287$5,508
INTUITIVE SURGICAL INC 9,640 -2 $5,057
     ISRG9,640-2$5,057
VANGUARD INTL EQUITY INDEX F (VSS) 42,859 -6,804 $4,511
     VSS42,859-6,804$4,511
JOHNSON & JOHNSON 31,312 -318 $4,361
     JNJ31,312-318$4,361
VANGUARD WHITEHALL FDS INC (VYM) 48,146 +2,220 $4,207
     VYM48,146+2,220$4,207
NETFLIX INC 10,879 -204 $3,996
     NFLX10,879-204$3,996
ISHARES TR (EFA) 59,382 -2,616 $3,903
     EFA59,382-2,616$3,903
FACEBOOK INC 20,166 +10,586 $3,892
     FB20,166+10,586$3,892
APPLIED MATLS INC 83,477 -385 $3,749
     AMAT83,477-385$3,749
ISHARES TR (IVV) 12,560 +281 $3,702
     IVV12,560+281$3,702
ISHARES TR (IWD) 26,774 +5,132 $3,406
     IWD26,774+5,132$3,406
CME GROUP INC 17,462 -92 $3,390
     CME17,462-92$3,390
NUSHARES ETF TR (NUSC) 111,194 +23,527 $3,287
     NUSC111,194+23,527$3,287
PIMCO ETF TR (MINT) 32,296 -6,137 $3,286
     MINT32,296-6,137$3,286
FIFTH THIRD BANCORP 114,499 -14 $3,195
     FITB114,499-14$3,195
ISHARES TR (IWF) 19,876 +2,536 $3,127
     IWF19,876+2,536$3,127
SCHWAB STRATEGIC TR 43,480 +4,121 $3,052
     SCHX43,480+4,121$3,052
SCHWAB STRATEGIC TR 113,492 +7,884 $2,978
     SCHE113,492+7,884$2,978
WISDOMTREE TR 30,192 -410 $2,926
     DLN30,192-410$2,926
EXXON MOBIL CORP 35,738 -2,795 $2,739
     XOM35,738-2,795$2,739
PFIZER INC 63,058 -681 $2,732
     PFE63,058-681$2,732
ISHARES INC (ESGE) 80,218 +12,035 $2,727
     ESGE80,218+12,035$2,727

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 06/30/2019: $892,151
At 03/31/2019: $861,474

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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