HoldingsChannel.com
Nelson Van Denburg & Campbell Wealth Management Group LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF (MGK) 131,541 +329 $16,357
     MGK131,541+329$16,357
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) 106,566 +3,244 $11,496
     VOE106,566+3,244$11,496
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 272,153 +10,261 $11,122
     VEA272,153+10,261$11,122
VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF (MGV) 128,948 -951 $10,061
     MGV128,948-951$10,061
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 166,293 +4,132 $9,551
     SCZ166,293+4,132$9,551
VANGUARD MID CAP GROWTH ETF (VOT) 64,902 -629 $9,266
     VOT64,902-629$9,266
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 262,832 -2,829 $8,229
     SCHF262,832-2,829$8,229
VANGUARD HIGH DIVIDEND YIELD (VYM) 93,063 +2,190 $7,971
     VYM93,063+2,190$7,971
BERKSHIRE HATHAWAY INC DEL CL B NEW      $7,871
     BRK.B36,251-1,176$7,269
     BRK.A2UNCH$602
VANGUARD S&P 500 ETF (VOO) 29,810 +365 $7,737
     VOO29,810+365$7,737
VANGUARD REIT INDEX ETF (VNQ) 77,490 +543 $6,734
     VNQ77,490+543$6,734
VANGUARD SMALL CAP VALUE ETF (VBR) 46,064 -7 $5,929
     VBR46,064-7$5,929
ISHARES CORE S&P MID CAP ETF (IJH) 31,292 +264 $5,926
     IJH31,292+264$5,926
ISHARES IBOXX CORPORATE BOND ETF (LQD) 49,638 +48 $5,909
     LQD49,638+48$5,909
VANGUARD S&P 500 VALUE ETF (VOOV) 51,905 +145 $5,642
     VOOV51,905+145$5,642
APPLE INC 29,565 -451 $5,576
     AAPL29,565-451$5,576
SCHWAB US MID CAP ETF (SCHM) 95,766 +3,273 $5,304
     SCHM95,766+3,273$5,304
SCHWAB ETFS US SMALL CAP ETF (SCHA) 72,933 +4,378 $5,100
     SCHA72,933+4,378$5,100
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 75,304 +2,206 $5,091
     SCHX75,304+2,206$5,091
VANGUARD VALUE ETF (VTV) 45,294 +3,261 $4,875
     VTV45,294+3,261$4,875
SCHWAB U.S. TIPS ETF (SCHP) 87,357 +998 $4,804
     SCHP87,357+998$4,804
AMAZON.COM INC 2,638 -18 $4,696
     AMZN2,638-18$4,696
UNION PACIFIC CORP COM 28,196 +1,447 $4,652
     UNP28,196+1,447$4,652
ISHARES S&P 500 VALUE ETF (IVE) 40,255 +822 $4,538
     IVE40,255+822$4,538
MICROSOFT 38,911 +20 $4,501
     MSFT38,911+20$4,501
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 89,284 -143 $4,481
     SCHO89,284-143$4,481
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 52,469 -588 $4,259
     BND52,469-588$4,259
VANGUARD S&P MID CAP 400 VALUE ETF (IVOV) 33,936 +170 $4,068
     IVOV33,936+170$4,068
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 50,393 +1,226 $4,010
     BSV50,393+1,226$4,010
ISHARES S&P 500 INDEX (IVV) 13,630 +641 $3,878
     IVV13,630+641$3,878
BOEING CO COM 9,634 -17 $3,561
     BA9,634-17$3,561
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 63,773 +4,533 $3,556
     BNDX63,773+4,533$3,556
WELLS FARGO CO NEW COM 72,146 -3,871 $3,500
     WFC72,146-3,871$3,500
FACEBOOK INC CL A 20,448 +634 $3,408
     FB20,448+634$3,408
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 21,581 +294 $3,387
     IJJ21,581+294$3,387
ALPHABET INC. 2,822 +273 $3,292
     GOOGL2,822+273$3,292
VANGUARD SMALL CAP GROWTH ETF (VBK) 17,445 -157 $3,135
     VBK17,445-157$3,135
ISHARES S&P 500 GROWTH ETF (IVW) 18,121 +1,346 $3,123
     IVW18,121+1,346$3,123
JPMORGAN CHASE & CO COM 30,569 +11 $3,084
     JPM30,569+11$3,084
VANGUARD LARGE CAP (VV) 23,036 +182 $2,990
     VV23,036+182$2,990
UNITEDHEALTH GROUP 11,578 +287 $2,819
     UNH11,578+287$2,819
SCHWAB EMERGING MARKET EQ ETF (SCHE) 101,162 +424 $2,631
     SCHE101,162+424$2,631
ORACLE CORPORATION 49,157 +4,111 $2,624
     ORCL49,157+4,111$2,624
JOHNSON & JOHNSON COM 18,727 -955 $2,608
     JNJ18,727-955$2,608
ISHARES COHEN & STEERS RLTY (ICF) 23,016 +759 $2,559
     ICF23,016+759$2,559
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 59,766 +891 $2,540
     VWO59,766+891$2,540
PROCTER AND GAMBLE CO COM 24,326 -1,086 $2,513
     PG24,326-1,086$2,513
PFIZER INC COM 59,094 +694 $2,486
     PFE59,094+694$2,486
MASTERCARD INC 11,002 -77 $2,485
     MA11,002-77$2,485
SCHWAB INTL SMALL CAP ETF (SCHC) 74,528 +2,014 $2,403
     SCHC74,528+2,014$2,403

See Full List: All Stocks Held By Nelson Van Denburg & Campbell Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nelson Van Denburg & Campbell Wealth Management Group LLC

Size ($ in 1000's)
At 03/31/2019: $471,557
At 12/31/2018: $414,379

Nelson Van Denburg & Campbell Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nelson Van Denburg & Campbell Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Nelson Van Denburg & Campbell Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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