HoldingsChannel.com
Nelson Van Denburg & Campbell Wealth Management Group LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF (MGK) 129,980 -773 $17,243
     MGK129,980-773$17,243
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 312,757 +14,218 $12,779
     VEA312,757+14,218$12,779
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) 111,082 +2,804 $12,552
     VOE111,082+2,804$12,552
ISHARES IBOXX CORPORATE BOND ETF (LQD) 92,943 +41,379 $11,848
     LQD92,943+41,379$11,848
VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF (MGV) 132,051 -233 $10,754
     MGV132,051-233$10,754
POWERSHARES QQQ TR (QQQ) 56,335 -17,003 $10,636
     QQQ56,335-17,003$10,636
VANGUARD MID CAP GROWTH ETF (VOT) 67,565 +3,964 $10,007
     VOT67,565+3,964$10,007
BERKSHIRE HATHAWAY INC DEL CL B NEW      $9,352
     BRK.B41,963+1,675$8,729
     BRK.A2UNCH$623
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 278,002 +5,695 $8,857
     SCHF278,002+5,695$8,857
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD (USMV) 137,173 -21,538 $8,792
     USMV137,173-21,538$8,792
VANGUARD S&P 500 ETF (VOO) 32,011 +2,482 $8,726
     VOO32,011+2,482$8,726
VANGUARD HIGH DIVIDEND YIELD (VYM) 95,653 +2,167 $8,487
     VYM95,653+2,167$8,487
ISHARES EXPANDED TECH SOFTWARE SECTOR ETF (IGV) 38,967 -8,408 $8,256
     IGV38,967-8,408$8,256
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 198,625 +3,170 $7,774
     DGRO198,625+3,170$7,774
ISHARES S&P 500 GROWTH ETF (IVW) 41,342 +7,172 $7,442
     IVW41,342+7,172$7,442
VANGUARD REIT INDEX ETF (VNQ) 77,390 +1,584 $7,216
     VNQ77,390+1,584$7,216
APPLE INC 31,176 -528 $6,981
     AAPL31,176-528$6,981
ISHARES CORE S&P MID CAP ETF (IJH) 32,450 +750 $6,270
     IJH32,450+750$6,270
VANGUARD SMALL CAP VALUE ETF (VBR) 46,618 +297 $6,006
     VBR46,618+297$6,006
VANGUARD VALUE ETF (VTV) 53,537 +5,456 $5,975
     VTV53,537+5,456$5,975
VANGUARD S&P 500 VALUE ETF (VOOV) 51,868 +54 $5,962
     VOOV51,868+54$5,962
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 81,050 +3,492 $5,748
     SCHX81,050+3,492$5,748
SCHWAB US MID CAP ETF (SCHM) 100,876 +1,792 $5,703
     SCHM100,876+1,792$5,703
MICROSOFT 40,389 -1,084 $5,614
     MSFT40,389-1,084$5,614
SCHWAB ETFS US SMALL CAP ETF (SCHA) 79,757 +3,502 $5,561
     SCHA79,757+3,502$5,561
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 22,222 -6,954 $5,494
     IHI22,222-6,954$5,494
UNION PACIFIC CORP COM 33,386 +2,993 $5,407
     UNP33,386+2,993$5,407
SCHWAB U.S. TIPS ETF (SCHP) 93,990 +1,801 $5,334
     SCHP93,990+1,801$5,334
AMAZON.COM INC 2,847 -38 $4,941
     AMZN2,847-38$4,941
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 95,327 +4,708 $4,822
     SCHO95,327+4,708$4,822
ISHARES S&P 500 VALUE ETF (IVE) 38,600 -209 $4,598
     IVE38,600-209$4,598
ISHARES S&P 500 INDEX (IVV) 15,191 +1,699 $4,535
     IVV15,191+1,699$4,535
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 27,587 +5,443 $4,411
     IJJ27,587+5,443$4,411
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 74,037 +8,698 $4,355
     BNDX74,037+8,698$4,355
VANGUARD S&P MID CAP 400 VALUE ETF (IVOV) 34,844 +139 $4,299
     IVOV34,844+139$4,299
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 50,571 -1,224 $4,269
     BND50,571-1,224$4,269
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 50,940 +118 $4,115
     BSV50,940+118$4,115
FACEBOOK INC CL A 21,114 -412 $3,759
     FB21,114-412$3,759
JPMORGAN CHASE & CO COM 31,891 -90 $3,752
     JPM31,891-90$3,752
WELLS FARGO CO NEW COM 74,358 -1,004 $3,750
     WFC74,358-1,004$3,750
BOEING CO COM 9,483 -308 $3,607
     BA9,483-308$3,607
ALPHABET INC. 2,927 -100 $3,573
     GOOGL2,927-100$3,573
VISA INC 19,249 -137 $3,310
     V19,249-137$3,310
VANGUARD LARGE CAP (VV) 23,135 +142 $3,154
     VV23,135+142$3,154
SPDR SER TR S&P 400 MID CAP VALUE ETF (MDYV) 60,730 +10,181 $3,116
     MDYV60,730+10,181$3,116
VANGUARD SMALL CAP GROWTH ETF (VBK) 17,054 -375 $3,104
     VBK17,054-375$3,104
PROCTER & GAMBLE CO COM 24,632 -328 $3,018
     PG24,632-328$3,018
MASTERCARD INC 10,893 -806 $2,958
     MA10,893-806$2,958
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 51,625 -702 $2,954
     SCZ51,625-702$2,954
ISHARES COHEN & STEERS RLTY (ICF) 23,883 +779 $2,866
     ICF23,883+779$2,866

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 09/30/2019: $570,746
At 06/30/2019: $557,530

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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