HoldingsChannel.com
Nelson Van Denburg & Campbell Wealth Management Group LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) 255,532 +48,720 $24,454
     VOE255,532+48,720$24,454
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF (MGK) 120,160 -2,625 $19,647
     MGK120,160-2,625$19,647
VANGUARD MID CAP GROWTH ETF (VOT) 100,959 +11,230 $16,666
     VOT100,959+11,230$16,666
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 428,869 +117,171 $16,125
     DGRO428,869+117,171$16,125
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 360,163 +18,053 $13,906
     VEA360,163+18,053$13,906
VANGUARD SMALL CAP VALUE ETF (VBR) 105,822 +15,011 $11,314
     VBR105,822+15,011$11,314
APPLE INC 28,882 -404 $10,536
     AAPL28,882-404$10,536
BERKSHIRE HATHAWAY INC DEL CL B NEW      $9,773
     BRK.B48,769+6,059$8,704
     BRK.A4+2$1,069
VANGUARD GROWTH ETF (VUG) 47,964 +12,582 $9,693
     VUG47,964+12,582$9,693
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 325,779 +18,405 $9,691
     SCHF325,779+18,405$9,691
VANGUARD S&P 500 ETF (VOO) 34,110 +1,313 $9,667
     VOO34,110+1,313$9,667
VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF (MGV) 128,732 +1,229 $9,425
     MGV128,732+1,229$9,425
MICROSOFT 43,438 +209 $8,839
     MSFT43,438+209$8,839
VANGUARD HIGH DIVIDEND YIELD (VYM) 109,647 +9,913 $8,638
     VYM109,647+9,913$8,638
AMAZON.COM INC 2,917 -72 $8,047
     AMZN2,917-72$8,047
ISHARES S&P 500 GROWTH ETF (IVW) 37,364 -850 $7,752
     IVW37,364-850$7,752
VANGUARD VALUE ETF (VTV) 75,250 +21,890 $7,494
     VTV75,250+21,890$7,494
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 141,366 +15,483 $7,298
     SCHO141,366+15,483$7,298
ISHARES S&P 500 INDEX (IVV) 23,186 +2,768 $7,180
     IVV23,186+2,768$7,180
SCHWAB U.S. TIPS ETF (SCHP) 116,935 +4,605 $7,018
     SCHP116,935+4,605$7,018
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 119,207 +6,643 $6,881
     BNDX119,207+6,643$6,881
ISHARES CORE S&P MID CAP ETF (IJH) 38,417 +1,747 $6,831
     IJH38,417+1,747$6,831
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 79,863 +45,017 $6,638
     BSV79,863+45,017$6,638
SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF (SLYV) 133,119 +31,443 $6,538
     SLYV133,119+31,443$6,538
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 87,365 +2,897 $6,473
     SCHX87,365+2,897$6,473
ISHARES IBOXX CORPORATE BOND ETF (LQD) 45,115 -1,086 $6,068
     LQD45,115-1,086$6,068
VANGUARD REIT INDEX ETF (VNQ) 74,361 +2,844 $5,839
     VNQ74,361+2,844$5,839
UNION PAC CORP COM 33,187 +729 $5,611
     UNP33,187+729$5,611
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 115,867 +46,648 $5,204
     SPYG115,867+46,648$5,204
FACEBOOK INC CL A 22,208 -46 $5,042
     FB22,208-46$5,042
VANGUARD S&P 500 VALUE ETF (VOOV) 45,563 -698 $4,761
     VOOV45,563-698$4,761
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 32,428 +460 $4,311
     IJJ32,428+460$4,311
ALPHABET INC. 2,900 -82 $4,111
     GOOGL2,900-82$4,111
ISHARES S&P 500 VALUE ETF (IVE) 37,363 -503 $4,043
     IVE37,363-503$4,043
POWERSHARES QQQ TR (QQQ) 16,182 +1,524 $4,006
     QQQ16,182+1,524$4,006
MASTERCARD INC 13,384 +314 $3,957
     MA13,384+314$3,957
VANGUARD LARGE CAP (VV) 27,546 +1,814 $3,939
     VV27,546+1,814$3,939
UNITEDHEALTH GROUP 12,194 -850 $3,596
     UNH12,194-850$3,596
SCHWAB EMERGING MARKET EQ ETF (SCHE) 143,614 +12,790 $3,497
     SCHE143,614+12,790$3,497
JOHNSON & JOHNSON COM 24,531 +120 $3,449
     JNJ24,531+120$3,449
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 21,692 -5,989 $3,395
     VTI21,692-5,989$3,395
BOEING CO COM 18,316 +5,238 $3,356
     BA18,316+5,238$3,356
VANGUARD S&P MID CAP 400 VALUE ETF (IVOV) 32,614 -359 $3,353
     IVOV32,614-359$3,353
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 115,341 +15,906 $3,342
     SPYV115,341+15,906$3,342
VANGUARD SMALL CAP GROWTH ETF (VBK) 16,191 +291 $3,231
     VBK16,191+291$3,231
VISA INC 16,467 +335 $3,180
     V16,467+335$3,180
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF (VWOB) 40,420 +1,916 $3,143
     VWOB40,420+1,916$3,143
SCHWAB INTL SMALL CAP ETF (SCHC) 103,292 +8,799 $3,054
     SCHC103,292+8,799$3,054
JPMORGAN CHASE & CO COM 31,965 -465 $3,006
     JPM31,965-465$3,006
DISNEY WALT CO COM DISNEY 26,197 +9,546 $2,921
     DIS26,197+9,546$2,921

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 06/30/2020: $638,931
At 03/31/2020: $507,337

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.