HoldingsChannel.com
Nelson Van Denburg & Campbell Wealth Management Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF (MGK) 128,859 -1,121 $18,769
     MGK128,859-1,121$18,769
VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) 155,472 +44,390 $18,530
     VOE155,472+44,390$18,530
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 321,428 +8,671 $14,088
     VEA321,428+8,671$14,088
VANGUARD MID CAP GROWTH ETF (VOT) 78,965 +11,400 $12,538
     VOT78,965+11,400$12,538
VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF (MGV) 131,185 -866 $11,436
     MGV131,185-866$11,436
ISHARES IBOXX CORPORATE BOND ETF (LQD) 83,002 -9,941 $10,621
     LQD83,002-9,941$10,621
BERKSHIRE HATHAWAY INC DEL CL B NEW      $10,355
     BRK.B42,726+763$9,676
     BRK.A2UNCH$679
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 245,113 +46,488 $10,311
     DGRO245,113+46,488$10,311
VANGUARD SMALL CAP VALUE ETF (VBR) 74,982 +28,364 $10,277
     VBR74,982+28,364$10,277
APPLE INC 33,660 +2,484 $9,884
     AAPL33,660+2,484$9,884
POWERSHARES QQQ TR (QQQ) 46,192 -10,143 $9,821
     QQQ46,192-10,143$9,821
VANGUARD HIGH DIVIDEND YIELD (VYM) 101,056 +5,403 $9,469
     VYM101,056+5,403$9,469
ISHARES S&P 500 GROWTH ETF (IVW) 47,128 +5,786 $9,125
     IVW47,128+5,786$9,125
VANGUARD S&P 500 ETF (VOO) 30,017 -1,994 $8,879
     VOO30,017-1,994$8,879
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 262,121 -15,881 $8,815
     SCHF262,121-15,881$8,815
ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD (USMV) 108,467 -28,706 $7,115
     USMV108,467-28,706$7,115
ISHARES EXPANDED TECH SOFTWARE SECTOR ETF (IGV) 30,268 -8,699 $7,053
     IGV30,268-8,699$7,053
VANGUARD REIT INDEX ETF (VNQ) 74,225 -3,165 $6,887
     VNQ74,225-3,165$6,887
MICROSOFT 43,629 +3,240 $6,879
     MSFT43,629+3,240$6,879
VANGUARD VALUE ETF (VTV) 57,282 +3,745 $6,865
     VTV57,282+3,745$6,865
SCHWAB SHORT TERM U.S. TREASURY ETF (SCHO) 131,209 +35,882 $6,623
     SCHO131,209+35,882$6,623
ISHARES CORE S&P MID CAP ETF (IJH) 31,247 -1,203 $6,431
     IJH31,247-1,203$6,431
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 112,470 +38,433 $6,363
     BNDX112,470+38,433$6,363
SCHWAB U.S. TIPS ETF (SCHP) 108,452 +14,462 $6,141
     SCHP108,452+14,462$6,141
UNION PACIFIC CORP COM 33,585 +199 $6,071
     UNP33,585+199$6,071
VANGUARD S&P 500 VALUE ETF (VOOV) 48,008 -3,860 $6,030
     VOOV48,008-3,860$6,030
ISHARES S&P MIDCAP 400 VALUE ETF (IJJ) 34,006 +6,419 $5,805
     IJJ34,006+6,419$5,805
ISHARES S&P 500 INDEX (IVV) 17,690 +2,499 $5,718
     IVV17,690+2,499$5,718
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 73,077 -7,973 $5,613
     SCHX73,077-7,973$5,613
AMAZON.COM INC 2,967 +120 $5,481
     AMZN2,967+120$5,481
ISHARES S&P 500 VALUE ETF (IVE) 37,402 -1,198 $4,865
     IVE37,402-1,198$4,865
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 17,628 -4,594 $4,659
     IHI17,628-4,594$4,659
JPMORGAN CHASE & CO COM 31,872 -19 $4,442
     JPM31,872-19$4,442
FACEBOOK INC CL A 21,628 +514 $4,438
     FB21,628+514$4,438
VANGUARD S&P MID CAP 400 VALUE ETF (IVOV) 33,241 -1,603 $4,324
     IVOV33,241-1,603$4,324
MASTERCARD INC 13,264 +2,371 $3,960
     MA13,264+2,371$3,960
ALPHABET INC. 2,954 +27 $3,956
     GOOGL2,954+27$3,956
UNITEDHEALTH GROUP 12,867 +239 $3,781
     UNH12,867+239$3,781
VISA INC 19,872 +623 $3,733
     V19,872+623$3,733
SPDR SER TR S&P 400 MID CAP VALUE ETF (MDYV) 63,797 +3,067 $3,494
     MDYV63,797+3,067$3,494
JOHNSON & JOHNSON COM 23,906 +3,021 $3,487
     JNJ23,906+3,021$3,487
VANGUARD LARGE CAP (VV) 23,468 +333 $3,469
     VV23,468+333$3,469
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 80,419 +12,335 $3,370
     SPYG80,419+12,335$3,370
VANGUARD SMALL CAP GROWTH ETF (VBK) 16,618 -436 $3,302
     VBK16,618-436$3,302
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 52,694 +1,069 $3,281
     SCZ52,694+1,069$3,281
SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF (SLYV) 49,374 +12,013 $3,244
     SLYV49,374+12,013$3,244
BANK AMER CORP COM 92,291 +4,141 $3,119
     BAC92,291+4,141$3,119
WELLS FARGO CO NEW COM 57,755 -16,603 $3,106
     WFC57,755-16,603$3,106
BOEING CO COM 9,432 -51 $3,072
     BA9,432-51$3,072
ISHARES COHEN & STEERS RLTY (ICF) 26,094 +2,211 $3,052
     ICF26,094+2,211$3,052

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 12/31/2019: $623,701
At 09/30/2019: $570,746

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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