HoldingsChannel.com
Pensionmark Financial Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IJT) 109,043 +13,920 $15,033
     IJT109,043+13,920$15,033
ISHARES TR (SLQD) 285,734 -19,712 $14,327
     SLQD285,734-19,712$14,327
ISHARES TR (IVW) 84,191 +2,364 $13,896
     IVW84,191+2,364$13,896
ISHARES TR (IJK) 72,308 +7,901 $12,904
     IJK72,308+7,901$12,904
ISHARES TR (IXUS) 225,302 +17,628 $10,591
     IXUS225,302+17,628$10,591
SPDR SER TR (SLYG) 191,325 +17,692 $8,835
     SLYG191,325+17,692$8,835
SCHWAB STRATEGIC TR 95,734 -3,502 $7,625
     SCHG95,734-3,502$7,625
SPDR SER TR (MDYG) 173,491 +13,133 $7,429
     MDYG173,491+13,133$7,429
SPDR S&P 500 ETF TR (SPY) 27,864 +5,208 $7,221
     SPY27,864+5,208$7,221
INVESCO EXCHANGE TRADED FD T (PRF) 75,625 -38 $6,991
     PRF75,625-38$6,991
INVESCO EXCH TRD SLF IDX FD 313,331 -86,240 $6,636
     BSCM313,331-86,240$6,636
SCHWAB STRATEGIC TR 121,965 -16,975 $6,309
     SCHO121,965-16,975$6,309
SCHWAB STRATEGIC TR 229,035 +4,746 $5,918
     SCHF229,035+4,746$5,918
ISHARES TR (IEFA) 92,429 -97 $4,611
     IEFA92,429-97$4,611
ISHARES TR (TLT) 21,385 +21,385 $3,528
     TLT21,385+21,385$3,528
ISHARES TR (USMV) 64,374 +8,555 $3,477
     USMV64,374+8,555$3,477
DBX ETF TR (DBEF) 119,189 +1,234 $3,194
     DBEF119,189+1,234$3,194
ISHARES INC (EEMV) 65,742 -1,209 $3,085
     EEMV65,742-1,209$3,085
GOLDMAN SACHS ETF TR (GSLC) 58,941 +58,941 $3,076
     GSLC58,941+58,941$3,076
ISHARES TR (SHY) 35,056 -6,014 $3,038
     SHY35,056-6,014$3,038
ISHARES TR (IVV) 10,101 +6,896 $2,610
     IVV10,101+6,896$2,610
ISHARES TR (IEI) 17,956 +17,956 $2,394
     IEI17,956+17,956$2,394
APPLE INC 8,280 +53 $2,106
     AAPL8,280+53$2,106
INVESCO QQQ TR 10,971 +2,253 $2,093
     QQQ10,971+2,253$2,093
ISHARES TR (IJR) 34,382 -4,821 $1,929
     IJR34,382-4,821$1,929
VANGUARD SCOTTSDALE FDS (VCSH) 24,045 -170 $1,902
     VCSH24,045-170$1,902
ISHARES TR (IEF) 14,452 +14,452 $1,756
     IEF14,452+14,452$1,756
VANGUARD SCOTTSDALE FDS (VGIT) 23,751 +23,751 $1,676
     VGIT23,751+23,751$1,676
AMAZON COM INC 806 -20 $1,571
     AMZN806-20$1,571
ISHARES TR (EFA) 28,533 -1,125 $1,525
     EFA28,533-1,125$1,525
STRATEGY SHS 67,995 +573 $1,432
     ROMO67,995+573$1,432
ISHARES TR (IVE) 14,727 -5,222 $1,418
     IVE14,727-5,222$1,418
ISHARES INC (ACWV) 14,400 +9,244 $1,157
     ACWV14,400+9,244$1,157
ISHARES TR (MTUM) 10,232 +2,204 $1,090
     MTUM10,232+2,204$1,090
VANGUARD INDEX FDS (VNQ) 14,881 -820 $1,039
     VNQ14,881-820$1,039
SPDR SER TR (PSK) 24,780 UNCH $971
     PSK24,780UNCH$971
VANGUARD INDEX FDS (VO) 7,262 +7,262 $956
     VO7,262+7,262$956
VANGUARD CHARLOTTE FDS (BNDX) 16,861 +100 $949
     BNDX16,861+100$949
VANGUARD BD INDEX FDS (BSV) 11,281 +6,150 $927
     BSV11,281+6,150$927
ISHARES TR (IWF) 5,965 +3,333 $899
     IWF5,965+3,333$899
VANGUARD BD INDEX FDS (BND) 10,430 -249 $890
     BND10,430-249$890
SPDR SER TR (CWB) 18,149 -671 $869
     CWB18,149-671$869
VANGUARD INTL EQUITY INDEX F (VWO) 25,500 -1,784 $856
     VWO25,500-1,784$856
ISHARES TR (HEFA) 34,424 +11,876 $833
     HEFA34,424+11,876$833
INDEXIQ ETF TR (MNA) 27,506 -10 $829
     MNA27,506-10$829
VANGUARD WHITEHALL FDS (VWOB) 11,750 -226 $827
     VWOB11,750-226$827
ISHARES TR (IJJ) 7,295 -3,019 $801
     IJJ7,295-3,019$801
BERKSHIRE HATHAWAY INC DEL      $786
     BRK.B4,300+766$786
ISHARES INC (IEMG) 18,805 +262 $761
     IEMG18,805+262$761
VANGUARD INDEX FDS (VUG) 4,487 -214 $703
     VUG4,487-214$703

See Full List: All Stocks Held By Pensionmark Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pensionmark Financial Group LLC

Size ($ in 1000's)
At 03/31/2020: $215,401
At 12/31/2019: $256,349

Pensionmark Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pensionmark Financial Group LLC 13F filings. Link to 13F filings: SEC filings

Pensionmark Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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