HoldingsChannel.com
Pensionmark Financial Group LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVW) 131,282 +10,438 $22,971
     IVW131,282+10,438$22,971
ISHARES TR (IJK) 96,017 +7,088 $21,054
     IJK96,017+7,088$21,054
ISHARES TR (SLQD) 342,738 +42,995 $17,497
     SLQD342,738+42,995$17,497
ISHARES TR (IJT) 89,892 +8,629 $15,870
     IJT89,892+8,629$15,870
ISHARES TR (IXUS) 249,575 +22,154 $13,832
     IXUS249,575+22,154$13,832
SCHWAB STRATEGIC TR 123,601 +8,165 $10,313
     SCHG123,601+8,165$10,313
SPDR SERIES TRUST (MDYG) 172,243 +12,827 $9,263
     MDYG172,243+12,827$9,263
INVESCO EXCH TRD SLF IDX FD 373,932 +30,143 $8,010
     BSCM373,932+30,143$8,010
SPDR SERIES TRUST (SLYG) 117,076 +9,692 $7,060
     SLYG117,076+9,692$7,060
ISHARES TR (SHY) 77,756 -23,314 $6,608
     SHY77,756-23,314$6,608
SCHWAB STRATEGIC TR 208,309 +13,351 $6,472
     SCHF208,309+13,351$6,472
SPDR S&P 500 ETF TR (SPY) 21,732 -901 $6,359
     SPY21,732-901$6,359
SCHWAB STRATEGIC TR 120,933 +13,356 $6,121
     SCHO120,933+13,356$6,121
INVESCO EXCHANGE TRADED FD T (PRF) 34,684 +75 $3,973
     PRF34,684+75$3,973
ISHARES TR (USMV) 58,459 -10,004 $3,648
     USMV58,459-10,004$3,648
ISHARES TR (EFA) 38,610 -1,410 $2,459
     EFA38,610-1,410$2,459
VANGUARD SCOTTSDALE FDS (VCSH) 30,237 +116 $2,446
     VCSH30,237+116$2,446
ISHARES TR (IEFA) 36,187 +843 $2,140
     IEFA36,187+843$2,140
WALMART INC 15,803 -6,525 $1,702
     WMT15,803-6,525$1,702
DBX ETF TR (DBEF) 54,993 +107 $1,700
     DBEF54,993+107$1,700
APPLE INC 46,920 +39,075 $1,653
     AAPL46,920+39,075$1,653
AMAZON COM INC 892 -43 $1,617
     AMZN892-43$1,617
ISHARES INC (EEMV) 28,445 +181 $1,600
     EEMV28,445+181$1,600
INVESCO QQQ TR 8,222 +8,222 $1,540
     QQQ8,222+8,222$1,540
ISHARES INC (ACWV) 14,576 +14,576 $1,323
     ACWV14,576+14,576$1,323
ISHARES TR (IJR) 14,877 -3,348 $1,133
     IJR14,877-3,348$1,133
SPDR SERIES TRUST (PSK) 24,780 UNCH $1,088
     PSK24,780UNCH$1,088
CHEVRON CORP NEW 8,861 -1,486 $1,070
     CVX8,861-1,486$1,070
VANGUARD INTL EQUITY INDEX F (VWO) 24,041 -50 $976
     VWO24,041-50$976
CAMBRIA ETF TR (GMOM) 38,114 +1,073 $954
     GMOM38,114+1,073$954
SPDR SERIES TRUST (CWB) 17,658 -847 $934
     CWB17,658-847$934
ISHARES TR (MTUM) 7,778 -255 $928
     MTUM7,778-255$928
ALPHA ARCHITECT ETF TR (VMOT) 36,867 +757 $861
     VMOT36,867+757$861
INVESCO EXCHANGE TRADED FD T (RSP) 7,820 +594 $833
     RSP7,820+594$833
VANGUARD BD INDEX FD INC (BND) 9,900 +1,345 $828
     BND9,900+1,345$828
HOME DEPOT INC 3,954 +110 $827
     HD3,954+110$827
VANGUARD WHITEHALL FDS INC (VWOB) 10,211 +15 $827
     VWOB10,211+15$827
VANGUARD CHARLOTTE FDS (BNDX) 13,664 +686 $796
     BNDX13,664+686$796
WELLS FARGO CO NEW 484,159 +484,159 $753
     WFC484,159+484,159$753
ISHARES TR (IVV) 2,527 +57 $744
     IVV2,527+57$744
VANGUARD INDEX FDS (VNQ) 8,299 +1,147 $737
     VNQ8,299+1,147$737
VANGUARD ADMIRAL FDS INC (VOOV) 6,487 -409 $727
     VOOV6,487-409$727
MICROSOFT CORP 5,116 -90 $700
     MSFT5,116-90$700
BERKSHIRE HATHAWAY INC DEL      $699
     BRK.B3,450+404$699
ISHARES TR (ITOT) 10,504 -3,786 $698
     ITOT10,504-3,786$698
ISHARES TR (AGG) 6,194 -51,147 $695
     AGG6,194-51,147$695
SPDR SERIES TRUST (FLRN) 21,662 -2,000 $666
     FLRN21,662-2,000$666
ISHARES TR (SMMV) 19,585 +19,585 $655
     SMMV19,585+19,585$655
ISHARES TR (IWD) 5,063 -269 $639
     IWD5,063-269$639
AT&T INC 69,041 +55,850 $637
     T69,041+55,850$637

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 06/30/2019: $226,721
At 03/31/2019: $219,684

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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