HoldingsChannel.com
| Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR MSCI USA MIN VOL (USMV) |
472,229 | +7,161 | $34,051 |
| USMV | 472,229 | +7,161 | $34,051 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) |
437,897 | -55,563 | $33,338 |
| GSLC | 437,897 | -55,563 | $33,338 |
| ISHARES TR CORE S&P MCP ETF (IJH) |
136,286 | -7,007 | $32,967 |
| IJH | 136,286 | -7,007 | $32,967 |
| ISHARES TR CORE S&P500 ETF (IVV) |
76,657 | -6,343 | $29,454 |
| IVV | 76,657 | -6,343 | $29,454 |
| STRYKER CORPORATION |
116,485 | -222 | $28,480 |
| SYK | 116,485 | -222 | $28,480 |
| ISHARES TR CORE DIV GRWTH (DGRO) |
545,970 | -21,281 | $27,299 |
| DGRO | 545,970 | -21,281 | $27,299 |
| APPLE INCORPORATED |
189,490 | +2,464 | $24,620 |
| AAPL | 189,490 | +2,464 | $24,620 |
| ISHARES TRUST MSCI USA SMALL CAP (SMLF) |
222,935 | +39,074 | $11,071 |
| SMLF | 222,935 | +39,074 | $11,071 |
| ISHARES TR SELECT DIVID ETF (DVY) |
89,715 | +4,896 | $10,820 |
| DVY | 89,715 | +4,896 | $10,820 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) |
198,244 | -5,108 | $10,606 |
| XMLV | 198,244 | -5,108 | $10,606 |
| VANGUARD SHORT TERM BOND ETF (BSV) |
123,557 | +119,026 | $9,301 |
| BSV | 123,557 | +119,026 | $9,301 |
| ISHARES INCORPORATED MSCI GBL MIN VOL (ACWV) |
89,940 | +1,983 | $8,546 |
| ACWV | 89,940 | +1,983 | $8,546 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) |
22,385 | +14,184 | $7,866 |
| VOO | 22,385 | +14,184 | $7,866 |
| SCHWAB U.S. LARGE CAP ETF (SCHX) |
172,600 | +3,117 | $7,793 |
| SCHX | 172,600 | +3,117 | $7,793 |
| ISHARES TR CORE US AGGBD ET (AGG) |
77,038 | +63,961 | $7,472 |
| AGG | 77,038 | +63,961 | $7,472 |
| ISHARES TR CORE S&P TTL STK (ITOT) |
78,866 | -15,111 | $6,688 |
| ITOT | 78,866 | -15,111 | $6,688 |
| DIMENSIONAL ETF TRUST INTL VALUE ETF (DFIV) |
207,798 | +42,710 | $6,317 |
| DFIV | 207,798 | +42,710 | $6,317 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) |
144,450 | +3,995 | $5,943 |
| DON | 144,450 | +3,995 | $5,943 |
| JPMORGAN ULTRA SHORT INCOME ETF (JPST) |
96,473 | -9,122 | $4,836 |
| JPST | 96,473 | -9,122 | $4,836 |
| ISHARES TR NATIONAL MUN ETF (MUB) |
45,186 | +35,990 | $4,768 |
| MUB | 45,186 | +35,990 | $4,768 |
| INVESCO S&P SMALLCAP LOW VOLATILITY ETF (XSLV) |
89,924 | -6,374 | $4,016 |
| XSLV | 89,924 | -6,374 | $4,016 |
| ISHARES TR SHRT NAT MUN ETF (SUB) |
36,445 | +33,416 | $3,800 |
| SUB | 36,445 | +33,416 | $3,800 |
| ISHARES TRUST MSCI USA MMENTM (MTUM) |
25,678 | +12,389 | $3,747 |
| MTUM | 25,678 | +12,389 | $3,747 |
| ISHARES TR MSCI EAFE MIN VL (EFAV) |
58,251 | -26,476 | $3,706 |
| EFAV | 58,251 | -26,476 | $3,706 |
| INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) |
57,272 | +1,634 | $3,660 |
| SPLV | 57,272 | +1,634 | $3,660 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
73,152 | +73,152 | $3,470 |
| BNDX | 73,152 | +73,152 | $3,470 |
| SPDR S&P DIVIDEND ETF (SDY) |
26,132 | +4,682 | $3,269 |
| SDY | 26,132 | +4,682 | $3,269 |
| SPDR BLOOMBERG 1 3 MONTH T BILL ETF (BIL) |
32,319 | +32,319 | $2,956 |
| BIL | 32,319 | +32,319 | $2,956 |
| MERCANTILE BK CORPORATION |
86,640 | UNCH | $2,901 |
| MBWM | 86,640 | UNCH | $2,901 |
| RAYMOND JAMES FINL INCORPORATED |
26,361 | -1,225 | $2,817 |
| RJF | 26,361 | -1,225 | $2,817 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
61,226 | +61,226 | $2,570 |
| VEA | 61,226 | +61,226 | $2,570 |
| ISHARES TR CORE S&P SCP ETF (IJR) |
25,135 | -5,176 | $2,379 |
| IJR | 25,135 | -5,176 | $2,379 |
| DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF (DFAC) |
95,510 | +95,510 | $2,319 |
| DFAC | 95,510 | +95,510 | $2,319 |
 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B |
$2,162 | ||
| BRK.B | 6,999 | +1,206 | $2,162 |
| VANGUARD TAX EXEMPT BOND ETF (VTEB) |
43,598 | +43,598 | $2,158 |
| VTEB | 43,598 | +43,598 | $2,158 |
| INVESCO QQQ |
7,907 | -1,576 | $2,106 |
| QQQ | 7,907 | -1,576 | $2,106 |
| ISHARES TR CORE S&P US VLU (IUSV) |
27,771 | -841 | $1,961 |
| IUSV | 27,771 | -841 | $1,961 |
| VANGUARD SMALL CAP ETF (VB) |
10,675 | +10,675 | $1,959 |
| VB | 10,675 | +10,675 | $1,959 |
| ISHARES TR CONV BD ETF (ICVT) |
27,277 | -16,607 | $1,895 |
| ICVT | 27,277 | -16,607 | $1,895 |
| VANGUARD TOTAL STOCK MARKET ETF (VTI) |
9,860 | +3,719 | $1,885 |
| VTI | 9,860 | +3,719 | $1,885 |
| ZOETIS INCORPORATED CLASS A |
11,537 | -490 | $1,691 |
| ZTS | 11,537 | -490 | $1,691 |
| ACCENTURE PLC IRELAND SHS CLASS A |
6,238 | +122 | $1,665 |
| ACN | 6,238 | +122 | $1,665 |
| AMAZON COM INCORPORATED |
18,643 | +150 | $1,566 |
| AMZN | 18,643 | +150 | $1,566 |
| ADVANCED MICRO DEVICES INCORPORATED |
22,630 | UNCH | $1,466 |
| AMD | 22,630 | UNCH | $1,466 |
| VANGUARD MID CAP ETF (VO) |
6,887 | +2,572 | $1,404 |
| VO | 6,887 | +2,572 | $1,404 |
| VANGUARD TOTAL BOND MARKET ETF (BND) |
19,120 | +6,994 | $1,375 |
| BND | 19,120 | +6,994 | $1,375 |
| TESLA INCORPORATED |
11,154 | +3,085 | $1,374 |
| TSLA | 11,154 | +3,085 | $1,374 |
| SPDR S&P 500 ETF (SPY) |
3,481 | -49 | $1,331 |
| SPY | 3,481 | -49 | $1,331 |
| ISHARES TR MRGSTR SM CP ETF (ISCB) |
26,401 | +3,093 | $1,204 |
| ISCB | 26,401 | +3,093 | $1,204 |
| ISHARES TR MSCI USA SMCP MN (SMMV) |
34,244 | +10,386 | $1,185 |
| SMMV | 34,244 | +10,386 | $1,185 |
See Full List: All Stocks Held By Sanford Advisory Services LLC
— Including:
• Biggest new positions
• Biggest exits
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See Details: Top 10 Stocks Held By Sanford Advisory Services LLC
|
Size ($ in 1000's)
At 12/31/2022: $419,894 At 09/30/2022: $350,150 Sanford Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sanford Advisory Services LLC 13F filings. Link to 13F filings: SEC filings |
