HoldingsChannel.com
SVA Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IEF) 919,751 +29,739 $111,731
     IEF919,751+29,739$111,731
SCHWAB STRATEGIC TR 1,699,109 +48,660 $71,634
     SCHM1,699,109+48,660$71,634
SCHWAB STRATEGIC TR 1,011,625 +28,480 $61,962
     SCHX1,011,625+28,480$61,962
WISDOMTREE TR 1,965,590 +88,819 $47,489
     DON1,965,590+88,819$47,489
VANGUARD STAR FDS (VXUS) 986,988 +100,084 $41,414
     VXUS986,988+100,084$41,414
J P MORGAN EXCHANGE TRADED F (JPUS) 697,364 +22,562 $40,893
     JPUS697,364+22,562$40,893
WISDOMTREE TR 1,235,213 +69,203 $27,582
     EES1,235,213+69,203$27,582
APPLE INC 91,787 -1,590 $23,340
     AAPL91,787-1,590$23,340
MICROSOFT CORP 138,596 -1,458 $21,858
     MSFT138,596-1,458$21,858
SCHWAB STRATEGIC TR 254,054 +13,332 $13,788
     SCHZ254,054+13,332$13,788
VISA INC 80,161 -4,987 $12,915
     V80,161-4,987$12,915
BERKSHIRE HATHAWAY INC DEL      $11,765
     BRK.B43,521+2,641$7,957
     BRK.A14UNCH$3,808
JOHNSON & JOHNSON 88,523 -35 $11,608
     JNJ88,523-35$11,608
VANGUARD INDEX FDS (VUG) 59,403 -341 $9,308
     VUG59,403-341$9,308
JPMORGAN CHASE & CO 100,298 -993 $9,030
     JPM100,298-993$9,030
PEPSICO INC 72,385 -1,540 $8,693
     PEP72,385-1,540$8,693
VANGUARD INDEX FDS (VOT) 64,854 +589 $8,216
     VOT64,854+589$8,216
VANGUARD INDEX FDS (VO) 59,686 +2,465 $7,858
     VO59,686+2,465$7,858
ALPHABET INC 6,744 -34 $7,836
     GOOGL6,744-34$7,836
VANGUARD INDEX FDS (VOE) 96,113 +8,790 $7,813
     VOE96,113+8,790$7,813
SCHWAB STRATEGIC TR 150,932 +14,439 $7,776
     SCHA150,932+14,439$7,776
ISHARES TR (IXUS) 154,849 -21,615 $7,279
     IXUS154,849-21,615$7,279
PROCTER & GAMBLE CO 64,334 +1,573 $7,077
     PG64,334+1,573$7,077
VANGUARD INDEX FDS (VTV) 76,856 +630 $6,845
     VTV76,856+630$6,845
CISCO SYS INC 167,489 +2,057 $6,584
     CSCO167,489+2,057$6,584
AMAZON COM INC 3,353 +1,043 $6,537
     AMZN3,353+1,043$6,537
INTEL CORP 118,758 +7,486 $6,427
     INTC118,758+7,486$6,427
MERCK & CO. INC 79,108 +2,615 $6,087
     MRK79,108+2,615$6,087
VANGUARD INDEX FDS (VV) 48,849 -4,335 $5,785
     VV48,849-4,335$5,785
FISERV INC 59,896 -7,265 $5,690
     FISV59,896-7,265$5,690
STRYKER CORP 33,855 -1,694 $5,637
     SYK33,855-1,694$5,637
SSGA ACTIVE ETF TR (TOTL) 112,220 -3,953 $5,382
     TOTL112,220-3,953$5,382
HONEYWELL INTL INC 40,215 +569 $5,380
     HON40,215+569$5,380
MEDTRONIC PLC 58,778 +1,376 $5,301
     MDT58,778+1,376$5,301
PFIZER INC 160,973 +4,162 $5,254
     PFE160,973+4,162$5,254
INTUITIVE SURGICAL INC 10,589 -543 $5,244
     ISRG10,589-543$5,244
WALMART INC 44,545 +1,950 $5,061
     WMT44,545+1,950$5,061
DISNEY WALT CO 52,353 +16,138 $5,057
     DIS52,353+16,138$5,057
SCHWAB STRATEGIC TR 105,560 -24,076 $4,748
     SCHD105,560-24,076$4,748
DANAHER CORPORATION 33,765 +1,278 $4,673
     DHR33,765+1,278$4,673
VANGUARD INDEX FDS (VBK) 30,829 -1,846 $4,634
     VBK30,829-1,846$4,634
AMGEN INC 22,713 -280 $4,605
     AMGN22,713-280$4,605
MICROCHIP TECHNOLOGY INC 61,404 -3,241 $4,163
     MCHP61,404-3,241$4,163
SCHWAB STRATEGIC TR 160,868 +18,167 $4,157
     SCHF160,868+18,167$4,157
PIMCO ETF TR (BOND) 38,493 -4,584 $4,087
     BOND38,493-4,584$4,087
ALPHABET INC 3,457 -59 $4,020
     GOOG3,457-59$4,020
ECOLAB INC 25,379 +25,379 $3,955
     ECL25,379+25,379$3,955
CONSTELLATION BRANDS INC 27,319 -1,171 $3,916
     STZ27,319-1,171$3,916
US BANCORP DEL 110,862 -9,462 $3,819
     USB110,862-9,462$3,819
LOCKHEED MARTIN CORP 10,922 +797 $3,702
     LMT10,922+797$3,702

See Full List: All Stocks Held By SVA Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SVA Wealth Management LLC

Size ($ in 1000's)
At 03/31/2020: $871,617
At 12/31/2019: $1,090,928

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

SVA Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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