HoldingsChannel.com
Watson Rebecca Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 334,064 +334,064 $21,915
     USMV334,064+334,064$21,915
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 117,852 +117,852 $13,243
     AGG117,852+117,852$13,243
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 261,386 +261,386 $13,182
     JPST261,386+261,386$13,182
ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL) 82,356 +82,356 $8,318
     QUAL82,356+82,356$8,318
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 43,312 +43,312 $5,399
     VIG43,312+43,312$5,399
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 126,736 +126,736 $5,332
     DGRO126,736+126,736$5,332
ISHARES SHORT TERM CORPORATE BOND ETF (IGSB) 97,646 +97,646 $5,237
     IGSB97,646+97,646$5,237
ISHARES LIQUIDITY INCOME ETF (ICSH) 102,963 +102,963 $5,182
     ICSH102,963+102,963$5,182
ISHARES CORE S&P 500 ETF (IVV) 13,545 +13,545 $4,378
     IVV13,545+13,545$4,378
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) 61,247 +61,247 $4,143
     IUSG61,247+61,247$4,143
ISHARES S&P MIDCAP FUND (IJH) 20,122 +20,122 $4,141
     IJH20,122+20,122$4,141
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF (GSIE) 134,309 +134,309 $4,063
     GSIE134,309+134,309$4,063
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 74,719 +74,719 $4,017
     IEMG74,719+74,719$4,017
ISHARES U.S. TREASURY BOND ETF (GOVT) 142,517 +142,517 $3,697
     GOVT142,517+142,517$3,697
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 68,382 +68,382 $3,464
     FLDR68,382+68,382$3,464
VERIZON COMMUNICATIONS INC COM 56,068 +56,068 $3,443
     VZ56,068+56,068$3,443
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 33,500 +33,500 $3,355
     GBIL33,500+33,500$3,355
ISHARES S&P SMALL CAP FUND (IJR) 38,257 +38,257 $3,208
     IJR38,257+38,257$3,208
AT&T INC COM 73,205 +73,205 $2,861
     T73,205+73,205$2,861
APPLE INC COM 9,437 +9,437 $2,771
     AAPL9,437+9,437$2,771
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 37,033 +37,033 $2,760
     EFAV37,033+37,033$2,760
ISHARES AAA A RATED CORPORATE BOND ETF (QLTA) 49,214 +49,214 $2,690
     QLTA49,214+49,214$2,690
FIDELITY MSCI REAL ESTATE INDEX ETF (FREL) 84,187 +84,187 $2,345
     FREL84,187+84,187$2,345
INTEL CORP COM 34,838 +34,838 $2,085
     INTC34,838+34,838$2,085
FIDELITY MSCI UTILITIES INDEX ETF (FUTY) 38,053 +38,053 $1,610
     FUTY38,053+38,053$1,610
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF (SPSB) 49,628 +49,628 $1,531
     SPSB49,628+49,628$1,531
ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF (LQD) 11,149 +11,149 $1,427
     LQD11,149+11,149$1,427
UNITED TECHNOLOGIES CORP COM 8,840 +8,840 $1,324
     UTX8,840+8,840$1,324
US BANCORP DEL COM NEW 21,890 +21,890 $1,298
     USB21,890+21,890$1,298
UNITED PARCEL SERVICE INC CL B 10,535 +10,535 $1,233
     UPS10,535+10,535$1,233
TJX COS INC NEW COM 18,175 +18,175 $1,110
     TJX18,175+18,175$1,110
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 39,990 +39,990 $1,058
     PZA39,990+39,990$1,058
ISHARES SELECT DIVIDEND ETF (DVY) 9,658 +9,658 $1,020
     DVY9,658+9,658$1,020
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 3,703 +3,703 $979
     IHI3,703+3,703$979
ISHARES RUSSELL 1000 VALUE ETF (IWD) 7,054 +7,054 $963
     IWD7,054+7,054$963
UNION PACIFIC CORP COM 5,276 +5,276 $954
     UNP5,276+5,276$954
DISNEY WALT CO COM DISNEY 6,367 +6,367 $921
     DIS6,367+6,367$921
JOHNSON & JOHNSON COM 6,185 +6,185 $902
     JNJ6,185+6,185$902
INVESCO QQQ TRUST 3,680 +3,680 $782
     QQQ3,680+3,680$782
BOEING CO COM 2,346 +2,346 $764
     BA2,346+2,346$764
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 6,239 +6,239 $749
     DSI6,239+6,239$749
MICROSOFT CORP COM 4,526 +4,526 $714
     MSFT4,526+4,526$714
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF (GSST) 14,000 +14,000 $707
     GSST14,000+14,000$707
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 19,339 +19,339 $649
     IDV19,339+19,339$649
ALECTOR INC COM 37,053 +37,053 $638
     ALEC37,053+37,053$638
AMGEN INC COM 2,574 +2,574 $621
     AMGN2,574+2,574$621
PROCTER & GAMBLE CO COM 4,335 +4,335 $541
     PG4,335+4,335$541
ISHARES ESG U.S. AGGREGATE BOND ETF (EAGG) 9,862 +9,862 $529
     EAGG9,862+9,862$529
SPDR S&P 500 ETF (SPY) 1,534 +1,534 $494
     SPY1,534+1,534$494
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH) 4,977 +4,977 $479
     LQDH4,977+4,977$479

See Full List: All Stocks Held By Watson Rebecca
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Watson Rebecca

Size ($ in 1000's)
At 12/31/2019: $164,776
At 09/30/2019: $0

Combined Holding Report Includes:
Watson Rebecca
Mascoma Wealth Management LLC

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

Watson Rebecca Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.