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

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES CORE S&P 500 ETF (IVV) 34,948 +1,063 $8,946
     IVV34,948+1,063$8,946
ISHARES IBOXX INVESTMENT GRADE CO ETF (LQD) 34,425 +821 $4,176
     LQD34,425+821$4,176
ISHARES TR (TLT) 18,347 -15,651 $3,058
     TLT18,347-15,651$3,058
ISHARES TR (IEF) 22,562 +11,715 $2,780
     IEF22,562+11,715$2,780
ISHARES TR (MTUM) 23,400 -37,239 $2,496
     MTUM23,400-37,239$2,496
ISHARES TR (IEFA) 46,001 -39,315 $2,253
     IEFA46,001-39,315$2,253
ISHARES INC (IEMG) 54,128 +180 $2,155
     IEMG54,128+180$2,155
AMAZON.COM INC 1,071 -4,427 $2,114
     AMZN1,071-4,427$2,114
ISHARES CORE S&P MID CAP ETF (IJH) 14,001 -44,306 $2,008
     IJH14,001-44,306$2,008
APPLE COMPUTER INC COM 7,443 -76,435 $1,907
     AAPL7,443-76,435$1,907
ISHARES U S ETF TR (NEAR) 36,485 -26,869 $1,769
     NEAR36,485-26,869$1,769
ISHARES TR (IVE) 18,170 +7,872 $1,732
     IVE18,170+7,872$1,732
ISHARES TR (IVW) 10,487 +4,351 $1,707
     IVW10,487+4,351$1,707
ISHARES JP MORGAN USD EMERGING MKTS BD ETF (EMB) 17,412 +978 $1,674
     EMB17,412+978$1,674
ISHARES TR (MBB) 14,761 +9,982 $1,657
     MBB14,761+9,982$1,657
ISHARES TR (USMV) 29,910 +4,224 $1,643
     USMV29,910+4,224$1,643
ISHARES TR (HEFA) 67,955 +6,989 $1,630
     HEFA67,955+6,989$1,630
ISHARES INTERMEDIATE TERM CORPORATE BOND ETF (IGIB) 29,529 -20,847 $1,622
     IGIB29,529-20,847$1,622
ISHARES TR (FLOT) 31,331 +22,881 $1,558
     FLOT31,331+22,881$1,558
VANGUARD CHARLOTTE FDS (BNDX) 27,163 -373,495 $1,533
     BNDX27,163-373,495$1,533
MICROSOFT CORP 9,775 -46,192 $1,530
     MSFT9,775-46,192$1,530
ISHARES COMEX GOLD TR ISHARES (IAU) 80,251 +15,820 $1,338
     IAU80,251+15,820$1,338
AT&T INC      $1,306
     T43,176-123,191$1,274
     B30,000+30,000$32
VERIZON COMMUNICATIONS INC 24,695 -198,065 $1,235
     VZ24,695-198,065$1,235
ISHARES TR (GOVT) 40,803 -56,334 $1,143
     GOVT40,803-56,334$1,143
SPDR SER TR (JNK) 12,726 +5,489 $1,078
     JNK12,726+5,489$1,078
ISHARES CORE S&P SMALL CAP ETF (IJR) 18,904 -1,659 $1,068
     IJR18,904-1,659$1,068
WALMART INC. 8,806 -12,393 $996
     WMT8,806-12,393$996
DISNEY WALT CO 10,370 -121,385 $988
     DIS10,370-121,385$988
SPDR GOLD TRUST (GLD) 6,610 -539,070 $954
     GLD6,610-539,070$954
DOMINION ENERGY INC 11,929 -66,374 $891
     D11,929-66,374$891
ALTRIA GROUP INC 21,167 -83,278 $831
     MO21,167-83,278$831
PROCTER & GAMBLE 7,258 -82,467 $825
     PG7,258-82,467$825
CVS HEALTH CORP 13,283 -151,025 $794
     CVS13,283-151,025$794
NIKE INC 9,562 +6 $791
     NKE9,562+6$791
JOHNSON & JOHNSON 5,506 -85,417 $755
     JNJ5,506-85,417$755
SPDR S&P 500 ETF TR (SPY) 2,926 -365,639 $737
     SPY2,926-365,639$737
INTEL CORP 12,619 -15,077 $672
     INTC12,619-15,077$672
FACEBOOK INC 3,839 +565 $656
     FB3,839+565$656
INTERNATIONAL BUSINESS MACHINES CORP 6,172 -95,566 $621
     IBM6,172-95,566$621
THE CLOROX CO 3,475 -122,414 $606
     CLX3,475-122,414$606
ALPHABET INC 498 -977 $598
     GOOGL498-977$598
GILEAD SCIENCE INC. 8,261 -122,678 $549
     GILD8,261-122,678$549
VANGUARD VALUE VIPERS (VTV) 6,052 -357,301 $524
     VTV6,052-357,301$524
COSTCO WHSL CORP NEW 1,666 +678 $523
     COST1,666+678$523
PHILIP MORRIS INTL INC COM 7,142 -24,390 $521
     PM7,142-24,390$521
MCDONALDS CORP 2,786 -2,328 $514
     MCD2,786-2,328$514
BERKSHIRE HATHAWAY INC DEL      $511
     BRK.A1+1$272
     BRK.B1,306+247$239
ISHARES TR (IJS) 4,971 +4,152 $509
     IJS4,971+4,152$509
INVESCO VALUE MUN INCOME TR 40,602 -223,267 $504
     IIM40,602-223,267$504

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

See Details: Top 10 Stocks Held By Wealth Quarterback LLC

Size ($ in 1000's)
At 03/31/2020: $108,882
At 12/31/2019: $115,157

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

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

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