$113 Million is the total value of SHINE INVESTMENT ADVISORY SERVICES INC's 33 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR RUS 1000 GRW ETFequity etf | $7,093,000 | -99.9% | 68,087 | 0.0% | 6.27% | -20.1% | |
| DLN | WISDOMTREE TR LARGECAP DIVIDequity etf | $1,498,000 | -99.9% | 19,451 | 0.0% | 1.32% | -21.8% | |
| VDE | VANGUARD WORLD FDS ENERGY ETFequity etf | $1,057,000 | -99.9% | 10,820 | 0.0% | 0.93% | -21.0% | |
| STAA | SURGICALCOM$0.01 | $1,057,000 | -99.8% | 112,400 | 0.0% | 0.93% | +31.4% | |
| VFH | VANGUARD WORLD FDS FINANCIALS ETFequity etf | $835,000 | -99.9% | 16,917 | 0.0% | 0.74% | -19.8% | |
| IEV | ISHARES TR EUROPE ETFequity etf | $469,000 | -99.9% | 11,915 | 0.0% | 0.41% | -19.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS VALUE ETF | 26 | Q3 2020 | 10.8% |
| ISHARES TR RUSSELL 1000 | 26 | Q3 2020 | 10.0% |
| VANGUARD WORLD FD MEGA GRWTH IND | 26 | Q3 2020 | 8.2% |
| VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF | 26 | Q3 2020 | 9.8% |
| VANGUARD MID CAP | 26 | Q3 2020 | 5.3% |
| VANGUARD VALUE | 26 | Q3 2020 | 3.2% |
| VANGUARD WORLD FD MEGA GRWTH IND | 26 | Q3 2020 | 1.3% |
| ISHARES TR RUS MDCP VAL ETF | 26 | Q3 2020 | 1.5% |
| VANGUARD INDEX FDS GROWTH ETF | 26 | Q3 2020 | 1.4% |
| ISHARES TR SP SMCP600VL ETF | 26 | Q3 2020 | 0.7% |
View SHINE INVESTMENT ADVISORY SERVICES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-04-27 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-10-29 |
| 13F-HR | 2019-07-25 |
| 13F-HR | 2019-04-16 |
| 13F-HR | 2019-01-23 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-02 |
View SHINE INVESTMENT ADVISORY SERVICES INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.