$121 Million is the total value of SHINE INVESTMENT ADVISORY SERVICES INC's 35 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | New | JOHNSON & JOHNSON COM | $8,918,000 | – | 239,673 | +100.0% | 7.38% | – |
| ACWV | New | ISHARES MIN VOL EMRG MKTequity etf | $1,635,000 | – | 22,515 | +100.0% | 1.35% | – |
| IUSV | New | ISHARES TR RUSSELL 3000 ETFequity etf | $1,239,000 | – | 25,211 | +100.0% | 1.02% | – |
| SCHB | New | SCHWAB STRATEGIC TR US SML CAP ETFequity etf | $632,000 | – | 11,673 | +100.0% | 0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-25
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.