$295 Million is the total value of SHINE INVESTMENT ADVISORY SERVICES INC's 747 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 42.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRO | Buy | ISHARES TRcore div grwth | $37,208,000 | +14.2% | 935,118 | +8.0% | 12.61% | +6.0% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $28,255,000 | +15.8% | 414,719 | +12.3% | 9.57% | +7.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $21,088,000 | +17.5% | 203,280 | +8.6% | 7.14% | +9.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $15,561,000 | +6.1% | 162,436 | +5.3% | 5.27% | -1.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $14,733,000 | +4.7% | 79,506 | +0.5% | 4.99% | -2.9% |
| AAPL | Buy | APPLE INC | $4,796,000 | +66.5% | 41,408 | +424.4% | 1.62% | +54.3% |
| AMZN | Buy | AMAZON COM INC | $2,746,000 | +44.7% | 872 | +26.7% | 0.93% | +34.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,601,000 | +71.3% | 29,483 | +71.6% | 0.88% | +58.7% |
| MSFT | Buy | MICROSOFT CORP | $2,280,000 | +10.6% | 10,839 | +7.0% | 0.77% | +2.7% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $1,753,000 | +9.1% | 8,959 | +0.4% | 0.59% | +1.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,671,000 | +55.0% | 3,408 | +37.6% | 0.57% | +43.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,625,000 | +0.7% | 20,586 | +0.2% | 0.55% | -6.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,560,000 | +12.3% | 5,615 | +0.1% | 0.53% | +4.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $1,306,000 | +6.2% | 16,159 | +0.5% | 0.44% | -1.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,258,000 | +5.7% | 8,179 | +0.2% | 0.43% | -2.1% |
| IDN | New | INTELLICHECK INC | $1,099,000 | – | 164,725 | +100.0% | 0.37% | – |
| PLD | Buy | PROLOGIS INC. | $958,000 | +8.2% | 9,525 | +0.4% | 0.32% | +0.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $959,000 | +8.2% | 654 | +4.6% | 0.32% | +0.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $921,000 | +6.0% | 627 | +2.0% | 0.31% | -1.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $891,000 | +13.1% | 5,232 | +4.0% | 0.30% | +4.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $879,000 | +6.3% | 8,132 | +0.1% | 0.30% | -1.3% |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $825,000 | +59.6% | 22,123 | +52.8% | 0.28% | +48.1% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $808,000 | +32.2% | 34,059 | +30.5% | 0.27% | +22.9% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $795,000 | +1.4% | 14,070 | +1.5% | 0.27% | -5.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $748,000 | +20.8% | 3,514 | +1.3% | 0.25% | +11.9% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $627,000 | +4.3% | 26,066 | +0.3% | 0.21% | -3.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $602,000 | +273.9% | 7,896 | +242.3% | 0.20% | +245.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $541,000 | +8.2% | 1,950 | +0.5% | 0.18% | 0.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $465,000 | +40.9% | 2,132 | +21.9% | 0.16% | +30.6% |
| INTU | Buy | INTUIT | $440,000 | +411.6% | 1,348 | +366.4% | 0.15% | +380.6% |
| VIAC | Buy | VIACOMCBS INCcl b | $343,000 | +214.7% | 12,254 | +161.7% | 0.12% | +190.0% |
| J | Buy | JACOBS ENGR GROUP INC | $337,000 | +30.6% | 3,636 | +19.6% | 0.11% | +21.3% |
| DIS | Buy | DISNEY WALT CO | $327,000 | +48.0% | 2,638 | +33.0% | 0.11% | +37.0% |
| AON | Buy | AON PLC | $326,000 | +96.4% | 1,578 | +83.1% | 0.11% | +80.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $306,000 | +16.8% | 2,057 | +10.5% | 0.10% | +8.3% |
| TSLA | Buy | TESLA INC | $301,000 | +490.2% | 701 | +1391.5% | 0.10% | +436.8% |
| NKE | Buy | NIKE INCcl b | $293,000 | +61.9% | 2,330 | +26.2% | 0.10% | +50.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $277,000 | +11.2% | 1,200 | +0.1% | 0.09% | +3.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $274,000 | +32.4% | 2,251 | +31.1% | 0.09% | +22.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $261,000 | +8.3% | 3,234 | +0.5% | 0.09% | 0.0% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $251,000 | +21.8% | 5,020 | +10.7% | 0.08% | +13.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $242,000 | +42.4% | 683 | +21.7% | 0.08% | +32.3% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $231,000 | +27.6% | 1,048 | +23.1% | 0.08% | +18.2% |
| MTCH | New | MATCH GROUP INC NEW | $220,000 | – | 1,990 | +100.0% | 0.08% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $197,000 | +27.1% | 4,254 | +6.7% | 0.07% | +17.5% |
| RACE | Buy | FERRARI N V | $194,000 | +16.2% | 1,055 | +8.1% | 0.07% | +8.2% |
| XOM | Buy | EXXON MOBIL CORP | $182,000 | -22.9% | 5,294 | +0.3% | 0.06% | -27.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $169,000 | +11.9% | 543 | +0.4% | 0.06% | +3.6% |
| INTC | Buy | INTEL CORP | $163,000 | -5.2% | 3,147 | +9.6% | 0.06% | -12.7% |
| AMAT | Buy | APPLIED MATLS INC | $151,000 | +43.8% | 2,542 | +45.9% | 0.05% | +34.2% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $150,000 | +14.5% | 953 | +2.3% | 0.05% | +6.2% |
| SAP | Buy | SAP SEspon adr | $146,000 | +29.2% | 939 | +16.2% | 0.05% | +19.5% |
| GOLD | Buy | BARRICK GOLD CORP | $146,000 | +12.3% | 5,179 | +7.3% | 0.05% | +4.3% |
| MCD | Buy | MCDONALDS CORP | $136,000 | +19.3% | 618 | +0.2% | 0.05% | +9.5% |
| TXN | Buy | TEXAS INSTRS INC | $136,000 | +248.7% | 952 | +213.2% | 0.05% | +228.6% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $132,000 | -0.8% | 1,338 | +1.4% | 0.04% | -8.2% |
| GH | Buy | GUARDANT HEALTH INC | $129,000 | +821.4% | 1,156 | +560.6% | 0.04% | +780.0% |
| MO | Buy | ALTRIA GROUP INC | $117,000 | +19.4% | 3,030 | +21.4% | 0.04% | +11.1% |
| GE | Buy | GENERAL ELECTRIC CO | $118,000 | -7.1% | 18,940 | +2.2% | 0.04% | -13.0% |
| PODD | Buy | INSULET CORP | $117,000 | +33.0% | 493 | +8.6% | 0.04% | +25.0% |
| VOO | Buy | VANGUARD INDEX FDS | $99,000 | +16.5% | 322 | +7.3% | 0.03% | +9.7% |
| T | Buy | AT&T INC | $93,000 | +5.7% | 3,278 | +13.2% | 0.03% | 0.0% |
| GIB | Buy | CGI INCcl a sub vtg | $95,000 | +37.7% | 1,398 | +27.7% | 0.03% | +28.0% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $93,000 | +50.0% | 1,144 | +40.5% | 0.03% | +39.1% |
| BLL | Buy | BALL CORP | $94,000 | +27.0% | 1,126 | +5.2% | 0.03% | +18.5% |
| CSGP | Buy | COSTAR GROUP INC | $87,000 | +102.3% | 103 | +68.9% | 0.03% | +81.2% |
| WFC | Buy | WELLS FARGO CO NEW | $87,000 | +2.4% | 3,706 | +12.1% | 0.03% | -6.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $85,000 | +6.2% | 615 | +3.0% | 0.03% | 0.0% |
| ORCL | Buy | ORACLE CORP | $87,000 | +521.4% | 1,456 | +468.8% | 0.03% | +480.0% |
| WMT | Buy | WALMART INC | $83,000 | +18.6% | 594 | +2.1% | 0.03% | +7.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $81,000 | +12.5% | 813 | +3.7% | 0.03% | +3.8% |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $78,000 | +47.2% | 710 | +42.6% | 0.03% | +36.8% |
| ADSK | New | AUTODESK INC | $74,000 | – | 320 | +100.0% | 0.02% | – |
| TRN | Buy | TRINITY INDS INC | $70,000 | -6.7% | 3,569 | +1.0% | 0.02% | -11.1% |
| TRU | Buy | TRANSUNION | $66,000 | +4.8% | 789 | +9.4% | 0.02% | -4.3% |
| HUBS | Buy | HUBSPOT INC | $59,000 | +43.9% | 201 | +9.8% | 0.02% | +33.3% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $59,000 | +22.9% | 1,630 | +31.3% | 0.02% | +11.1% |
| ACIW | New | ACI WORLDWIDE INC | $56,000 | – | 2,127 | +100.0% | 0.02% | – |
| APH | Buy | AMPHENOL CORP NEWcl a | $55,000 | +19.6% | 512 | +6.2% | 0.02% | +11.8% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $57,000 | +35.7% | 820 | +10.5% | 0.02% | +26.7% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $57,000 | +67.6% | 891 | +60.8% | 0.02% | +58.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $52,000 | -3.7% | 483 | +1.3% | 0.02% | -10.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $52,000 | +6.1% | 509 | +8.8% | 0.02% | 0.0% |
| CNNE | New | CANNAE HLDGS INC | $52,000 | – | 1,392 | +100.0% | 0.02% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $50,000 | +47.1% | 1,308 | +35.7% | 0.02% | +41.7% |
| JD | Buy | JD.COM INCspon adr cl a | $50,000 | +92.3% | 650 | +50.1% | 0.02% | +88.9% |
| ACA | Buy | ARCOSA INC | $49,000 | +4.3% | 1,121 | +0.1% | 0.02% | 0.0% |
| IQV | Buy | IQVIA HLDGS INC | $50,000 | +42.9% | 315 | +26.0% | 0.02% | +30.8% |
| GLD | Buy | SPDR GOLD TR | $50,000 | +66.7% | 281 | +55.2% | 0.02% | +54.5% |
| C | Buy | CITIGROUP INC | $50,000 | -10.7% | 1,160 | +5.5% | 0.02% | -15.0% |
| BURL | Buy | BURLINGTON STORES INC | $47,000 | +46.9% | 226 | +37.0% | 0.02% | +33.3% |
| SONY | Buy | SONY CORPsponsored adr | $48,000 | +29.7% | 620 | +16.1% | 0.02% | +14.3% |
| NVO | Buy | NOVO-NORDISK A Sadr | $40,000 | +60.0% | 571 | +48.3% | 0.01% | +55.6% |
| RKT | New | ROCKET COS INC | $40,000 | – | 2,000 | +100.0% | 0.01% | – |
| HOLX | New | HOLOGIC INC | $42,000 | – | 636 | +100.0% | 0.01% | – |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $40,000 | +150.0% | 1,001 | +115.3% | 0.01% | +133.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $40,000 | +60.0% | 1,113 | +51.2% | 0.01% | +55.6% |
| MKC | Buy | MCCORMICK & CO INC | $41,000 | +20.6% | 211 | +12.8% | 0.01% | +16.7% |
| MKSI | Buy | MKS INSTRS INC | $41,000 | +20.6% | 376 | +24.1% | 0.01% | +16.7% |
| ESML | Buy | ISHARES TResg aware msci | $41,000 | +28.1% | 1,556 | +20.2% | 0.01% | +16.7% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $39,000 | +8.3% | 278 | +35.6% | 0.01% | 0.0% |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $37,000 | – | 59 | +100.0% | 0.01% | – |
| SKM | Buy | SK TELECOM LTDsponsored adr | $37,000 | +131.2% | 1,649 | +97.5% | 0.01% | +116.7% |
| ANSS | Buy | ANSYS INC | $37,000 | +48.0% | 114 | +32.6% | 0.01% | +44.4% |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $35,000 | – | 158 | +100.0% | 0.01% | – |
| SGEN | Buy | SEATTLE GENETICS INC | $34,000 | +61.9% | 174 | +38.1% | 0.01% | +50.0% |
| RNG | Buy | RINGCENTRAL INCcl a | $34,000 | +47.8% | 125 | +54.3% | 0.01% | +50.0% |
| SNAP | Buy | SNAP INCcl a | $32,000 | +33.3% | 1,224 | +20.0% | 0.01% | +22.2% |
| EXAS | Buy | EXACT SCIENCES CORP | $31,000 | +29.2% | 300 | +8.7% | 0.01% | +22.2% |
| DXC | Buy | DXC TECHNOLOGY CO | $30,000 | +2900.0% | 1,688 | +5015.2% | 0.01% | – |
| LUV | Buy | SOUTHWEST AIRLS CO | $30,000 | +20.0% | 812 | +12.5% | 0.01% | +11.1% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $27,000 | – | 325 | +100.0% | 0.01% | – |
| ADI | Buy | ANALOG DEVICES INC | $23,000 | +35.3% | 200 | +43.9% | 0.01% | +33.3% |
| NLOK | Buy | NORTONLIFELOCK INC | $24,000 | +300.0% | 1,150 | +282.1% | 0.01% | +300.0% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $25,000 | – | 400 | +100.0% | 0.01% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $25,000 | +8.7% | 530 | +10.0% | 0.01% | 0.0% |
| UBER | New | UBER TECHNOLOGIES INC | $23,000 | – | 631 | +100.0% | 0.01% | – |
| PNQI | New | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $22,000 | – | 107 | +100.0% | 0.01% | – |
| UN | Buy | UNILEVER N V | $22,000 | +29.4% | 362 | +12.8% | 0.01% | +16.7% |
| WYNN | Buy | WYNN RESORTS LTD | $22,000 | +15.8% | 308 | +18.0% | 0.01% | 0.0% |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored ads a | $17,000 | – | 562 | +100.0% | 0.01% | – |
| MYL | New | MYLAN NV | $18,000 | – | 1,230 | +100.0% | 0.01% | – |
| CAH | New | CARDINAL HEALTH INC | $19,000 | – | 414 | +100.0% | 0.01% | – |
| ELS | Buy | EQUITY LIFESTYLE PPTYS INC | $19,000 | +11.8% | 309 | +12.8% | 0.01% | 0.0% |
| IVZ | New | INVESCO LTD | $17,000 | – | 1,474 | +100.0% | 0.01% | – |
| AVLR | Buy | AVALARA INC | $17,000 | +30.8% | 135 | +37.8% | 0.01% | +20.0% |
| AMD | New | ADVANCED MICRO DEVICES INC | $16,000 | – | 200 | +100.0% | 0.01% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS I | $15,000 | – | 2,435 | +100.0% | 0.01% | – |
| AMWL | New | AMERICAN WELL CORPcl a | $14,000 | – | 462 | +100.0% | 0.01% | – |
| AZEK | New | AZEK CO INCcl a | $15,000 | – | 427 | +100.0% | 0.01% | – |
| CTXS | New | CITRIX SYS INC | $14,000 | – | 104 | +100.0% | 0.01% | – |
| XBI | New | SPDR SER TRs&p biotech | $14,000 | – | 122 | +100.0% | 0.01% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $14,000 | +40.0% | 107 | +23.0% | 0.01% | +25.0% |
| EMQQ | New | EXCHANGE TRADED CONCEPTS TRemqq em intern | $14,000 | – | 270 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $14,000 | – | 115 | +100.0% | 0.01% | – |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $12,000 | +100.0% | 125 | +66.7% | 0.00% | +100.0% |
| GVA | New | GRANITE CONSTR INC | $12,000 | – | 675 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC | $11,000 | – | 256 | +100.0% | 0.00% | – |
| AQN | New | ALGONQUIN PWR UTILS CORP | $11,000 | – | 759 | +100.0% | 0.00% | – |
| CHGG | Buy | CHEGG INC | $13,000 | +62.5% | 184 | +61.4% | 0.00% | +33.3% |
| KRE | New | SPDR SER TRs&p regl bkg | $11,000 | – | 300 | +100.0% | 0.00% | – |
| HPQ | Buy | HP INC | $13,000 | +44.4% | 690 | +40.8% | 0.00% | +33.3% |
| PINS | New | PINTEREST INCcl a | $9,000 | – | 222 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $10,000 | – | 888 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $10,000 | – | 400 | +100.0% | 0.00% | – |
| NVST | New | ENVISTA HOLDINGS CORPORATION | $6,000 | – | 244 | +100.0% | 0.00% | – |
| CRNC | Buy | CERENCE INC | $5,000 | +66.7% | 103 | +58.5% | 0.00% | +100.0% |
| GMED | New | GLOBUS MED INCcl a | $5,000 | – | 111 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $7,000 | – | 34 | +100.0% | 0.00% | – |
| DHIL | New | DIAMOND HILL INVT GROUP INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $6,000 | +20.0% | 690 | +40.8% | 0.00% | 0.0% |
| IDA | New | IDACORP INC | $5,000 | – | 62 | +100.0% | 0.00% | – |
| DISCA | Buy | DISCOVERY INC | $5,000 | +25.0% | 240 | +25.0% | 0.00% | +100.0% |
| POWI | Buy | POWER INTEGRATIONS INC | $4,000 | 0.0% | 72 | +100.0% | 0.00% | 0.0% |
| PIPR | New | PIPER SANDLER COMPANIES | $4,000 | – | 61 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $4,000 | – | 38 | +100.0% | 0.00% | – |
| BYND | Buy | BEYOND MEAT INC | $1,000 | 0.0% | 6 | +50.0% | 0.00% | – |
| ALV | New | AUTOLIV INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 17 | +100.0% | 0.00% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $0 | – | 37 | +100.0% | 0.00% | – |
| PRSP | Buy | PERSPECTA INC | $0 | – | 24 | +50.0% | 0.00% | – |
| HECCU | New | HUDSON EXECUTIVE INVT CORPunit 06/21/2025 | $0 | – | 20 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $0 | – | 17 | +100.0% | 0.00% | – |
| LVGO | New | LIVONGO HEALTH INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $1,000 | – | 11 | +100.0% | 0.00% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $1,000 | – | 14 | +100.0% | 0.00% | – |
| CSPR | New | CASPER SLEEP INC | $0 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-03
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.