| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -5,462 | -100.0% | -0.14% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -4,465 | -100.0% | -0.15% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -7,941 | -100.0% | -0.17% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -10,748 | -100.0% | -0.17% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,600 | -100.0% | -0.18% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -3,055 | -100.0% | -0.19% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -6,461 | -100.0% | -0.20% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -2,389 | -100.0% | -0.20% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -2,363 | -100.0% | -0.21% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -7,980 | -100.0% | -0.21% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -14,714 | -100.0% | -0.22% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -3,259 | -100.0% | -0.24% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -2,945 | -100.0% | -0.25% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,553 | -100.0% | -0.25% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -7,847 | -100.0% | -0.26% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -2,409 | -100.0% | -0.27% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -4,710 | -100.0% | -0.32% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -6,392 | -100.0% | -0.32% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -3,279 | -100.0% | -0.36% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -18,337 | -100.0% | -0.38% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -2,203 | -100.0% | -0.38% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -26,912 | -100.0% | -0.48% | – |
| VFC | Exit | V F CORP | $0 | – | -14,485 | -100.0% | -0.48% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -25,895 | -100.0% | -0.65% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -24,154 | -100.0% | -0.68% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -4,564 | -100.0% | -0.72% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -41,338 | -100.0% | -0.85% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -31,600 | -100.0% | -0.88% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -42,705 | -100.0% | -1.00% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -48,761 | -100.0% | -1.06% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -17,911 | -100.0% | -1.06% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -13,076 | -100.0% | -1.07% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -27,909 | -100.0% | -1.13% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -13,094 | -100.0% | -1.13% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -19,344 | -100.0% | -1.14% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -15,468 | -100.0% | -1.15% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -10,269 | -100.0% | -1.15% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -43,934 | -100.0% | -1.16% | – |
| INTC | Exit | INTEL CORP | $0 | – | -35,046 | -100.0% | -1.16% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -55,446 | -100.0% | -1.17% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -21,200 | -100.0% | -1.17% | – |
| PFE | Exit | PFIZER INC | $0 | – | -60,011 | -100.0% | -1.20% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -9,874 | -100.0% | -1.23% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -20,863 | -100.0% | -1.23% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -15,346 | -100.0% | -1.24% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -52,994 | -100.0% | -1.28% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,271 | -100.0% | -1.29% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,871 | -100.0% | -1.33% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -13,935 | -100.0% | -1.35% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -94,602 | -100.0% | -1.76% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -108,825 | -100.0% | -2.07% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -44,383 | -100.0% | -2.50% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -97,255 | -100.0% | -2.64% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -74,526 | -100.0% | -2.70% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -138,816 | -100.0% | -2.84% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -169,313 | -100.0% | -2.96% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -49,198 | -100.0% | -2.96% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -89,285 | -100.0% | -3.04% | – |
| PSK | Exit | SPDR SER TRwells fg pfd etf | $0 | – | -126,722 | -100.0% | -3.05% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -91,944 | -100.0% | -3.08% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -97,537 | -100.0% | -3.26% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -187,751 | -100.0% | -3.48% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -65,193 | -100.0% | -3.54% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -304,685 | -100.0% | -3.89% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -219,030 | -100.0% | -6.68% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -235,985 | -100.0% | -7.14% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -159,813 | -100.0% | -7.88% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 7.9% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 6.0% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 5.7% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 6.1% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 7.0% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 5.9% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 4.3% |
| SELECT SECTOR SPDR TR | 10 | Q1 2020 | 3.1% |
| SCHWAB STRATEGIC TR | 10 | Q1 2020 | 2.8% |
| VANGUARD WORLD FDS | 10 | Q1 2020 | 2.7% |
View VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-10 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-07-02 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-11-13 |
View VICKERMAN & DRISCOLL FINANCIAL ADVISORS 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.