$339 Million is the total value of JOYN Advisors, Inc.'s 25 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Sell | ISHARES TRrus 1000 val etf | $58,676,000 | -7.5% | 503,958 | -8.7% | 17.32% | -16.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $35,626,000 | -4.1% | 299,326 | -8.3% | 10.52% | -13.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $4,720,000 | +1.6% | 72,393 | -3.0% | 1.39% | -8.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,176,000 | -1.4% | 53,298 | -4.1% | 0.64% | -11.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,389,000 | +4.3% | 24,013 | -2.4% | 0.41% | -5.7% |
| IDV | Sell | ISHARES TRintl sel div etf | $1,032,000 | +1.7% | 31,526 | -2.2% | 0.30% | -7.9% |
| IWC | Sell | ISHARES TRmicro-cap etf | $719,000 | +3.6% | 8,086 | -0.2% | 0.21% | -6.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $572,000 | -19.8% | 5,445 | -20.6% | 0.17% | -27.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q1 2020 | 33.4% |
| ISHARES TR | 27 | Q1 2020 | 28.3% |
| ISHARES TR | 27 | Q1 2020 | 9.4% |
| ISHARES TR | 27 | Q1 2020 | 22.7% |
| ISHARES TR | 27 | Q1 2020 | 5.5% |
| ISHARES TR | 27 | Q1 2020 | 2.1% |
| ISHARES TR | 26 | Q4 2019 | 0.8% |
| ISHARES TR | 25 | Q4 2019 | 3.1% |
| VANGUARD INDEX FDS | 24 | Q1 2020 | 7.0% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q1 2020 | 8.8% |
View JOYN Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-04-30 |
| 13F-HR | 2020-01-27 |
| 13F-HR | 2019-11-07 |
| 13F-HR | 2019-08-09 |
| 13F-HR | 2019-05-09 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-15 |
| 13F-HR | 2018-02-14 |
View JOYN 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.