$671 Million is the total value of SVA Wealth Management, LLC's 198 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NSRGY | New | NESTLE S A SPONSORED ADRadr | $3,931,000 | – | 54,790 | +100.0% | 0.59% | – |
| JPUS | New | J P MORGAN EXCHANGE TRADED FDetf | $2,434,000 | – | 41,106 | +100.0% | 0.36% | – |
| SCHZ | New | SCHWAB STRATEGIC TR US AGGREGAetf | $1,048,000 | – | 20,341 | +100.0% | 0.16% | – |
| New | WELLS FARGO & CO NEWconv | $904,000 | – | 865,000 | +100.0% | 0.14% | – | |
| TOTL | New | SSGA ACTIVE ETF TR SPDR TR TACetf | $320,000 | – | 6,611 | +100.0% | 0.05% | – |
| IWD | New | ISHARES TR RUSSELL1000VALetf | $271,000 | – | 2,421 | +100.0% | 0.04% | – |
| SPHQ | New | POWERSHARES ETF TRUST S&P 500etf | $268,000 | – | 10,316 | +100.0% | 0.04% | – |
| PRA | New | PROASSURANCE CORP COM | $252,000 | – | 4,481 | +100.0% | 0.04% | – |
| IVW | New | ISHARES TR S&P500/BAR GRWetf | $239,000 | – | 1,962 | +100.0% | 0.04% | – |
| HYS | New | PIMCO ETF TR 0-5 HIGH YIELDetf | $224,000 | – | 2,243 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORP COM | $224,000 | – | 2,100 | +100.0% | 0.03% | – |
| SCHO | New | SCHWAB STRATEGIC TR SHT TM USetf | $202,000 | – | 4,000 | +100.0% | 0.03% | – |
| PIZ | New | POWERSHARES ETF TRUST II DWA Detf | $201,000 | – | 9,383 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US MID-CAP ETF | 29 | Q4 2020 | 10.1% |
| SCHWAB U.S. LARGE-CAP ETF | 29 | Q4 2020 | 9.9% |
| WISDOMTREE U.S. MIDCAP DIVIDEN | 29 | Q4 2020 | 6.6% |
| WISDOMTREE U.S. SMALLCAP EARNI | 29 | Q4 2020 | 5.7% |
| APPLE INC COM | 29 | Q4 2020 | 4.1% |
| SCHWAB US SMALL-CAP ETF | 29 | Q4 2020 | 3.3% |
| VANGUARD INDEX FDS MCAP VL IDX | 29 | Q4 2020 | 5.4% |
| VANGUARD INDEX FDS | 29 | Q4 2020 | 4.7% |
| VANGUARD MID-CAP GROWTH ETF | 29 | Q4 2020 | 4.5% |
| JOHNSON & JOHNSON COM | 29 | Q4 2020 | 2.1% |
View SVA Wealth Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| J.P. Morgan Exchange-Traded Fund Trust | January 31, 2019 | 633,084 | 7.2% |
| WisdomTree Trust | January 31, 2019 | 1,052,479 | 5.4% |
View SVA Wealth Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-04 |
| 13F-HR | 2020-10-27 |
| 13F-HR | 2020-08-04 |
| 13F-HR | 2020-05-12 |
| 13F-HR | 2020-02-11 |
| 13F-HR | 2019-11-07 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-05-06 |
| 13F-HR | 2019-02-11 |
| SC 13G | 2019-01-31 |
View SVA Wealth Management, LLC'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.