$214 Million is the total value of Guidant Wealth Advisors's 240 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDL | New | ISHARES IBONDSetf | $8,239,000 | – | 329,835 | +100.0% | 3.84% | – |
| IBDM | New | ISHARES IBONDSetf | $6,656,000 | – | 273,274 | +100.0% | 3.10% | – |
| VOT | New | VANGUARD MIDetf | $5,931,000 | – | 49,561 | +100.0% | 2.77% | – |
| IBDK | New | ISHARES IBONDSetf | $5,593,000 | – | 225,532 | +100.0% | 2.61% | – |
| VBR | New | VANGUARD SMALLetf | $4,768,000 | – | 41,806 | +100.0% | 2.22% | – |
| IVW | New | ISHARES S&Petf | $4,403,000 | – | 29,228 | +100.0% | 2.05% | – |
| SCHV | New | SCHWAB USetf | $4,272,000 | – | 86,686 | +100.0% | 1.99% | – |
| EEM | New | ISHARES MSCIetf | $3,143,000 | – | 80,474 | +100.0% | 1.47% | – |
| IWO | New | ISHARES RUSSELLetf | $3,032,000 | – | 18,053 | +100.0% | 1.41% | – |
| IBDN | New | ISHARES IBONDSetf | $2,967,000 | – | 122,789 | +100.0% | 1.38% | – |
| IYY | New | ISHARES U Setf | $2,825,000 | – | 22,701 | +100.0% | 1.32% | – |
| IBMI | New | ISHARES IBONDSetf | $2,019,000 | – | 79,592 | +100.0% | 0.94% | – |
| VTI | New | VANGUARD TOTALetf | $1,842,000 | – | 14,435 | +100.0% | 0.86% | – |
| IWN | New | ISHARES RUSSELLetf | $1,673,000 | – | 15,558 | +100.0% | 0.78% | – |
| DON | New | WISDOMTREE U Setf | $1,624,000 | – | 51,368 | +100.0% | 0.76% | – |
| IWF | New | ISHARES RUSSELLetf | $1,358,000 | – | 10,375 | +100.0% | 0.63% | – |
| IBMJ | New | ISHARES IBONDSetf | $1,356,000 | – | 53,319 | +100.0% | 0.63% | – |
| GCC | New | WISDOMTREE CONTINUOUS | $1,241,000 | – | 70,745 | +100.0% | 0.58% | – |
| SPEM | New | SPDR PORTFOLIOetf | $1,214,000 | – | 37,542 | +100.0% | 0.57% | – |
| IVOV | New | VANGUARD S&Petf | $1,151,000 | – | 10,953 | +100.0% | 0.54% | – |
| VIOV | New | VANGUARD S&Petf | $1,069,000 | – | 9,409 | +100.0% | 0.50% | – |
| SCHF | New | SCHWAB INTLetf | $961,000 | – | 33,906 | +100.0% | 0.45% | – |
| VEU | New | VANGUARD FTSEetf | $929,000 | – | 20,400 | +100.0% | 0.43% | – |
| GSG | New | ISHARES S&P | $857,000 | – | 61,128 | +100.0% | 0.40% | – |
| SPIP | New | SPDR BLOOMBERGetf | $858,000 | – | 15,931 | +100.0% | 0.40% | – |
| IEMG | New | ISHARES COREetf | $793,000 | – | 16,823 | +100.0% | 0.37% | – |
| DES | New | WISDOMTREE U Setf | $780,000 | – | 31,822 | +100.0% | 0.36% | – |
| IBMK | New | ISHARES IBONDSetf | $751,000 | – | 29,324 | +100.0% | 0.35% | – |
| VIOG | New | VANGUARD S&Petf | $733,000 | – | 5,305 | +100.0% | 0.34% | – |
| PSK | New | SPDR WELLSetf | $705,000 | – | 17,822 | +100.0% | 0.33% | – |
| IUSG | New | ISHARES S&Petf | $696,000 | – | 13,214 | +100.0% | 0.32% | – |
| VT | New | VANGUARD TOTALetf | $667,000 | – | 10,197 | +100.0% | 0.31% | – |
| MDYG | New | SPDR SERIESetf | $612,000 | – | 13,358 | +100.0% | 0.28% | – |
| SLYV | New | SPDR SERIESetf | $581,000 | – | 10,799 | +100.0% | 0.27% | – |
| VYM | New | VANGUARD HIGHetf | $499,000 | – | 6,404 | +100.0% | 0.23% | – |
| IBDO | New | ISHARES IBONDSetf | $475,000 | – | 19,671 | +100.0% | 0.22% | – |
| IVOG | New | VANGUARD S&Petf | $446,000 | – | 3,789 | +100.0% | 0.21% | – |
| LQD | New | ISHARES IBOXXetf | $413,000 | – | 3,669 | +100.0% | 0.19% | – |
| ILCG | New | ISHARES MORNINGSTARetf | $396,000 | – | 2,503 | +100.0% | 0.18% | – |
| IWM | New | ISHARES RUSSELLetf | $379,000 | – | 2,834 | +100.0% | 0.18% | – |
| MDYV | New | SPDR SERIESetf | $377,000 | – | 8,519 | +100.0% | 0.18% | – |
| IWD | New | ISHARES RUSSELLetf | $278,000 | – | 2,509 | +100.0% | 0.13% | – |
| IVV | New | ISHARES COREetf | $257,000 | – | 1,023 | +100.0% | 0.12% | – |
| IBDP | New | ISHARES IBONDSetf | $248,000 | – | 10,415 | +100.0% | 0.12% | – |
| VTV | New | VANGUARD VALUEetf | $226,000 | – | 2,311 | +100.0% | 0.10% | – |
| SPMD | New | SPDR PORTFOLIOetf | $178,000 | – | 6,073 | +100.0% | 0.08% | – |
| VXUS | New | VANGUARD TOTALetf | $171,000 | – | 3,628 | +100.0% | 0.08% | – |
| FDIS | New | FIDELITY MSCIetf | $151,000 | – | 3,941 | +100.0% | 0.07% | – |
| GOOGL | New | ALPHABET INC | $137,000 | – | 132 | +100.0% | 0.06% | – |
| IBDQ | New | ISHARES IBONDSetf | $137,000 | – | 5,818 | +100.0% | 0.06% | – |
| URTH | New | ISHARES MSCIetf | $102,000 | – | 1,299 | +100.0% | 0.05% | – |
| IBDD | New | ISHARES IBONDSetf | $92,000 | – | 3,614 | +100.0% | 0.04% | – |
| IFGL | New | ISHARES INTLetf | $87,000 | – | 3,227 | +100.0% | 0.04% | – |
| VO | New | VANGUARD MIDetf | $69,000 | – | 500 | +100.0% | 0.03% | – |
| VB | New | VANGUARD SMALLetf | $67,000 | – | 510 | +100.0% | 0.03% | – |
| REET | New | ISHARES GLOBALetf | $67,000 | – | 2,900 | +100.0% | 0.03% | – |
| PSCH | New | INVESCO S&Petf | $63,000 | – | 587 | +100.0% | 0.03% | – |
| FTEC | New | FIDELITY MSCIetf | $62,000 | – | 1,262 | +100.0% | 0.03% | – |
| SCHH | New | SCHWAB USetf | $54,000 | – | 1,424 | +100.0% | 0.02% | – |
| IBDC | New | ISHARES IBONDSetf | $50,000 | – | 1,936 | +100.0% | 0.02% | – |
| BND | New | VANGUARD TOTALetf | $47,000 | – | 599 | +100.0% | 0.02% | – |
| AGG | New | ISHARES COREetf | $43,000 | – | 407 | +100.0% | 0.02% | – |
| KBE | New | SPDR S&Petf | $38,000 | – | 1,032 | +100.0% | 0.02% | – |
| IBML | New | ISHARES IBONDSetf | $24,000 | – | 985 | +100.0% | 0.01% | – |
| ACWI | New | ISHARES MSCIetf | $23,000 | – | 369 | +100.0% | 0.01% | – |
| IJH | New | ISHARES COREetf | $20,000 | – | 125 | +100.0% | 0.01% | – |
| IWV | New | ISHARES RUSSELLetf | $19,000 | – | 135 | +100.0% | 0.01% | – |
| GLTR | New | ABERDEEN PHYSICALetf | $17,000 | – | 274 | +100.0% | 0.01% | – |
| SEB | New | SEABOARD CORP | $14,000 | – | 4 | +100.0% | 0.01% | – |
| IJS | New | ISHARES S&Petf | $14,000 | – | 111 | +100.0% | 0.01% | – |
| VTWG | New | VANGUARD RUSSELLetf | $10,000 | – | 86 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFERetf | $10,000 | – | 768 | +100.0% | 0.01% | – |
| LIN | New | LINDE PLC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES | $0 | – | 25 | +100.0% | 0.00% | – |
| VGK | New | VANGUARD FTSEetf | $0 | – | 9 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD | 13 | Q3 2019 | 11.2% |
| VANGUARD INTL EQUITY INDEX F | 13 | Q3 2019 | 10.7% |
| ZIMMER BIOMET | 13 | Q3 2019 | 8.0% |
| VANGUARD EMERGING | 13 | Q3 2019 | 6.1% |
| VANGUARD INDEX FDS | 13 | Q3 2019 | 6.6% |
| SCHWAB US | 13 | Q3 2019 | 6.5% |
| ISHARES TR | 13 | Q3 2019 | 4.8% |
| VANGUARD S&P | 13 | Q3 2019 | 5.9% |
| VANGUARD SMALL | 13 | Q3 2019 | 5.7% |
| VANGUARD MID | 13 | Q3 2019 | 5.6% |
View Guidant Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-16 |
| 13F-HR | 2019-07-18 |
| 13F-HR | 2019-04-18 |
| 13F-HR | 2019-01-18 |
| 13F-HR | 2018-10-09 |
| 13F-HR/A | 2018-07-12 |
| 13F-HR | 2018-07-11 |
| 13F-HR/A | 2018-04-18 |
| 13F-HR | 2018-04-18 |
| 13F-HR | 2018-01-18 |
View Guidant Wealth Advisors'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.