$257 Million is the total value of Guidant Wealth Advisors's 258 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $771,000 | – | 13,560 | +100.0% | 0.30% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $615,000 | – | 11,754 | +100.0% | 0.24% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $544,000 | – | 3,155 | +100.0% | 0.21% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $482,000 | – | 4,234 | +100.0% | 0.19% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $483,000 | – | 4,753 | +100.0% | 0.19% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $382,000 | – | 3,059 | +100.0% | 0.15% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $373,000 | – | 3,029 | +100.0% | 0.14% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $366,000 | – | 2,330 | +100.0% | 0.14% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $368,000 | – | 4,060 | +100.0% | 0.14% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $365,000 | – | 7,000 | +100.0% | 0.14% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $360,000 | – | 4,282 | +100.0% | 0.14% | – |
| MA | New | MASTERCARD INCcl a | $333,000 | – | 1,416 | +100.0% | 0.13% | – |
| ITA | New | ISHARES TRus aer def etf | $325,000 | – | 1,630 | +100.0% | 0.13% | – |
| IGSB | New | ISHARES TRsh tr crport etf | $291,000 | – | 5,506 | +100.0% | 0.11% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $285,000 | – | 5,886 | +100.0% | 0.11% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $230,000 | – | 4,151 | +100.0% | 0.09% | – |
| TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $220,000 | – | 8,825 | +100.0% | 0.09% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $211,000 | – | 17,050 | +100.0% | 0.08% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $182,000 | – | 3,752 | +100.0% | 0.07% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $175,000 | – | 3,100 | +100.0% | 0.07% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $173,000 | – | 1,575 | +100.0% | 0.07% | – |
| IWB | New | ISHARES TRrus 1000 etf | $165,000 | – | 1,047 | +100.0% | 0.06% | – |
| KMI | New | KINDER MORGAN INC DEL | $161,000 | – | 8,042 | +100.0% | 0.06% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $150,000 | – | 1,680 | +100.0% | 0.06% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $140,000 | – | 2,058 | +100.0% | 0.06% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $135,000 | – | 2,000 | +100.0% | 0.05% | – |
| TIPZ | New | PIMCO ETF TRbroad us tips | $129,000 | – | 2,225 | +100.0% | 0.05% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $110,000 | – | 1,383 | +100.0% | 0.04% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $108,000 | – | 1,125 | +100.0% | 0.04% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $109,000 | – | 1,975 | +100.0% | 0.04% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $103,000 | – | 3,455 | +100.0% | 0.04% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $100,000 | – | 3,042 | +100.0% | 0.04% | – |
| CLNC | New | COLONY CR REAL ESTATE INC | $87,000 | – | 5,554 | +100.0% | 0.03% | – |
| CLNY | New | COLONY CAP INC NEW | $85,000 | – | 15,972 | +100.0% | 0.03% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $84,000 | – | 550 | +100.0% | 0.03% | – |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $83,000 | – | 2,665 | +100.0% | 0.03% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $78,000 | – | 436 | +100.0% | 0.03% | – |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $70,000 | – | 1,860 | +100.0% | 0.03% | – |
| IBB | New | ISHARES TRnasdaq biotech | $67,000 | – | 601 | +100.0% | 0.03% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $62,000 | – | 882 | +100.0% | 0.02% | – |
| TTE | New | TOTAL S Asponsored ads | $56,000 | – | 1,000 | +100.0% | 0.02% | – |
| CGC | New | CANOPY GROWTH CORP | $48,000 | – | 1,100 | +100.0% | 0.02% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $46,000 | – | 1,000 | +100.0% | 0.02% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $46,000 | – | 1,243 | +100.0% | 0.02% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $43,000 | – | 578 | +100.0% | 0.02% | – |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $37,000 | – | 702 | +100.0% | 0.01% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $37,000 | – | 502 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $31,000 | – | 393 | +100.0% | 0.01% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $28,000 | – | 1,000 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $29,000 | – | 1,149 | +100.0% | 0.01% | – |
| FOXA | New | FOX CORP | $27,000 | – | 744 | +100.0% | 0.01% | – |
| CMI | New | CUMMINS INC | $29,000 | – | 181 | +100.0% | 0.01% | – |
| BKNG | New | BOOKING HLDGS INC | $26,000 | – | 15 | +100.0% | 0.01% | – |
| PAYX | New | PAYCHEX INC | $24,000 | – | 300 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INC | $21,000 | – | 110 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $21,000 | – | 120 | +100.0% | 0.01% | – |
| RAVI | New | FLEXSHARES TRready acc vari | $17,000 | – | 226 | +100.0% | 0.01% | – |
| GSEU | New | GOLDMAN SACHS ETF TRactivebeta eur | $17,000 | – | 575 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE GROUP L P | $18,000 | – | 523 | +100.0% | 0.01% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $12,000 | – | 74 | +100.0% | 0.01% | – |
| JD | New | JD COM INCspon adr cl a | $12,000 | – | 400 | +100.0% | 0.01% | – |
| XHE | New | SPDR SERIES TRUSThlth cr equip | $12,000 | – | 150 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $14,000 | – | 75 | +100.0% | 0.01% | – |
| FBND | New | FIDELITYtotal bd etf | $14,000 | – | 271 | +100.0% | 0.01% | – |
| GEM | New | GOLDMAN SACHS ETF TRactivebeta eme | $13,000 | – | 405 | +100.0% | 0.01% | – |
| MCK | New | MCKESSON CORP | $12,000 | – | 104 | +100.0% | 0.01% | – |
| PSX | New | PHILLIPS 66 | $11,000 | – | 116 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-18
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.