Alaska Wealth Advisors holdings history

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197 is the total number of securities Alaska Wealth Advisors has owned. The longest Alaska Wealth Advisors has owned a single stock is 24 quarters.

Alaska Wealth Advisors historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR242413.44%19.48%25.11%Q4 2017Q3 202324
BND VANGUARD TOTAL BOND MA...24248.70%10.53%14.50%Q4 2017Q3 202324
IJH ISHARES TR24246.43%8.66%11.20%Q4 2017Q3 202324
IEFA ISHARES TR24244.04%8.20%12.13%Q4 2017Q3 202324
IEMG ISHARES INC24242.77%4.49%6.92%Q4 2017Q3 202324
SHM SPDR SER TR24240.50%4.15%7.47%Q4 2017Q3 202324
IJR ISHARES TR24242.78%3.97%6.14%Q4 2017Q3 202324
VTIP VANGUARD SHORT-TERM TI...24241.53%3.00%4.33%Q4 2017Q3 202324
BNDX VANGUARD TOTAL INTL BO...24241.38%2.78%3.99%Q4 2017Q3 202324
VNQ VANGUARD REIT ETF24240.03%0.69%5.43%Q4 2017Q3 202324
MUB ISHARES TR1672.39%7.91%11.88%Q4 2017Q3 202323
NFRA FLEXSHAR STX GLOBAL BR...23230.22%4.51%6.44%Q1 2018Q3 202323
SCHB SCHWAB US BROAD MARKET...1670.08%0.90%1.97%Q4 2017Q3 202323
AAPL APPLE INC1670.22%0.62%1.40%Q4 2017Q3 202323
SCHZ SCHWAB US AGGREGATE BO...1670.16%0.50%1.18%Q4 2017Q3 202323
SCHF SCHWAB STRATEGIC TR1670.12%0.28%0.60%Q4 2017Q3 202323
VTI VANGUARD TOTAL STOCK M...1670.09%0.18%0.34%Q4 2017Q3 202323
SCHE SCHWAB STRATEGIC TR1670.06%0.14%0.29%Q4 2017Q3 202323
MSFT MICROSOFT CORP1670.06%0.13%0.19%Q4 2017Q3 202323
PEP PEPSICO INC COM1670.04%0.08%0.11%Q4 2017Q3 202323
MCD MCDONALDS CORP COM1670.05%0.08%0.14%Q4 2017Q3 202323
XOM EXXON MOBIL CORP1670.04%0.08%0.11%Q4 2017Q3 202323
BSV VANGUARD SHORT-TERM BO...1230.03%1.62%2.38%Q4 2017Q3 202322
SCHH SCHWAB US REIT ETF1410.04%0.16%0.34%Q4 2017Q3 202322
PDBC INVESCO OPTIMUM YIELD ...21210.32%2.11%3.32%Q2 2018Q2 202321
QDF FLEXSHARES TR1830.00%1.72%4.61%Q4 2017Q3 202321
BBRE JP MORGAN EXCHANGE TRA...20201.94%3.17%5.60%Q4 2018Q3 202320
VTV VANGUARD INDEX FDS1630.08%0.16%0.20%Q4 2018Q3 202319
VUG VANGUARD INDEX FDS1630.06%0.15%0.20%Q4 2018Q3 202319
VBK VANGUARD INDEX FDS1620.03%0.05%0.07%Q1 2019Q3 202318
IPAC ISHARES TR1410.03%0.05%0.07%Q4 2018Q3 202318
SNPE DBX ETF TR16160.16%0.79%1.25%Q4 2019Q3 202316
ESGD ISHARES TR16160.08%0.24%0.34%Q4 2019Q3 202316
ESGE ISHARES INC16160.05%0.13%0.17%Q4 2019Q3 202316
SHV ISHARES TR1230.00%2.57%4.89%Q4 2017Q3 202315
VMO INVESCO MUN OPPORTUNIT...14140.04%0.31%1.21%Q2 2020Q3 202314
BRKB BERKSHIRE HATHAWAY INC...610.06%0.09%0.17%Q1 2018Q3 202313
PSX PHILLIPS 661030.03%0.07%0.13%Q4 2019Q2 202313
EFA ISHARES TR930.00%1.74%7.70%Q4 2018Q3 202312
VOO VANGUARD S&P 500 ETF720.00%0.14%0.33%Q4 2017Q2 202312
COP CONOCOPHILLIPS12120.05%0.10%0.14%Q4 2019Q3 202212
WFC WELLS FARGO CO NEW710.03%0.08%0.16%Q4 2017Q3 202312
SCHP SCHWAB STRATEGIC TR710.00%0.43%1.82%Q4 2017Q3 202311
NRIM NORTHRIM BANCORP INC11110.07%0.13%0.23%Q1 2021Q3 202311
VEA VANGUARD TAX-MANAGED I...520.04%0.07%0.15%Q4 2017Q3 202311
PZA INVESCO EXCH TRADED FD...710.03%0.05%0.14%Q4 2018Q3 202311
TFI SPDR SER TR830.02%0.04%0.06%Q1 2020Q3 202311
EAGG ISHARES TR10100.48%0.65%0.82%Q2 2021Q3 202310
VYM VANGUARD WHITEHALL FDS...10100.05%0.17%0.26%Q4 2017Q1 202010
QAI INDEXIQ ETF TR721.66%2.91%4.63%Q4 2020Q3 20239
IVV ISHARES TR510.00%0.90%6.24%Q4 2018Q3 20239
IQDF FLEXSHARES TR630.00%0.36%1.12%Q4 2019Q3 20239
TSLA TESLA INC630.04%0.16%0.33%Q2 2021Q3 20239
DVY ISHARES TR720.06%0.14%0.20%Q4 2017Q1 20209
VWO VANGUARD INTL EQUITY I...810.04%0.06%0.08%Q3 2018Q4 20219
INDS PACER FDS TR620.08%0.49%0.90%Q3 2020Q3 20238
QUAL ISHARES TR530.00%0.29%1.18%Q1 2020Q3 20238
PFE PFIZER INC COM710.03%0.16%0.25%Q4 2017Q4 20198
BLV VANGUARD LT BOND INDEX...320.04%0.10%0.15%Q4 2017Q1 20208
MPC MARATHON PETE CORP710.02%0.06%0.08%Q4 2017Q4 20198
BA BOEING CO620.04%0.06%0.08%Q1 2019Q1 20218
BX BLACKSTONE INC880.04%0.06%0.07%Q4 2021Q3 20238
K KELLOGG CO770.10%0.89%1.62%Q1 2022Q3 20237
GUNR FLEXSHARES TR770.00%0.64%1.39%Q1 2022Q3 20237
IQLT ISHARES TR320.00%0.50%2.10%Q1 2020Q2 20237
EFAV ISHARES TR610.01%0.50%1.16%Q4 2019Q3 20237
SPIB SPDR SER TR430.05%0.13%0.21%Q1 2019Q3 20237
T AT&T INC310.05%0.10%0.17%Q1 2018Q4 20227
TECH BIO-TECHNE CORP770.04%0.08%0.12%Q4 2017Q2 20197
J JACOBS ENGR GROUP INC DEL520.04%0.08%0.15%Q2 2018Q2 20227
INTC INTEL CORP310.04%0.08%0.12%Q4 2018Q1 20217
AMZN AMAZON COM INC520.04%0.06%0.08%Q4 2020Q3 20237
IGSB ISHARES TR770.02%0.05%0.08%Q1 2019Q3 20207
IEUR ISHARES TR430.02%0.03%0.04%Q1 2021Q3 20237
VBR VANGUARD INDEX FDS430.02%0.03%0.04%Q1 2021Q3 20237
USMV ISHARES TR310.02%0.94%3.40%Q3 2019Q3 20236
UCI UBS AG JERSEY BRH660.08%0.63%1.41%Q4 2018Q1 20206
SPLV INVESCO EXCH TRADED FD...660.00%0.46%1.14%Q2 2022Q3 20236
VUSB VANGUARD BD INDEX FDS510.08%0.10%0.15%Q4 2021Q2 20236
COST COSTCO WHSL CORP NEW660.07%0.10%0.11%Q2 2022Q3 20236
ZBH ZIMMER BIOMET HLDGS INC510.03%0.06%0.08%Q4 2017Q2 20196
SCHO SCHWAB STRATEGIC TR420.03%0.05%0.07%Q1 2019Q3 20206
CCOR LISTED FD TR554.17%5.32%6.91%Q3 2022Q3 20235
JPHF JP MORGAN EXCHANGE TRA...550.27%1.75%3.12%Q4 2018Q4 20195
CMDY ISHARES U S ETF TR320.08%0.93%2.53%Q2 2020Q3 20235
ESML ISHARES TR550.58%0.60%0.63%Q3 2022Q3 20235
HYG ISHARES TR320.05%0.09%0.15%Q4 2018Q1 20205
IBM INTERNATIONAL BUS MACH...410.03%0.06%0.08%Q4 2017Q4 20195
HD HOME DEPOT INC550.04%0.05%0.07%Q3 2022Q3 20235
JACOBS SOLUTIONS INC550.05%0.05%0.06%Q3 2022Q3 20235
CRHM CRH MED CORP550.01%0.01%0.02%Q1 2020Q1 20215
BERKSHIRE HATHAWAY CLA...440.45%0.50%0.54%Q4 2017Q3 20184
PNOV INNOVATOR ETFS TR440.44%0.44%0.45%Q4 2020Q3 20214
EWJ ISHARES INC310.00%0.20%0.80%Q1 2022Q3 20234
IVE ISHARES TR440.12%0.17%0.31%Q4 2018Q3 20194
BECTON DICKINSON & CO COM440.14%0.15%0.15%Q4 2017Q3 20184
BOEING CO COM440.13%0.13%0.13%Q4 2017Q3 20184
SPHY SPDR SER TR440.07%0.08%0.09%Q4 2022Q3 20234
GLIBA GCI LIBERTY INC440.04%0.06%0.07%Q4 2019Q3 20204
PJAN INNOVATOR ETFS TR440.04%0.04%0.04%Q1 2022Q4 20224
MRK MERCK & CO INC440.04%0.04%0.04%Q4 2022Q3 20234
IDV ISHARES TR440.02%0.03%0.04%Q4 2022Q3 20234
FUUN FUTURENET INC440.00%0.00%0.00%Q4 2017Q3 20184
Goldman Sachs Exchange...332.32%2.37%2.46%Q1 2018Q3 20183
CALF PACER FDS TR331.08%1.13%1.18%Q1 2023Q3 20233
GVI ISHARES TR330.69%0.80%1.03%Q1 2019Q3 20193
COWZ PACER FDS TR330.00%0.35%1.04%Q1 2023Q3 20233
SHPG SHIRE PLC F ADR 1 ADR ...210.12%0.14%0.18%Q4 2017Q4 20183
JNK SPDR SERIES TRUST330.05%0.09%0.15%Q4 2018Q2 20193
BDX BECTON DICKINSON & CO330.05%0.08%0.13%Q4 2018Q2 20193
VCSH VANGUARD SCOTTSDALE FDS330.07%0.07%0.08%Q1 2019Q3 20193
BBCA JP MORGAN EXCHANGE TRA...330.05%0.06%0.07%Q1 2019Q3 20193
ESG FLEXSHARES TR330.03%0.04%0.07%Q4 2018Q2 20193
DON WISDOMTREE TR330.03%0.03%0.04%Q1 2019Q3 20193
JEPI J P MORGAN EXCHANGE TR...330.03%0.03%0.03%Q1 2023Q3 20233
GOOGL ALPHABET INC330.02%0.02%0.03%Q1 2023Q3 20233
SCHX SCHWAB STRATEGIC TR330.02%0.02%0.02%Q1 2023Q3 20233
GOOG ALPHABET INC330.02%0.02%0.02%Q1 2023Q3 20233
VOT VANGUARD INDEX FDS330.02%0.02%0.02%Q1 2023Q3 20233
XLK SELECT SECTOR SPDR TR330.02%0.02%0.02%Q1 2023Q3 20233
SHY ISHARES TR330.02%0.02%0.02%Q1 2023Q3 20233
SPTL SPDR SER TR330.01%0.02%0.02%Q1 2023Q3 20233
XLY SELECT SECTOR SPDR TR330.01%0.01%0.02%Q1 2023Q3 20233
SDY SPDR SER TR330.01%0.01%0.01%Q1 2023Q3 20233
SCHA SCHWAB STRATEGIC TR330.01%0.01%0.01%Q1 2023Q3 20233
MBB ISHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
XLC SELECT SECTOR SPDR TR330.01%0.01%0.01%Q1 2023Q3 20233
VOE VANGUARD INDEX FDS330.01%0.01%0.01%Q1 2023Q3 20233
EEM ISHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
VB VANGUARD INDEX FDS330.01%0.01%0.01%Q1 2023Q3 20233
SPTS SPDR SER TR330.00%0.00%0.00%Q1 2023Q3 20233
TFLO ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
BBCA J P MORGAN EXCHANGE TR...330.00%0.00%0.00%Q1 2023Q3 20233
IYW ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
USHY ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
SPTI SPDR SER TR330.00%0.00%0.00%Q1 2023Q3 20233
RWR SPDR SER TR330.00%0.00%0.00%Q1 2023Q3 20233
EFG ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
HAUZ DBX ETF TR330.00%0.00%0.00%Q1 2023Q3 20233
LQD ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
EMB ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
IBDT ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
EWS ISHARES INC330.00%0.00%0.00%Q1 2023Q3 20233
IBDS ISHARES TR330.00%0.00%0.00%Q1 2023Q3 20233
SCHM SCHWAB STRATEGIC TR330.00%0.00%0.00%Q1 2023Q3 20233
PDBC POWERSHARES DB COMMODI...222.91%2.94%2.97%Q4 2017Q1 20182
MOAT VANECK ETF TRUST222.11%2.14%2.16%Q2 2022Q3 20222
SPLG SPDR SER TR220.31%0.32%0.33%Q2 2023Q3 20232
NZF NUVEEN MUNICIPAL CREDI...220.16%0.17%0.18%Q2 2020Q3 20202
SPMD SPDR SER TR220.14%0.14%0.14%Q2 2023Q3 20232
JNK SPDR SER TR220.08%0.10%0.12%Q4 2019Q1 20202
MDY SPDR S&P MIDCAP 400 ET...220.07%0.07%0.08%Q1 2020Q2 20202
IWM ISHARES TR220.06%0.07%0.08%Q3 2019Q4 20192
SPSM SPDR SER TR220.06%0.06%0.07%Q2 2023Q3 20232
NFLX NETFLIX INC220.04%0.05%0.07%Q4 2021Q1 20222
JNJ JOHNSON & JOHNSON110.04%0.05%0.06%Q4 2019Q3 20202
PG PROCTER AND GAMBLE CO110.03%0.04%0.05%Q4 2022Q3 20232
TAK TAKEDA PHARMACEUTICAL ...220.02%0.02%0.02%Q1 2019Q2 20192
EWL ISHARES INC220.02%0.02%0.02%Q2 2023Q3 20232
EWC ISHARES INC220.01%0.01%0.01%Q2 2023Q3 20232
IGV ISHARES TR220.01%0.01%0.01%Q1 2023Q2 20232
DVYE ISHARES INC220.01%0.01%0.01%Q2 2023Q3 20232
THD ISHARES INC220.00%0.00%0.00%Q2 2023Q3 20232
EWG ISHARES INC220.00%0.00%0.00%Q2 2023Q3 20232
EWZ ISHARES INC220.00%0.00%0.00%Q2 2023Q3 20232
XME SPDR SER TR220.00%0.00%0.00%Q1 2023Q2 20232
MON MONSANTO CO NEW DEL110.12%0.12%0.12%Q1 2018Q1 20181
NOVOZYMES A/S NEW ORD ...110.10%0.10%0.10%Q4 2017Q4 20171
AVY AVERY DENNISON CORP110.09%0.09%0.09%Q4 2021Q4 20211
AMERICAN GROWTH FUND O...110.07%0.07%0.07%Q2 2018Q2 20181
LITMAN GREGORY MASTERS...110.07%0.07%0.07%Q3 2018Q3 20181
VANGUARD 500 INDEX FUN...110.07%0.07%0.07%Q2 2018Q2 20181
AMERICAN FD FUNDAMENTA...110.06%0.06%0.06%Q2 2018Q2 20181
VANGUARD INTL GROWTH F...110.06%0.06%0.06%Q2 2018Q2 20181
JPM JPMORGAN CHASE & CO110.05%0.05%0.05%Q4 2019Q4 20191
DTE DTE ENERGY CO110.05%0.05%0.05%Q4 2020Q4 20201
VANGUARD LTD TERM T/E ...110.05%0.05%0.05%Q4 2017Q4 20171
LITMAN GREGORY MASTERS...110.04%0.04%0.04%Q3 2018Q3 20181
FIDELITY CONTRAFUND110.04%0.04%0.04%Q3 2018Q3 20181
CVX CHEVRON CORP NEW110.04%0.04%0.04%Q4 2019Q4 20191
KJAN INNOVATOR ETFS TR110.04%0.04%0.04%Q1 2022Q1 20221
UTX UNITED TECHNOLOGIES CORP110.03%0.03%0.03%Q4 2019Q4 20191
VZ VERIZON COMMUNICATIONS...110.03%0.03%0.03%Q4 2019Q4 20191
DWS MANAGED MUNI BD CL A110.03%0.03%0.03%Q2 2018Q2 20181
VOYA GLOBAL TARGET PAY...110.03%0.03%0.03%Q3 2018Q3 20181
VV VANGUARD INDEX FDS110.02%0.02%0.02%Q3 2023Q3 20231
XLV SELECT SECTOR SPDR TR110.02%0.02%0.02%Q3 2023Q3 20231
BIL SPDR SER TR110.01%0.01%0.01%Q2 2023Q2 20231
SNDL SUNDIAL GROWERS INC110.00%0.00%0.00%Q1 2021Q1 20211
VO VANGUARD INDEX FDS110.00%0.00%0.00%Q3 2023Q3 20231
FLOT ISHARES TR110.00%0.00%0.00%Q2 2023Q2 20231
EFV ISHARES TR110.00%0.00%0.00%Q1 2023Q1 20231
KBWY INVESCO EXCH TRADED FD...110.00%0.00%0.00%Q1 2023Q1 20231
CIDM CINEDIGM CORP110.00%0.00%0.00%Q2 2022Q2 20221
100000TH FONAR A PFD N...110.00%0.00%0.00%Q2 2018Q2 20181
EWQ ISHARES INC110.00%0.00%0.00%Q2 2023Q2 20231
AGG ISHARES TR110.00%0.00%0.00%Q1 2023Q1 20231
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The securities at the top of the list , including SPDR S&P 500 ETF TR, VANGUARD TOTAL BOND MARKET ETF, and ISHARES TR, are the highest-conviction holdings of Alaska Wealth Advisors.

The conviction is calculated by counting the number of quarters a security has been reported by Alaska Wealth Advisors. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Alaska Wealth Advisors owns currently or has owned in the past.