$196 Million is the total value of Stewardship Financial Advisors, LLC's 65 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMMV | New | ISHARES TRedge msci minm | $3,511,000 | – | 135,759 | +100.0% | 1.79% | – |
| IWR | New | ISHARES TRrus mid cap etf | $3,000 | – | 60 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,000 | – | 23 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRnasdaq biotech | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $0 | – | 8 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 22 | Q1 2021 | 14.7% |
| ISHARES TR | 22 | Q1 2021 | 12.3% |
| ISHARES TR | 22 | Q1 2021 | 12.8% |
| VANGUARD INDEX FDS | 22 | Q1 2021 | 11.9% |
| ISHARES TR | 22 | Q1 2021 | 8.6% |
| ISHARES TR | 22 | Q1 2021 | 7.2% |
| ISHARES INC | 22 | Q1 2021 | 6.1% |
| ISHARES TR | 22 | Q1 2021 | 7.8% |
| VANGUARD INDEX FDS | 22 | Q1 2021 | 4.4% |
| MICROSOFT CORP | 22 | Q1 2021 | 2.7% |
View Stewardship Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-04-16 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-12 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-07 |
| 13F-HR | 2019-02-13 |
View Stewardship Financial Advisors, 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.