45 is the total number of securities APPROPRIATE BALANCE FINANCIAL SERVICES INC. has owned. The longest APPROPRIATE BALANCE FINANCIAL SERVICES INC. has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QQQ | POWERSHARES QQQ TRUST | 8 | 8 | 9.98% | 15.68% | 22.96% | Q4 2015 | Q3 2017 | 8 |
| MDY | SPDR S&P MIDCAP 400 ET... | 8 | 8 | 3.54% | 11.49% | 18.65% | Q4 2015 | Q3 2017 | 8 |
| IJR | ISHARES TR | 8 | 8 | 10.07% | 11.26% | 12.16% | Q4 2015 | Q3 2017 | 8 |
| SPY | SPDR S&P 500 ETF TR | 8 | 8 | 4.73% | 10.74% | 16.03% | Q4 2015 | Q3 2017 | 8 |
| IVE | ISHARES TR | 8 | 8 | 5.74% | 7.34% | 9.62% | Q4 2015 | Q3 2017 | 8 |
| VTV | VANGUARD INDEX FDS | 8 | 8 | 4.92% | 5.69% | 6.58% | Q4 2015 | Q3 2017 | 8 |
| VO | VANGUARD INDEX FDS | 8 | 8 | 1.05% | 1.76% | 2.31% | Q4 2015 | Q3 2017 | 8 |
| SCHX | SCHWAB STRATEGIC TR | 8 | 8 | 0.56% | 1.01% | 1.58% | Q4 2015 | Q3 2017 | 8 |
| FB | FACEBOOK INC | 8 | 8 | 0.38% | 0.55% | 0.75% | Q4 2015 | Q3 2017 | 8 |
| SBUX | STARBUCKS CORP | 8 | 8 | 0.32% | 0.52% | 0.75% | Q4 2015 | Q3 2017 | 8 |
| GOOGL | ALPHABET INC | 8 | 8 | 0.06% | 0.46% | 0.80% | Q4 2015 | Q3 2017 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 0.38% | 0.44% | 0.54% | Q4 2015 | Q3 2017 | 8 |
| CRM | SALESFORCE COM INC | 8 | 8 | 0.26% | 0.33% | 0.43% | Q4 2015 | Q3 2017 | 8 |
| NFLX | NETFLIX INC | 8 | 8 | 0.22% | 0.32% | 0.43% | Q4 2015 | Q3 2017 | 8 |
| DIS | DISNEY WALT CO | 8 | 8 | 0.22% | 0.30% | 0.41% | Q4 2015 | Q3 2017 | 8 |
| TSLA | TESLA MTRS INC | 8 | 8 | 0.11% | 0.29% | 0.51% | Q4 2015 | Q3 2017 | 8 |
| PCLN | PRICELINE GRP INC | 8 | 8 | 0.02% | 0.23% | 0.39% | Q4 2015 | Q3 2017 | 8 |
| VB | VANGUARD INDEX FDS | 8 | 8 | 0.08% | 0.14% | 0.19% | Q4 2015 | Q3 2017 | 8 |
| RWJ | OPPENHEIMER REV WEIGHT... | 7 | 7 | 0.62% | 0.70% | 0.78% | Q1 2016 | Q3 2017 | 7 |
| IVV | ISHARES TR | 7 | 7 | 0.30% | 0.45% | 0.86% | Q1 2016 | Q3 2017 | 7 |
| ISRG | INTUITIVE SURGICAL INC | 7 | 7 | 0.04% | 0.23% | 0.41% | Q1 2016 | Q3 2017 | 7 |
| VEA | VANGUARD TAX MANAGED I... | 6 | 6 | 3.73% | 6.16% | 8.51% | Q2 2016 | Q3 2017 | 6 |
| XLK | SELECT SECTOR SPDR TR | 6 | 6 | 3.09% | 4.40% | 5.68% | Q2 2016 | Q3 2017 | 6 |
| VWO | VANGUARD INTL EQUITY I... | 6 | 6 | 1.77% | 3.06% | 4.33% | Q2 2016 | Q3 2017 | 6 |
| VUG | VANGUARD INDEX FDS | 6 | 6 | 0.26% | 0.68% | 1.14% | Q2 2016 | Q3 2017 | 6 |
| PYPL | PAYPAL HLDGS INC | 5 | 5 | 0.28% | 0.37% | 0.54% | Q1 2016 | Q1 2017 | 5 |
| BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.25% | 0.29% | 0.40% | Q3 2016 | Q3 2017 | 5 |
| UAA | UNDER ARMOUR INC | 5 | 5 | 0.13% | 0.24% | 0.35% | Q4 2015 | Q4 2016 | 5 |
| XLF | SELECT SECTOR SPDR TR | 4 | 4 | 6.55% | 18.97% | 23.24% | Q4 2016 | Q3 2017 | 4 |
| AMAZON COM INC | 4 | 4 | 0.54% | 0.77% | 0.93% | Q4 2015 | Q3 2016 | 4 | |
| XLI | SELECT SECTOR SPDR TR | 3 | 3 | 7.91% | 8.05% | 8.19% | Q1 2017 | Q3 2017 | 3 |
| XLY | SELECT SECTOR SPDR TR | 3 | 3 | 2.88% | 5.10% | 6.25% | Q1 2016 | Q3 2016 | 3 |
| ORLY | O REILLY AUTOMOTIVE IN... | 3 | 3 | 0.38% | 0.40% | 0.41% | Q4 2015 | Q2 2016 | 3 |
| AMZN | AMAZON COM INC | 2 | 1 | 0.07% | 0.29% | 0.72% | Q4 2016 | Q3 2017 | 3 |
| XLP | SELECT SECTOR SPDR TR | 2 | 2 | 3.57% | 5.11% | 6.66% | Q1 2016 | Q2 2016 | 2 |
| VOX | VANGUARD WORLD FDS | 2 | 2 | 4.38% | 4.43% | 4.49% | Q3 2016 | Q4 2016 | 2 |
| IYZ | ISHARES TR | 2 | 2 | 1.62% | 1.64% | 1.66% | Q3 2016 | Q4 2016 | 2 |
| PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q4 2015 | Q1 2016 | 2 |
| XLV | SELECT SECTOR SPDR TR | 1 | 1 | 6.13% | 6.13% | 6.13% | Q4 2015 | Q4 2015 | 1 |
| RWJ | REVENUESHARES ETF TR | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
| DPS | DR PEPPER SNAPPLE GROU... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2015 | Q4 2015 | 1 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
| USMV | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
| UA | UNDER ARMOUR INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
| AMAZON COM INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 | |
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The securities at the top of the list , including POWERSHARES QQQ TRUST, SPDR S&P MIDCAP 400 ETF TR, and ISHARES TR, are the highest-conviction holdings of APPROPRIATE BALANCE FINANCIAL SERVICES INC..
The conviction is calculated by counting the number of quarters a security has been reported by APPROPRIATE BALANCE FINANCIAL SERVICES INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that APPROPRIATE BALANCE FINANCIAL SERVICES INC. owns currently or has owned in the past.