AL

AdvicePeriod, LLC

13F
AdvicePeriod, LLC
Last update 2021-07-29 85 Stocks (7 new)
Value $1.54 Bil Turnover 6 %
Countries:
Top Holdings: VEA(13.75%)VWO(11.69%)VOO(10.49%)VTI(7.74%)VGSH(4.16%)
Summary Stock Picks Current Portfolio
AdvicePeriod, LLC Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VEA
Vanguard FTSE Developed Markets ETF
4,100,560
211,260.0
+5.19%
13.750
+0.68%
0.180
+15.17%
+21.17%
151,853.0
 
VWO
Vanguard FTSE Emerging Markets ETF
3,308,373
179,678.0
+8.36%
11.690
+0.90%
0.190
+12.40%
+14.02%
83,003.4
 
VOO
Vanguard S&P 500 ETF
409,781
161,257.0
-1.56%
10.490
-0.17%
0.060
+16.76%
+7.46%
616,819.8
 
VTI
Vanguard Total Stock Market ETF
533,646
118,907.0
-0.71%
7.740
-0.06%
0.040
+17.05%
+6.98%
450,247.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
1,039,890
63,880.0
+11.10%
4.160
+0.42%
0.440
+0.57%
+2.54%
23,030.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
611,295
58,116.0
+7.36%
3.780
+0.26%
0.110
+1.71%
+5.10%
52,150.7
 
IVV
iShares Core S&P 500 ETF
112,368
48,309.0
+0.19%
3.140
+0.01%
0.020
+16.68%
+7.37%
623,772.3
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
622,272
41,686.0
+2.84%
2.710
+0.07%
0.050
+15.43%
+17.51%
96,608.3
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
635,494
36,287.0
+0.07%
2.360
0%
0.070
+1.40%
+1.93%
65,015.2
 
VXF
Vanguard Extended Market Index ETF
187,781
35,414.0
+8.03%
2.300
+0.17%
0.200
+20.78%
+4.60%
20,461.9
 

AdvicePeriod, LLC's Historical Top Holdings Breakdowns

AdvicePeriod, LLC Total Holding History ($B)

To

AdvicePeriod, LLC's Asset Allocation

To

AdvicePeriod, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AdvicePeriod, LLC's Hypothetical Growth since 2021-06-30

AdvicePeriod, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AdvicePeriod, LLC's Holdings Heat Map

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AdvicePeriod, LLC's Holdings Bubble Chart

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