SI
| |
SHINE INVESTMENT ADVISORY SERVICES INC13F | |
| SHINE INVESTMENT ADVISORY SERVICES INC | |
| Last update 2020-11-03 | 728 Stocks (47 new) |
| Value $291.00 Mil | Turnover 6 % |
SHINE INVESTMENT ADVISORY SERV... Top Holdings of 2020-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO | iShares Core Dividend Growth ETF | 935,118 | 37,208.0 | +7.95% | 12.770 | +0.94% | 0.210 | +11.91% | +7.24% | 32,849.7 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 414,719 | 28,255.0 | +12.29% | 9.700 | +1.06% | 0.430 | +4.85% | +19.78% | 5,488.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 203,280 | 21,088.0 | +8.65% | 7.240 | +0.58% | 0.120 | +13.80% | +4.59% | 53,508.3 | ||
ISCF |
iShares MSCI Intl Small-Cap Multifac
iShares MSCI Intl Small-Cap Multifac
| 654,287 | 19,667.0 | -0.06% | 6.750 | 0% | 11.280 | +15.89% | +24.04% | 388.3 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 162,436 | 15,561.0 | +5.33% | 5.340 | +0.27% | 0.030 | +2.52% | +2.82% | 53,364.2 | ||
IJH | iShares Core S&P Mid-Cap ETF | 397,530 | 14,733.0 | +0.49% | 5.060 | +0.02% | 0.030 | +15.72% | +3.35% | 98,717.1 | ||
IWF | iShares Russell 1000 Growth ETF | 59,687 | 12,945.0 | -0.43% | 4.440 | -0.02% | 0.020 | +24.91% | +8.72% | 113,994.5 | ||
MDY | S&P MidCap 400 ETF | 30,346 | 10,282.0 | -4.52% | 3.530 | -0.17% | 0.070 | +15.52% | +3.24% | 23,457.2 | ||
VUG | Vanguard Growth ETF | 40,832 | 9,294.0 | -1.22% | 3.190 | -0.04% | 0.010 | +24.95% | +9.74% | 165,393.5 | ||
RPG | Invesco S&P 500 Pure Growth ETF | 239,800 | 6,793.0 | -6.82% | 2.330 | -0.17% | 0.330 | +25.41% | +14.23% | 1,749.0 |
SHINE INVESTMENT ADVISORY SERVICES INC's Historical Top Holdings Breakdowns
SHINE INVESTMENT ADVISORY SERVICES INC Total Holding History ($B)
SHINE INVESTMENT ADVISORY SERVICES INC's Asset Allocation
SHINE INVESTMENT ADVISORY SERVICES INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
SHINE INVESTMENT ADVISORY SERVICES INC's Hypothetical Growth since 2020-09-30
SHINE INVESTMENT ADVISORY SERVICES INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SHINE INVESTMENT ADVISORY SERVICES INC's Holdings Heat Map
Size field:
SHINE INVESTMENT ADVISORY SERVICES INC's Holdings Bubble Chart
SHINE INVESTMENT ADVISORY SERVICES INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers