SM
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Squar Milner Financial Services LLC13F | |
| Squar Milner Financial Services LLC | |
| Last update 2020-07-16 | 205 Stocks (12 new) |
| Value $167.00 Mil | Turnover 16 % |
Squar Milner Financial Service... Top Holdings of 2020-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 142,776 | 13,068.0 | -28.99% | 7.830 | -3.32% | 0.090 | +1.05% | +2.34% | 41,778.1 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 207,796 | 9,334.0 | +0.85% | 5.590 | +0.05% | 0.100 | +25.27% | +11.68% | 39,068.8 | ||
SPY | S&P 500 ETF TRUST ETF | 26,796 | 8,263.0 | -0.99% | 4.950 | -0.04% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
MSFT | Microsoft Corp | 27,422 | 5,581.0 | -13.84% | 3.340 | -0.43% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 59,672 | 5,442.0 | -42.39% | 3.260 | -1.73% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
IVV | iShares Core S&P 500 ETF | 15,013 | 4,649.0 | +14.68% | 2.790 | +0.36% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
OEF | iShares S&P 100 ETF | 20,078 | 2,860.0 | +343.13% | 1.710 | +1.32% | 0.050 | +20.93% | +8.73% | 21,280.1 | ||
LGLV |
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
| 27,338 | 2,790.0 | -3.94% | 1.670 | -0.06% | 0.550 | +5.63% | +7.80% | 1,079.8 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 70,083 | 2,153.0 | +3,704.72% | 1.290 | +1.26% | 0.050 | +0.85% | +2.65% | 5,803.9 | ||
JNJ | Johnson & Johnson | 14,863 | 2,090.0 | +12.56% | 1.250 | +0.14% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers |
Squar Milner Financial Services LLC's Historical Top Holdings Breakdowns
Squar Milner Financial Services LLC Total Holding History ($B)
Squar Milner Financial Services LLC's Asset Allocation
Squar Milner Financial Services LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Squar Milner Financial Services LLC's Hypothetical Growth since 2020-06-30
Squar Milner Financial Services LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Squar Milner Financial Services LLC's Holdings Heat Map
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Squar Milner Financial Services LLC's Holdings Bubble Chart
Squar Milner Financial Services LLC News
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