SM

Squar Milner Financial Services LLC

13F
Squar Milner Financial Services LLC
Last update 2020-07-16 205 Stocks (12 new)
Value $167.00 Mil Turnover 16 %
Countries:
Top Holdings: BIL(7.83%)SPYG(5.59%)SPY(4.95%)MSFT(3.34%)AAPL(3.26%)
Summary Stock Picks Current Portfolio
Squar Milner Financial Service... Top Holdings of 2020-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
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
+22.22%
+11.90%
39,144.7
 
SPY
S&P 500 ETF TRUST ETF
26,796
8,263.0
-0.99%
4.950
-0.04%
0.000
+16.39%
+8.89%
654,583.2
 
MSFT
Microsoft Corp
27,422
5,581.0
-13.84%
3.340
-0.43%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AAPL
Apple Inc
59,672
5,442.0
-42.39%
3.260
-1.73%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
IVV
iShares Core S&P 500 ETF
15,013
4,649.0
+14.68%
2.790
+0.36%
0.000
+16.45%
+8.98%
642,461.0
 
OEF
iShares S&P 100 ETF
20,078
2,860.0
+343.13%
1.710
+1.32%
0.050
+18.40%
+8.83%
21,301.2
 
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
+4.85%
+7.64%
1,078.2
 
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
+0.78%
+2.65%
5,803.9
 
JNJ
Johnson & Johnson
14,863
2,090.0
+12.56%
1.250
+0.14%
0.000
+10.38%
+19.20%
407,973.8
Drug Manufacturers

Squar Milner Financial Services LLC's Historical Top Holdings Breakdowns

Squar Milner Financial Services LLC Total Holding History ($B)

To

Squar Milner Financial Services LLC's Asset Allocation

To

Squar Milner Financial Services LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

  • 1

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