SF

Stearns Financial Services Group

13F
Stearns Financial Services Group
Last update 2020-11-02 184 Stocks (17 new)
Value $520.00 Mil Turnover 3 %
Countries:
Top Holdings: BND(13.75%)IAU(9.80%)VEU(9.10%)VUG(8.91%)VIG(7.91%)
Summary Stock Picks Current Portfolio
Stearns Financial Services Gro... 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
BND
Vanguard Total Bond Market ETF
810,927
71,540.0
+6.00%
13.750
+0.78%
0.080
+1.11%
+1.77%
128,020.8
 
IAU
iShares Gold Trust
1,416,901
50,980.0
+4.75%
9.800
+0.44%
0.320
+1.63%
+30.68%
49,312.6
 
VEU
Vanguard FTSE All-World ex-US ETF
938,237
47,334.0
-10.11%
9.100
-1.00%
0.150
+11.74%
+18.17%
44,589.3
 
VUG
Vanguard Growth ETF
203,683
46,360.0
-7.06%
8.910
-0.62%
0.070
+27.20%
+8.98%
164,247.8
 
VIG
Vanguard Dividend Appreciation FTF
319,810
41,147.0
-1.86%
7.910
-0.14%
0.080
+12.25%
+5.68%
89,713.3
 
IEI
iShares 3-7 Year Treasury Bond ETF
276,511
36,939.0
+3.35%
7.100
+0.23%
0.350
+0.51%
+2.58%
15,728.6
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
653,325
33,333.0
+7.01%
6.410
+0.42%
0.160
+0.52%
+3.53%
15,001.3
 
SCHF
Schwab International Equity ETF
622,864
19,558.0
-15.69%
3.760
-0.69%
0.080
+10.84%
+19.95%
49,150.8
 
VT
Vanguard Total World Stock ETF
214,274
17,279.0
-2.12%
3.320
-0.07%
0.080
+16.72%
+11.13%
46,000.6
 
VGT
Vanguard Information Technology ETF
45,684
14,228.0
-9.46%
2.740
-0.26%
0.040
+34.92%
+9.33%
84,845.6
 

Stearns Financial Services Group's Historical Top Holdings Breakdowns

Stearns Financial Services Group Total Holding History ($B)

To

Stearns Financial Services Group's Asset Allocation

To

Stearns Financial Services Group Past Portfolios

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

Top Ranked Articles

  • 1

Stearns Financial Services Group's Hypothetical Growth since 2020-09-30

Stearns Financial Services Group's Yearly Returns

Year Portfolio % % Excess Gain %

Stearns Financial Services Group's Holdings Heat Map

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Stearns Financial Services Group's Holdings Bubble Chart

Stearns Financial Services Group News

  • 1

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