VF

VIVID FINANCIAL MANAGEMENT, INC.

13F
VIVID FINANCIAL MANAGEMENT, INC.
Last update 2022-01-21 129 Stocks (10 new)
Value $268.00 Mil Turnover 9 %
Countries:
Top Holdings: ESGU(12.12%)SPLG(11.56%)EFV(5.39%)EFG(5.38%)GOVT(4.90%)
Summary Stock Picks Current Portfolio
VIVID FINANCIAL MANAGEMENT, IN... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ESGU
iShares MSCI USA ESG Optimized ETF
300,601
32,435.0
+6.34%
12.120
+0.72%
0.120
+20.02%
+7.18%
13,942.2
 
SPLG
SPDR Portfolio S&P 500 ETF
553,700
30,913.0
+13.99%
11.560
+1.42%
0.200
+19.73%
+7.98%
77,449.7
 
EFV
iShares MSCI EAFE Value ETF
286,080
14,416.0
+18.91%
5.390
+0.86%
0.090
+9.94%
+24.97%
26,388.8
 
EFG
iShares MSCI EAFE Growth ETF
130,383
14,380.0
+13.67%
5.380
+0.65%
0.130
+11.16%
+15.31%
13,002.8
 
GOVT
iShares U.S. Treasury Bond ETF
491,717
13,119.0
+6.12%
4.900
+0.28%
0.070
+1.20%
+1.03%
27,528.3
 
VLUE
iShares MSCI USA Value Factor ETF
78,769
8,623.0
-1.60%
3.220
-0.05%
0.060
+16.77%
+10.19%
6,788.1
 
IYW
iShares U.S. Technology ETF
73,977
8,494.0
-4.23%
3.180
-0.14%
0.090
+35.56%
+11.34%
22,294.0
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterpr
WisdomTree Emerging Markets ex-State-Owned Enterpr
195,602
7,208.0
-8.94%
2.690
-0.29%
0.190
+16.92%
+15.96%
1,920.8
 
SCHA
Schwab U.S. Small-Cap ETF
140,056
7,171.0
+17.54%
2.680
+0.40%
0.020
+19.92%
+1.88%
17,833.0
 
SCHJ
Schwab 1-5 Year Corporate Bond ETF
128,037
6,472.0
-23.31%
2.420
-0.82%
1.640
+2.28%
+3.95%
537.7
 

VIVID FINANCIAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

VIVID FINANCIAL MANAGEMENT, INC. Total Holding History ($B)

To

VIVID FINANCIAL MANAGEMENT, INC.'s Asset Allocation

To

VIVID FINANCIAL MANAGEMENT, INC. Past Portfolios

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

Top Ranked Articles

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VIVID FINANCIAL MANAGEMENT, INC.'s Hypothetical Growth since 2021-12-31

VIVID FINANCIAL MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

VIVID FINANCIAL MANAGEMENT, INC.'s Holdings Heat Map

Size field:

VIVID FINANCIAL MANAGEMENT, INC.'s Holdings Bubble Chart

VIVID FINANCIAL MANAGEMENT, INC. News

  • 1

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