LF
| |
Lighthouse Financial Advisors, Inc.13F | |
| Lighthouse Financial Advisors, Inc. | |
| Last update 2021-05-11 | 107 Stocks (12 new) |
| Value $329.00 Mil | Turnover 14 % |
Lighthouse Financial Advisors,... Top Holdings of 2021-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 936,030 | 44,943.0 | +2.80% | 13.670 | +0.37% | 0.070 | +25.73% | +6.63% | 56,185.5 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 496,286 | 36,938.0 | +2.80% | 11.240 | +0.31% | 0.380 | +24.97% | +3.67% | 11,757.1 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 87,630 | 27,965.0 | +37.66% | 8.510 | +2.33% | 0.020 | +33.03% | +8.43% | 355,074.3 | ||
SHW | Sherwin-Williams Co | 72,447 | 17,822.0 | +183.44% | 5.420 | +3.51% | 0.010 | +10.47% | +2.11% | 86,605.1 | Chemicals | |
ARKK | ARK Innovation ETF | 83,732 | 10,043.0 | +7.39% | 3.060 | +0.21% | 0.050 | +75.22% | +25.03% | 5,534.4 | ||
SCHF | Schwab International Equity ETF | 173,007 | 6,508.0 | -0.21% | 1.980 | 0% | 0.020 | +24.92% | +19.92% | 48,818.6 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 59,993 | 6,122.0 | -3.56% | 1.860 | -0.08% | 0.040 | +33.00% | +9.48% | 22,084.0 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 89,842 | 5,829.0 | +10.85% | 1.770 | +0.17% | 0.020 | +31.09% | +4.86% | 44,189.4 | ||
SCHA | Schwab U.S. Small-Cap ETF | 102,768 | 5,121.0 | -2.43% | 1.560 | -0.04% | 0.010 | +27.28% | +0.73% | 17,695.6 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 131,743 | 4,993.0 | -0.17% | 1.520 | 0% | 0.040 | +17.87% | +4.34% | 27,008.3 |
Lighthouse Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
Lighthouse Financial Advisors, Inc. Total Holding History ($B)
Lighthouse Financial Advisors, Inc.'s Asset Allocation
Lighthouse Financial Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lighthouse Financial Advisors, Inc.'s Hypothetical Growth since 2021-03-31
Lighthouse Financial Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lighthouse Financial Advisors, Inc.'s Holdings Heat Map
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Lighthouse Financial Advisors, Inc.'s Holdings Bubble Chart
Lighthouse Financial Advisors, Inc. News
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