LY

Live Your Vision, LLC

13F
Live Your Vision, LLC
Last update 2018-10-30 264 Stocks (30 new)
Value $301.00 Mil Turnover 13 %
Countries:
Top Holdings: SCHZ(15.15%)SCHE(8.86%)SCHF(8.80%)IVW(6.44%)FLRN(6.38%)
Summary Stock Picks Current Portfolio
Live Your Vision, LLC Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHZ
Schwab US Aggregate Bond ETF
884,148
45,533.0
-11.96%
15.150
-2.24%
0.550
-0.09%
+0.88%
8,532.5
 
SCHE
Schwab Emerging Markets Equity ETF
990,115
26,634.0
-2.21%
8.860
-0.20%
0.300
+14.51%
+14.38%
10,386.9
 
SCHF
Schwab International Equity ETF
820,613
26,448.0
-17.47%
8.800
-1.89%
0.100
+11.60%
+18.05%
48,375.6
 
IVW
iShares S&P 500 Growth ETF
435,004
19,356.0
+7.78%
6.440
+0.47%
0.020
+22.22%
+9.53%
61,173.1
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
624,825
19,188.0
-1.58%
6.380
-0.11%
0.590
+0.46%
+0.16%
2,779.4
 
SCHX
Schwab U.S. Large-Cap ETF
516,752
18,101.0
+884.14%
6.020
+5.41%
0.040
+16.17%
+6.30%
56,386.2
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
396,503
17,624.0
+10.47%
5.860
+0.56%
0.360
+10.65%
+4.40%
15,909.5
 
SCHO
Schwab Short-Term U.S. Treasury ETF
260,853
13,063.0
+534.00%
4.350
+3.66%
0.160
-0.37%
+0.71%
10,903.5
 
SCHV
Schwab U.S. Large-Cap Value ETF
190,475
10,735.0
-26.11%
3.570
-1.26%
0.130
+11.25%
+7.38%
12,661.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
232,974
9,633.0
+7.79%
3.200
+0.23%
0.050
+20.19%
+5.74%
44,894.6
 

Live Your Vision, LLC's Historical Top Holdings Breakdowns

Live Your Vision, LLC Total Holding History ($B)

To

Live Your Vision, LLC's Asset Allocation

To

Live Your Vision, LLC Past Portfolios

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

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Live Your Vision, LLC's Hypothetical Growth since 2019-03-31

Live Your Vision, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Live Your Vision, LLC's Holdings Heat Map

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Live Your Vision, LLC's Holdings Bubble Chart

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