RC

ROWLAND CARMICHAEL ADVISORS INC /ADV

13F
ROWLAND CARMICHAEL ADVISORS INC /ADV
Last update 2021-01-15 364 Stocks (48 new)
Value $310.00 Mil Turnover 18 %
Countries:
Top Holdings: SCHF(5.49%)AAPL(4.74%)EWJ(3.62%)VNQ(2.82%)ESGU(2.42%)
Summary Stock Picks Current Portfolio
ROWLAND CARMICHAEL ADVISORS IN... Top Holdings of 2020-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
471,791
16,989.0
0%
5.490
0%
0.060
+13.05%
+19.28%
48,558.3
 
AAPL
Apple Inc
110,733
14,693.0
-0.56%
4.740
-0.03%
0.000
+8.39%
-15.82%
3,140,854.9
Hardware
EWJ
iShares MSCI Japan ETF
165,882
11,207.0
+482.90%
3.620
+3.00%
0.100
+8.60%
+8.08%
14,826.0
 
VNQ
Vanguard Real Estate Index Fund ETF
102,926
8,742.0
-18.59%
2.820
-0.75%
0.020
+6.02%
+2.88%
33,443.3
 
ESGU
iShares MSCI USA ESG Optimized ETF
87,093
7,493.0
+6.02%
2.420
+0.14%
0.030
+19.16%
+6.23%
13,818.8
 
QQQ
PowerShares QQQ Trust Ser 1
21,459
6,733.0
+25.07%
2.170
+0.43%
0.000
+25.57%
+9.26%
355,129.8
 
GOVT
iShares U.S. Treasury Bond ETF
235,747
6,422.0
+7.50%
2.070
+0.14%
0.040
+0.05%
+0.41%
27,265.2
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
102,089
6,334.0
+237.89%
2.050
+1.44%
0.010
+19.53%
+17.90%
98,792.5
 
GLDM
SPDR Gold MiniShares Trust
157,478
5,965.0
+330.24%
1.930
+1.48%
0.220
+0.31%
+27.50%
16,031.6
 
SPLG
SPDR Portfolio S&P 500 ETF
125,815
5,531.0
+32.54%
1.790
+0.44%
0.040
+19.07%
+7.14%
76,532.1
 

ROWLAND CARMICHAEL ADVISORS INC /ADV's Historical Top Holdings Breakdowns

ROWLAND CARMICHAEL ADVISORS INC /ADV Total Holding History ($B)

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ROWLAND CARMICHAEL ADVISORS INC /ADV's Asset Allocation

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ROWLAND CARMICHAEL ADVISORS INC /ADV Past Portfolios

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

Top Ranked Articles

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ROWLAND CARMICHAEL ADVISORS INC /ADV's Hypothetical Growth since 2020-12-31

ROWLAND CARMICHAEL ADVISORS INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

ROWLAND CARMICHAEL ADVISORS INC /ADV's Holdings Heat Map

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ROWLAND CARMICHAEL ADVISORS INC /ADV's Holdings Bubble Chart

ROWLAND CARMICHAEL ADVISORS INC /ADV News

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