SI

SHINE INVESTMENT ADVISORY SERVICES INC

13F
SHINE INVESTMENT ADVISORY SERVICES INC
Last update 2020-11-03 728 Stocks (47 new)
Value $291.00 Mil Turnover 6 %
Countries:
Top Holdings: DGRO(12.77%)EFAV(9.70%)QUAL(7.24%)ISCF(6.75%)VCIT(5.34%)
Summary Stock Picks Current Portfolio
SHINE INVESTMENT ADVISORY SERV... 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
DGRO
iShares Core Dividend Growth ETF
935,118
37,208.0
+7.95%
12.770
+0.94%
0.210
+11.67%
+6.37%
32,585.1
 
EFAV
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
414,719
28,255.0
+12.29%
9.700
+1.06%
0.430
+2.88%
+18.38%
5,424.6
 
QUAL
iShares MSCI USA Quality Factor ETF
203,280
21,088.0
+8.65%
7.240
+0.58%
0.120
+14.25%
+3.79%
53,100.3
 
ISCF
iShares MSCI Intl Small-Cap Multifac
iShares MSCI Intl Small-Cap Multifac
654,287
19,667.0
-0.06%
6.750
0%
11.280
+14.15%
+22.21%
382.6
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
162,436
15,561.0
+5.33%
5.340
+0.27%
0.030
+2.88%
+2.95%
53,435.3
 
IJH
iShares Core S&P Mid-Cap ETF
397,530
14,733.0
+0.49%
5.060
+0.02%
0.030
+16.27%
+2.52%
97,920.0
 
IWF
iShares Russell 1000 Growth ETF
59,687
12,945.0
-0.43%
4.440
-0.02%
0.020
+26.76%
+7.73%
112,963.2
 
MDY
S&P MidCap 400 ETF
30,346
10,282.0
-4.52%
3.530
-0.17%
0.070
+16.05%
+2.40%
23,266.9
 
VUG
Vanguard Growth ETF
40,832
9,294.0
-1.22%
3.190
-0.04%
0.010
+27.20%
+8.98%
164,247.8
 
RPG
Invesco S&P 500 Pure Growth ETF
239,800
6,793.0
-6.82%
2.330
-0.17%
0.330
+26.91%
+12.70%
1,725.6
 

SHINE INVESTMENT ADVISORY SERVICES INC's Historical Top Holdings Breakdowns

SHINE INVESTMENT ADVISORY SERVICES INC Total Holding History ($B)

To

SHINE INVESTMENT ADVISORY SERVICES INC's Asset Allocation

To

SHINE INVESTMENT ADVISORY SERVICES INC Past Portfolios

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

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SHINE INVESTMENT ADVISORY SERVICES INC's Hypothetical Growth since 2020-09-30

SHINE INVESTMENT ADVISORY SERVICES INC's Yearly Returns

Year Portfolio % % Excess Gain %

SHINE INVESTMENT ADVISORY SERVICES INC's Holdings Heat Map

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SHINE INVESTMENT ADVISORY SERVICES INC's Holdings Bubble Chart

SHINE INVESTMENT ADVISORY SERVICES INC News

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