SF

Stewardship Financial Advisors, LLC

13F
Stewardship Financial Advisors, LLC
Last update 2021-04-16 93 Stocks (15 new)
Value $285.00 Mil Turnover 3 %
Countries:
Top Holdings: QUAL(16.44%)DGRO(14.47%)VOO(12.50%)MTUM(10.10%)USMV(6.02%)
Summary Stock Picks Current Portfolio
Stewardship Financial Advisors... Top Holdings of 2021-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QUAL
iShares MSCI USA Quality Factor ETF
384,440
46,817.0
+0.80%
16.440
+0.13%
0.220
+13.94%
+4.96%
53,459.4
 
DGRO
iShares Core Dividend Growth ETF
853,217
41,185.0
+7.01%
14.470
+0.95%
0.190
+12.49%
+8.34%
32,849.7
 
VOO
Vanguard S&P 500 ETF
97,673
35,582.0
+3.12%
12.500
+0.38%
0.010
+18.66%
+8.74%
662,745.7
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
178,807
28,763.0
-1.24%
10.100
-0.13%
0.250
+20.23%
+16.70%
17,811.0
 
USMV
iShares MSCI USA Min Vol Factor ETF
247,565
17,129.0
-6.00%
6.020
-0.40%
0.070
+4.35%
+6.58%
23,840.5
 
IJR
iShares Core S&P Small-Cap ETF
142,198
15,433.0
+10.96%
5.420
+0.54%
0.020
+16.90%
-0.38%
83,088.7
 
VNQ
Vanguard Real Estate Index Fund ETF
113,848
10,458.0
-0.07%
3.670
0%
0.030
+7.05%
+5.43%
34,189.7
 
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
152,723
9,646.0
-2.26%
3.390
-0.08%
0.250
+9.70%
+11.00%
4,637.7
 
NEAR
BlackRock Short Maturity Bond ETF
170,361
8,550.0
-5.71%
3.000
-0.19%
0.190
+1.75%
+3.27%
3,400.6
 
EFAV
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
94,394
6,890.0
-7.99%
2.420
-0.22%
0.100
+6.77%
+21.97%
5,484.6
 

Stewardship Financial Advisors, LLC's Historical Top Holdings Breakdowns

Stewardship Financial Advisors, LLC Total Holding History ($B)

To

Stewardship Financial Advisors, LLC's Asset Allocation

To

Stewardship Financial Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Stewardship Financial Advisors, LLC's Hypothetical Growth since 2021-03-31

Stewardship Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stewardship Financial Advisors, LLC's Holdings Heat Map

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Stewardship Financial Advisors, LLC's Holdings Bubble Chart

Stewardship Financial Advisors, LLC News

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