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
-4.49%
-2.06%
49,967.5
 
DGRO 		iShares Core Dividend Growth ETF
853,217
41,185.0
+7.01%
14.470
+0.95%
0.190
-3.53%
+0.27%
30,441.0
 
VOO 		Vanguard S&P 500 ETF
97,673
35,582.0
+3.12%
12.500
+0.38%
0.010
-3.17%
-0.85%
575,678.9
 
MTUM 		iShares MSCI USA Momentum Factor ETF
178,807
28,763.0
-1.24%
10.100
-0.13%
0.250
+2.91%
+9.37%
16,568.3
 
USMV 		iShares MSCI USA Min Vol Factor ETF
247,565
17,129.0
-6.00%
6.020
-0.40%
0.070
-0.34%
+4.45%
24,037.7
 
IJR 		iShares Core S&P Small-Cap ETF
142,198
15,433.0
+10.96%
5.420
+0.54%
0.020
-7.66%
-9.47%
75,890.1
 
VNQ 		Vanguard Real Estate Index Fund ETF
113,848
10,458.0
-0.07%
3.670
0%
0.030
-3.99%
-1.23%
33,622.5
 
EEMV 		iShares MSCI Emerging Markets Min Vol Factor ETF
152,723
9,646.0
-2.26%
3.390
-0.08%
0.250
+4.66%
+6.41%
4,381.5
 
NEAR 		BlackRock Short Maturity Bond ETF
170,361
8,550.0
-5.71%
3.000
-0.19%
0.190
+1.23%
+2.04%
3,271.3
 
EFAV 		iShares MSCI EAFE Min Vol Factor ETF
94,394
6,890.0
-7.99%
2.420
-0.22%
0.100
+12.07%
+18.87%
5,463.1
 

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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