SB
| |
Sullivan, Bruyette, Speros & Blaney, Inc.13F | |
| Sullivan, Bruyette, Speros & Blaney, Inc. | |
| Last update 2021-05-11 | 406 Stocks (30 new) |
| Value $2.24 Bil | Turnover 2 % |
Sullivan, Bruyette, Speros & B... Top Holdings of 2021-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 1,269,088 | 502,978.0 | -1.31% | 22.410 | -0.30% | 0.140 | +17.14% | +7.04% | 641,384.0 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2,233,523 | 225,787.0 | +0.87% | 10.060 | +0.09% | 0.550 | +12.21% | +7.13% | 58,513.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 3,200,305 | 157,167.0 | -1.29% | 7.000 | -0.09% | 0.140 | +16.01% | +20.43% | 157,306.4 | ||
VV | Vanguard Large Cap ETF | 792,639 | 146,876.0 | -1.08% | 6.550 | -0.07% | 0.600 | +17.54% | +7.34% | 40,254.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 2,533,415 | 131,864.0 | -1.01% | 5.880 | -0.06% | 0.150 | +15.39% | +13.04% | 84,631.0 | ||
BND | Vanguard Total Bond Market ETF | 1,296,458 | 109,836.0 | +15.04% | 4.890 | +0.64% | 0.120 | +2.07% | +3.20% | 126,972.4 | ||
VXF | Vanguard Extended Market Index ETF | 582,394 | 103,031.0 | -2.33% | 4.590 | -0.11% | 0.610 | +22.29% | +3.76% | 21,090.0 | ||
VB | Vanguard Small Cap ETF | 480,806 | 102,931.0 | -4.11% | 4.590 | -0.19% | 0.220 | +18.12% | +1.59% | 60,849.6 | ||
GSY | Invesco Ultra Short Duration ETF | 1,506,278 | 76,037.0 | -7.06% | 3.390 | -0.27% | 3.030 | +1.85% | +2.98% | 2,731.4 | ||
VXUS | Vanguard Total International Stock | 824,517 | 51,697.0 | +0.98% | 2.300 | +0.02% | 0.090 | +15.77% | +18.29% | 91,269.6 |
Sullivan, Bruyette, Speros & Blaney, Inc.'s Historical Top Holdings Breakdowns
Sullivan, Bruyette, Speros & Blaney, Inc. Total Holding History ($B)
Sullivan, Bruyette, Speros & Blaney, Inc.'s Asset Allocation
Sullivan, Bruyette, Speros & Blaney, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sullivan, Bruyette, Speros & Blaney, Inc.'s Hypothetical Growth since 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sullivan, Bruyette, Speros & Blaney, Inc.'s Holdings Heat Map
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Sullivan, Bruyette, Speros & Blaney, Inc.'s Holdings Bubble Chart
Sullivan, Bruyette, Speros & Blaney, Inc. News
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