VF

VIVID FINANCIAL MANAGEMENT, INC.

13F
VIVID FINANCIAL MANAGEMENT, INC.
Last update 2022-01-21 129 Stocks (10 new)
Value $268.00 Mil Turnover 9 %
Countries:
Top Holdings: ESGU(12.12%)SPLG(11.56%)EFV(5.39%)EFG(5.38%)GOVT(4.90%)
Summary Stock Picks Current Portfolio
VIVID FINANCIAL MANAGEMENT, IN... Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ESGU
iShares MSCI USA ESG Optimized ETF
300,601
32,435.0
+6.34%
12.120
+0.72%
0.120
+19.77%
+6.95%
13,912.8
 
SPLG
SPDR Portfolio S&P 500 ETF
553,700
30,913.0
+13.99%
11.560
+1.42%
0.200
+19.54%
+7.80%
77,324.0
 
EFV
iShares MSCI EAFE Value ETF
286,080
14,416.0
+18.91%
5.390
+0.86%
0.090
+9.62%
+24.59%
26,310.6
 
EFG
iShares MSCI EAFE Growth ETF
130,383
14,380.0
+13.67%
5.380
+0.65%
0.130
+10.94%
+15.08%
12,976.9
 
GOVT
iShares U.S. Treasury Bond ETF
491,717
13,119.0
+6.12%
4.900
+0.28%
0.070
+1.25%
+1.08%
27,542.4
 
VLUE
iShares MSCI USA Value Factor ETF
78,769
8,623.0
-1.60%
3.220
-0.05%
0.060
+16.54%
+9.96%
6,774.5
 
IYW
iShares U.S. Technology ETF
73,977
8,494.0
-4.23%
3.180
-0.14%
0.090
+35.73%
+11.49%
22,322.9
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterpr
WisdomTree Emerging Markets ex-State-Owned Enterpr
195,602
7,208.0
-8.94%
2.690
-0.29%
0.190
+16.82%
+15.86%
1,919.1
 
SCHA
Schwab U.S. Small-Cap ETF
140,056
7,171.0
+17.54%
2.680
+0.40%
0.020
+19.59%
+1.60%
17,784.3
 
SCHJ
Schwab 1-5 Year Corporate Bond ETF
128,037
6,472.0
-23.31%
2.420
-0.82%
1.640
+2.22%
+3.88%
537.4
 

VIVID FINANCIAL MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

VIVID FINANCIAL MANAGEMENT, INC. Total Holding History ($B)

To

VIVID FINANCIAL MANAGEMENT, INC.'s Asset Allocation

To

VIVID FINANCIAL MANAGEMENT, INC. Past Portfolios

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

Top Ranked Articles

  • 1

VIVID FINANCIAL MANAGEMENT, INC.'s Hypothetical Growth since 2021-12-31

VIVID FINANCIAL MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

VIVID FINANCIAL MANAGEMENT, INC.'s Holdings Heat Map

Size field:

VIVID FINANCIAL MANAGEMENT, INC.'s Holdings Bubble Chart

VIVID FINANCIAL MANAGEMENT, INC. News

  • 1

Discussions on VIVID FINANCIAL MANAGEMENT, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.