APCM Wealth Management for Individuals Portfolio Holdings - 13F Filings | 13F Fund Database
APCM Wealth Management for Individuals 13F Holdings
CIK 02818641 · ANCHORAGE, AK
As of Sep 30, 2022, APCM Wealth Management for Individuals reported
57 positions worth $511.6K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 282,115 |
|
00.8K19.70% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 743,966 | $53.1K | 10.37% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 208,457 | $45.7K | 8.93% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 419,979 | $43.1K | 8.42% |
| CORE ALTERNATIVE ETF | CCOR | — | 1,189,372 | $35.3K | 6.91% |
| FLEXSHARES TR | — | — | 575,201 | $26.3K | 5.14% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 431,662 | $22.7K | 4.44% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 432,129 |
9.9K | 3.89% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 217,102 |
8.9K | 3.70% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 402,862 |
7.3K | 3.38% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 340,838 |
6.3K | 3.18% |
| JPMORGAN BETABUILDERS MSCI US REIT ETF | BBRE | — | 174,405 |
3.7K | 2.67% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 184,627 |
1.1K | 2.17% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 126,232 | $9.4K | 1.85% |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | PDBC | — | 568,044 | $9.2K | 1.80% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 187,001 | $9.0K | 1.76% |
| KELLANOVA | K | Consumer Defensive | 106,128 | $7.4K | 1.45% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 95,907 | $5.5K | 1.08% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 96,519 | $5.5K | 1.08% |
| XTRACKERS S&P 500 SCORED & SCREENED ETF | SNPE | — | 149,565 | $4.8K | 0.94% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 96,405 | $4.0K | 0.79% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 76,930 | $3.6K | 0.70% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | GUNR | — | 85,291 | $3.2K | 0.63% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 101,685 | $3.1K | 0.61% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 104,443 | $2.9K | 0.57% |