Guidant Wealth Advisors Portfolio Holdings - 13F Filings | 13F Fund Database
Guidant Wealth Advisors 13F Holdings
CIK 0001689024 · PALATINE, IL
As of Sep 30, 2019, Guidant Wealth Advisors reported
256 positions worth $268.1K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 482,822 |
|
9.4K7.25% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 446,164 |
8.3K | 6.84% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 230,400 |
3.6K | 5.06% |
| Ishares Ibonds Dec | IBDL | — | 376,424 | $9.6K | 3.56% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 48,932 | $8.9K | 3.32% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 59,722 | $8.8K | 3.30% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 105,127 | $8.8K | 3.29% |
| ISHARES TIPS BOND ETF | TIP | — | 75,177 | $8.7K | 3.26% |
| Ishares Ibonds Dec | IBDM | — | 330,545 | $8.3K | 3.08% |
| ISHARES TR IBONDS DEC23 ETF | — | — | 313,545 | $8.0K | 2.99% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 68,825 | $7.8K | 2.90% |
| UBS AG JERSEY BRANCH | DJCI | — | 518,634 | $7.5K | 2.81% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 56,523 | $7.3K | 2.72% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 52,773 | $6.1K | 2.29% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 106,093 | $6.0K | 2.25% |
| Ishares Ibonds Dec | IBDK | — | 237,267 | $5.9K | 2.20% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 27,317 | $5.7K | 2.12% |
| ISHARES TR | IBDN | — | 192,206 | $4.9K | 1.82% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 25,791 | $4.6K | 1.73% |
| VANGUARD 500 INDEX FUND | VOO | — | 16,764 | $4.6K | 1.70% |
| ISHARES TR IBONDS DEC24 ETF | — | — | 160,975 | $4.1K | 1.54% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 69,953 | $4.1K | 1.53% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 41,023 | $3.8K | 1.43% |
| ISHARES MSCI EAFE ETF | EFA | — | 56,045 | $3.7K | 1.36% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 17,230 | $3.3K | 1.24% |