LBA Wealth Management, LLC 13F Holdings
CIK 0001600566 · JACKSONVILLE, FL
As of Mar 31, 2017, LBA Wealth Management, LLC reported 449 positions worth
CIK 0001600566 · JACKSONVILLE, FL
As of Mar 31, 2017, LBA Wealth Management, LLC reported 449 positions worth
86.4K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 249,183 | $20.2K | 10.84% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 64,445 | $20.1K | 10.80% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 169,832 | 3.5K | 7.27% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 78,805 | 3.5K | 7.24% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 205,011 | $8.1K | 4.37% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 66,445 | $7.0K | 3.75% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 119,017 | $6.9K | 3.70% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 129,372 | $6.3K | 3.36% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 48,507 | $5.3K | 2.82% |
| ISHARES MSCI EAFE ETF | EFA | — | 72,479 | $4.5K | 2.42% |
| APPLE INC | AAPL | Technology | 17,955 | $2.6K | 1.38% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,438 | $2.5K | 1.33% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,283 | $2.2K | 1.17% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 24,190 | $2.1K | 1.14% |
| MICROSOFT CORP | MSFT | Technology | 30,753 | $2.0K | 1.09% |
| CISCO SYSTEMS INC | CSCO | Technology | 49,296 | .7K | 0.89% |
| INTEL CORP | INTC | Technology | 43,146 | .6K | 0.83% |
| LIONSGATE STUDIOS CORP F | — | — | 67,840 | .5K | 0.81% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 9,259 | .4K | 0.76% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 15,497 | .4K | 0.75% |
| NVIDIA CORP | NVDA | Technology | 12,575 | .4K | 0.73% |
| FISERV INC | FISV | Technology | 11,862 | .4K | 0.73% |
| METLIFE INC | MET | Financial Services | 25,661 | .4K | 0.73% |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 10,998 | .3K | 0.71% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 11,585 | .3K | 0.71% |