Noven Financial Group, Inc. 13F Holdings
CIK 0001536442 · DENVER, CO
As of Mar 31, 2020, Noven Financial Group, Inc. reported 36 positions worth
CIK 0001536442 · DENVER, CO
As of Mar 31, 2020, Noven Financial Group, Inc. reported 36 positions worth
22.6K in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 203,483 | $24.7K | 20.16% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 174,778 | $23.3K | 19.01% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 94,176 | 4.2K | 11.57% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 188,854 | 2.1K | 9.87% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 37,240 | $5.8K | 4.76% |
| INVESCO PREFERRED ETF | PGX | — | 360,858 | $4.7K | 3.87% |
| iShares Gold Trust | IAU | — | 242,246 | $3.7K | 2.98% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 19,050 | $3.5K | 2.84% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 27,320 | $3.5K | 2.82% |
| ISHARES PREFERRED & INCOME S | PFF | — | 104,116 | $3.3K | 2.70% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 71,626 | $3.2K | 2.63% |
| PowerShares QQQ Trust Unit Ser | — | — | 11,174 | $2.1K | 1.74% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 15,461 | .9K | 1.53% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 11,312 | .9K | 1.52% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 10,817 | .6K | 1.33% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 21,549 | .6K | 1.29% |
| APPLE INC | AAPL | Technology | 6,201 | .6K | 1.29% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 12,060 | .6K | 1.27% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 8,130 | .4K | 1.11% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 7,240 | .2K | 0.98% |
| STATE STREET(R) SPDR(R) ICE PREFERRED SECURITIES ETF | PSK | — | 26,174 | .0K | 0.84% |
| INVESCO FINANCIAL PREFERRED ETF | PGF | — | 39,877 | $674.0 | 0.55% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 39,334 | $645.0 | 0.53% |
| W P CAREY INC | WPC | Real Estate | 9,583 | $557.0 | 0.45% |
| META PLATFORMS INC | META | Communication Services | 3,265 | $545.0 | 0.44% |