Osbon Capital Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Osbon Capital Management LLC 13F Holdings
CIK 0001784418 · BOSTON, MA
As of Jun 30, 2019, Osbon Capital Management LLC reported
50 positions worth $94.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 77,161 |
|
1.6K12.32% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 69,486 |
0.9K | 11.58% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 75,156 | $7.6K | 8.07% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 58,951 | $5.2K | 5.48% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 188,356 | $5.1K | 5.46% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 52,873 | $4.2K | 4.52% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 71,176 | $3.9K | 4.16% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 60,029 | $3.5K | 3.77% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 11,329 | $3.0K | 3.20% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 66,806 | $2.8K | 3.02% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 12,825 | $2.7K | 2.88% |
| CISCO SYSTEMS INC | CSCO | Technology | 47,703 | $2.6K | 2.78% |
| WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | DGS | — | 46,395 | $2.2K | 2.32% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 41,251 | $2.2K | 2.31% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 30,919 | $2.1K | 2.27% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 32,336 | $2.1K | 2.24% |
| ISHARES MSCI JAPAN ETF | EWJ | — | 38,357 | $2.1K | 2.23% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 15,828 |
.8K | 1.91% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 33,100 |
.6K | 1.74% |
| SPDR GOLD TRUST | GQ9 | — | 11,370 |
.5K | 1.61% |
| ABRDN GOLD ETF TRUST | SGOL | — | 10,493 |
.4K | 1.52% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 12,572 |
.4K | 1.51% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 29,309 |
.3K | 1.34% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 12,729 |
.1K | 1.12% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 10,085 | $789.0 | 0.84% |