ROWLAND CARMICHAEL ADVISORS INC /ADV Portfolio Holdings - 13F Filings | 13F Fund Database
ROWLAND CARMICHAEL ADVISORS INC /ADV 13F Holdings
CIK 0000825052 · SCOTTSDALE, AZ
As of Dec 31, 2020, ROWLAND CARMICHAEL ADVISORS INC /ADV reported
378 positions worth $286.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 471,791 |
|
7.0K5.93% |
| APPLE INC | AAPL | Technology | 110,733 |
4.7K | 5.12% |
| ISHARES MSCI JAPAN ETF | EWJ | — | 165,882 |
1.2K | 3.91% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 102,926 | $8.7K | 3.05% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 87,093 | $7.5K | 2.61% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 21,459 | $6.7K | 2.35% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 235,747 | $6.4K | 2.24% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 102,089 | $6.3K | 2.21% |
| World Gold TR | — | — | 314,956 | $6.0K | 2.08% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 125,815 | $5.5K | 1.93% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 24,454 | $4.8K | 1.66% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,130 | $4.6K | 1.59% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 113,713 | $4.2K | 1.47% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 21,765 | $3.8K | 1.33% |
| MICROSOFT CORP | MSFT | Technology | 16,820 | $3.7K | 1.30% |
| INVESCO RAFI US 1000 ETF | PRF | — | 26,954 | $3.6K | 1.25% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 63,050 | $3.5K | 1.21% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 114,586 | $3.5K | 1.21% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 22,170 | $3.3K | 1.17% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 25,667 | $3.1K | 1.07% |
| VISA INC-CLASS A SHARES | V | Financial Services | 13,072 | $2.9K | 1.00% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 70,152 | $2.8K | 0.97% |
| VANGUARD 500 INDEX FUND | VOO | — | 7,849 | $2.7K | 0.94% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,455 | $2.7K | 0.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF | SPLB | — | 79,318 | $2.6K | 0.92% |