Sanford Advisory Services, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sanford Advisory Services, LLC 13F Holdings
CIK 0001932496 · PORTAGE, MI
As of Dec 31, 2022, Sanford Advisory Services, LLC reported
119 positions worth $419.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 472,229 | $34.1M | 8.11% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 437,897 | $33.3M | 7.94% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 136,286 | $33.0M | 7.85% |
| ISHARES CORE S&P 500 ETF | IVV | — | 76,657 | $29.5M | 7.01% |
| STRYKER CORP | SYK | Healthcare | 116,485 | $28.5M | 6.78% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 545,970 | $27.3M | 6.50% |
| APPLE INC | AAPL | Technology | 189,490 | $24.6M | 5.86% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 222,935 |
|
1.1M2.64% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 89,715 |
0.8M | 2.58% |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF | XMLV | — | 198,244 |
0.6M | 2.53% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 123,557 | $9.3M | 2.22% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 89,940 | $8.5M | 2.04% |
| VANGUARD 500 INDEX FUND | VOO | — | 22,385 | $7.9M | 1.87% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 172,600 | $7.8M | 1.86% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 77,038 | $7.5M | 1.78% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 78,866 | $6.7M | 1.59% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 207,798 | $6.3M | 1.50% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 144,450 | $5.9M | 1.42% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 96,473 | $4.8M | 1.15% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 45,186 | $4.8M | 1.14% |
| INVESCO EXCH TRADED FD TR II | XSLV | — | 89,924 | $4.0M | 0.96% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 36,445 | $3.8M | 0.91% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 25,678 | $3.7M | 0.89% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 58,251 | $3.7M | 0.88% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 57,272 | $3.7M | 0.87% |