SHINE INVESTMENT ADVISORY SERVICES INC Portfolio Holdings - 13F Filings | 13F Fund Database
SHINE INVESTMENT ADVISORY SERVICES INC 13F Holdings
CIK 0001002912 · LONE TREE, CO
As of Sep 30, 2020, SHINE INVESTMENT ADVISORY SERVICES INC reported
747 positions worth $281.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 935,118 | $37.2K | 13.24% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 414,719 | $28.3K | 10.05% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 203,280 | $21.1K | 7.50% |
| ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF | ISCF | — | 654,287 |
|
9.7K
7.00% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 162,436 |
5.6K | 5.54% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 79,506 |
4.7K | 5.24% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 59,687 |
2.9K | 4.61% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 30,346 |
0.3K | 3.66% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 40,832 | $9.3K | 3.31% |
| INVESCO S&P 500 PURE GROWTH ETF | RPG | — | 47,960 | $6.8K | 2.42% |
| APPLE INC | AAPL | Technology | 41,408 | $4.8K | 1.71% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 27,635 | $3.6K | 1.27% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 19,763 | $3.5K | 1.24% |
| AMAZON.COM INC | AMZN | Equity | 872 | $2.7K | 0.98% |
| VANGUARD VALUE INDEX FUND | VTV | — | 25,412 | $2.7K | 0.95% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 29,483 | $2.6K | 0.93% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,552 | $2.5K | 0.90% |
| MICROSOFT CORP | MSFT | Technology | 10,839 | $2.3K | 0.81% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 24,666 | $2.3K | 0.81% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 31,360 | $2.2K | 0.77% |
| VANGUARD WORLD FUND | MGK | — | 11,545 | $2.1K | 0.76% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 18,409 |
.8K | 0.64% |
| INVESCO RAFI US 1000 ETF | PRF | — | 15,498 |
.8K | 0.63% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 8,959 |
.8K | 0.62% |
| ADOBE INC | ADBE | Technology | 3,408 |
.7K | 0.59% |