Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guidant Wealth Advisors (CIK 1689024) reported $269.1M across 256 reported positions in its SEC 13F filing for 2019-09-30. Largest positions: VWO ($19.4M, 7.22%), VEA ($18.3M, 6.81%), BNDX ($13.6M, 5.04%), IBDL ($9.6M, 3.55%), VBK ($8.9M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | $19.4M | 7.22% | 482,822 | Added |
| 2 | VEA | VANGUARD TAX MANAGED INTL FD | $18.3M | 6.81% | 446,164 | Added |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | $13.6M | 5.04% | 230,400 | Added |
| 4 | IBDL | ISHARES TR | $9.6M | 3.55% | 376,424 | Added |
| 5 | VBK | VANGUARD INDEX FDS | $8.9M | 3.31% | 48,932 | Added |
| 6 | VOT | VANGUARD INDEX FDS | $8.8M | 3.29% | 59,722 | Added |
| 7 | SCHG | SCHWAB STRATEGIC TR | $8.8M | 3.28% | 105,127 | Added |
| 8 | TIP | ISHARES TR | $8.7M | 3.25% | 75,177 | Added |
| 9 | IBDM | ISHARES TR | $8.3M | 3.07% | 330,545 | Added |
| 10 | IBDO | ISHARES TR | $8.0M | 2.98% | 313,545 | Added |
| 11 | VOE | VANGUARD INDEX FDS | $7.8M | 2.89% | 68,825 | Added |
| 12 | DJCI | UBS AG JERSEY BRH | $7.5M | 2.80% | 518,634 | Trimmed |
| 13 | VBR | VANGUARD INDEX FDS | $7.3M | 2.71% | 56,523 | Added |
| 14 | VXF | VANGUARD INDEX FDS | $6.1M | 2.28% | 52,773 | Trimmed |
| 15 | SCHV | SCHWAB STRATEGIC TR | $6.0M | 2.24% | 106,093 | Added |
| 16 | IBDK | ISHARES TR | $5.9M | 2.19% | 237,267 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.7M | 2.11% | 27,317 | Added |
| 18 | IBDN | ISHARES TR | $4.9M | 1.81% | 192,206 | Added |
| 19 | IVW | ISHARES TR | $4.6M | 1.73% | 25,791 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $4.6M | 1.70% | 16,764 | Trimmed |
| 21 | IBDP | ISHARES TR | $4.1M | 1.54% | 160,975 | Added |
| 22 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.52% | 69,953 | Added |
| 23 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.42% | 41,023 | Added |
| 24 | EFA | ISHARES TR | $3.7M | 1.36% | 56,045 | Added |
| 25 | IWO | ISHARES TR | $3.3M | 1.23% | 17,230 | Trimmed |
Source: SEC Form 13F filings · as of 2019-09-30