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.
JOYN Advisors, Inc. (CIK 1493936) reported $300.5M across 108 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: IWD ($46.1M, 15.36%), VTV ($38.9M, 12.95%), VUG ($32.3M, 10.75%), IWF ($31.8M, 10.58%), IWN ($18.4M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $46.1M | 15.36% | 465,243 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $38.9M | 12.95% | 436,958 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $32.3M | 10.75% | 206,142 | Trimmed |
| 4 | IWF | ISHARES TR | $31.8M | 10.58% | 210,995 | Trimmed |
| 5 | IWN | ISHARES TR | $18.4M | 6.13% | 224,618 | Trimmed |
| 6 | USRT | ISHARES TR | $17.8M | 5.94% | 455,404 | Trimmed |
| 7 | IEFA | ISHARES TR | $15.5M | 5.17% | 311,535 | Trimmed |
| 8 | IWO | ISHARES TR | $14.6M | 4.86% | 92,247 | Trimmed |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | $13.0M | 4.32% | 302,321 | Trimmed |
| 10 | VBR | VANGUARD INDEX FDS | $7.6M | 2.53% | 85,635 | Added |
| 11 | RWX | SPDR INDEX SHS FDS | $5.9M | 1.98% | 222,165 | Added |
| 12 | VBK | VANGUARD INDEX FDS | $4.7M | 1.56% | 31,224 | Added |
| 13 | AAPL | APPLE INC | $3.8M | 1.28% | 15,093 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.00% | 19,052 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $2.5M | 0.83% | 74,152 | Trimmed |
| 16 | EFA | ISHARES TR | $2.0M | 0.67% | 37,413 | Trimmed |
| 17 | HD | HOME DEPOT INC | $1.7M | 0.58% | 9,305 | Added |
| 18 | AMZN | AMAZON COM INC | $1.4M | 0.47% | 732 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.46% | 7,490 | Added |
| 20 | ACWI | ISHARES TR | $1.2M | 0.41% | 19,788 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.36% | 8,160 | Added |
| 22 | MMM | 3M CO | $1.1M | 0.35% | 7,812 | New |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $934,000 | 0.31% | 17,379 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $940,000 | 0.31% | 8,549 | Added |
| 25 | VNQ | VANGUARD INDEX FDS | $908,000 | 0.30% | 13,002 | Trimmed |
Source: SEC Form 13F filings · as of 2020-03-31