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.
Live Your Vision, LLC (CIK 1484721) reported $329.6M across 287 reported positions in its SEC 13F filing for 2019-03-31. Largest positions: SCHZ ($45.5M, 13.81%), SCHE ($26.6M, 8.08%), SCHF ($26.4M, 8.02%), IVW ($19.4M, 5.87%), FLRN ($19.2M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $45.5M | 13.81% | 884,148 | Trimmed |
| 2 | SCHE | SCHWAB EMERGING MARKET EQ ETF | $26.6M | 8.08% | 990,115 | Trimmed |
| 3 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $26.4M | 8.02% | 820,613 | Trimmed |
| 4 | IVW | ISHARES S&P 500 GROWTH ETF | $19.4M | 5.87% | 108,751 | Added |
| 5 | FLRN | SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF | $19.2M | 5.82% | 624,825 | Trimmed |
| 6 | SCHX | SCHWAB STRATEGIC TR US LRG CAP ETF | $18.1M | 5.49% | 258,376 | Added |
| 7 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $17.6M | 5.35% | 396,503 | Added |
| 8 | SPHQ | INVESCO S&P 500 QUALITY ETF | $14.1M | 4.28% | 424,852 | Added |
| 9 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | $13.1M | 3.96% | 260,853 | Added |
| 10 | SCHV | SCHWAB US LARGE CAP VALUE ETF | $10.7M | 3.26% | 190,475 | Trimmed |
| 11 | SCHG | SCHWAB US LARGE CAP GROWTH ETF | $9.6M | 2.92% | 116,487 | Added |
| 12 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $8.4M | 2.54% | 160,709 | Trimmed |
| 13 | DLN | WISDOMTREE LARGE CAP DIVIDEND | $7.5M | 2.26% | 77,048 | Added |
| 14 | SHM | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF | $5.3M | 1.61% | 109,529 | Added |
| 15 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $5.1M | 1.55% | 64,228 | Added |
| 16 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | $5.0M | 1.51% | 175,336 | Added |
| 17 | EMB | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $5.0M | 1.51% | 45,428 | Added |
| 18 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.3M | 1.29% | 78,023 | Added |
| 19 | PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF | $4.1M | 1.23% | 237,774 | Added |
| 20 | MRK | MERCK & CO INC | $4.0M | 1.22% | 53,873 | Added |
| 21 | AOK | ISHARES CONSERVATIVE ALLOCATION FUND | $3.7M | 1.13% | 107,186 | Added |
| 22 | AMJ | JP MORGAN ALERIAN MLP ETN | $3.5M | 1.05% | 135,514 | Added |
| 23 | KNOW | DIREXION ALL CAP INSIDER SENTIMENT SHARES | $3.4M | 1.03% | 85,491 | Trimmed |
| 24 | CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $3.1M | 0.94% | 29,991 | Trimmed |
| 25 | FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF | $3.0M | 0.91% | 93,893 | Trimmed |
Source: SEC Form 13F filings · as of 2019-03-31