NEXT Financial Holdings 13F Holdings · last filed Q1 2019

Name: NEXT Financial Holdings 13F Holdings (last filed Q1 2019): 1,723 Securities, $395M
Creator: ko.io

NEXT Financial Holdings reported 1,723 securities worth $394.72M in its SEC 13F filing for Q1 2019 (period ended 2019-03-31). Top holdings: SHY (13.05%), SCHO (6.54%), VGSH (6.54%). Among its top 25 positions this quarter: 25 new.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SHY	ISHARES TR	$51.5M	13.05%	612,353	New
2	SCHO	SCHWAB STRATEGIC TR	$25.8M	6.54%	514,620	New
3	VGSH	VANGUARD SCOTTSDALE FDS	$25.8M	6.54%	427,525	New
4	NEAR	ISHARES US ETF TR	$11.2M	2.83%	222,153	New
5	BIL	SPDR SER TR	$6.3M	1.58%	68,262	New
6	AAPL	APPLE INC	$5.7M	1.44%	30,020	New
7	HYG	ISHARES TR	$4.2M	1.05%	48,031	New
8	IEF	ISHARES TR	$4.1M	1.04%	38,410	New
9	JNK	SPDR SERIES TRUST	$3.6M	0.92%	100,468	New
10	BSV	VANGUARD BD INDEX FD INC	$3.6M	0.91%	44,913	New
11	BIV	VANGUARD BD INDEX FD INC	$3.3M	0.84%	39,589	New
12	BLV	VANGUARD BD INDEX FD INC	$3.3M	0.84%	36,038	New
13	VGT	VANGUARD WORLD FDS	$3.2M	0.81%	15,838	New
14	VTI	VANGUARD INDEX FDS	$3.2M	0.81%	22,217	New
15	VNQ	VANGUARD INDEX FDS	$3.1M	0.78%	35,282	New
16	BRKB	BERKSHIRE HATHAWAY INC DEL	$3.0M	0.76%	14,840	New
17	VCR	VANGUARD WORLD FDS	$2.9M	0.73%	16,782	New
18	VPU	VANGUARD WORLD FDS	$2.9M	0.73%	22,267	New
19	VDC	VANGUARD WORLD FDS	$2.8M	0.72%	19,595	New
20	VOX	VANGUARD WORLD FDS	$2.8M	0.71%	33,367	New
21	VAW	VANGUARD WORLD FDS	$2.7M	0.70%	22,306	New
22	VDE	VANGUARD WORLD FDS	$2.8M	0.70%	30,887	New
23	VIS	VANGUARD WORLD FDS	$2.8M	0.70%	19,703	New
24	VHT	VANGUARD WORLD FDS	$2.7M	0.69%	15,788	New
25	VFH	VANGUARD WORLD FDS	$2.7M	0.68%	41,709	New

Source: SEC Form 13F filings · as of 2019-03-31

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR