Sanford Advisory Services, LLC 13F Holdings · last filed Q4 2022
Sanford Advisory Services, LLC reported 119 securities worth $419.89M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: USMV (8.11%), GSLC (7.94%), IJH (7.85%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES TR MSCI USA MIN VOL | $34.1M | 8.11% | 472,229 | Added |
| 2 | GSLC | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $33.3M | 7.94% | 437,897 | Trimmed |
| 3 | IJH | ISHARES TR CORE S&P MCP ETF | $33.0M | 7.85% | 136,286 | Trimmed |
| 4 | IVV | ISHARES TR CORE S&P500 ETF | $29.5M | 7.01% | 76,657 | Trimmed |
| 5 | SYK | STRYKER CORPORATION | $28.5M | 6.78% | 116,485 | Trimmed |
| 6 | DGRO | ISHARES TR CORE DIV GRWTH | $27.3M | 6.50% | 545,970 | Trimmed |
| 7 | AAPL | APPLE INCORPORATED | $24.6M | 5.86% | 189,490 | Added |
| 8 | SMLF | ISHARES TRUST MSCI USA SMALL CAP | $11.1M | 2.64% | 222,935 | Added |
| 9 | DVY | ISHARES TR SELECT DIVID ETF | $10.8M | 2.58% | 89,715 | Added |
| 10 | XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $10.6M | 2.53% | 198,244 | Trimmed |
| 11 | BSV | VANGUARD SHORT-TERM BOND ETF | $9.3M | 2.22% | 123,557 | Added |
| 12 | ACWV | ISHARES INCORPORATED MSCI GBL MIN VOL | $8.5M | 2.04% | 89,940 | Added |
| 13 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $7.9M | 1.87% | 22,385 | Added |
| 14 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $7.8M | 1.86% | 172,600 | Added |
| 15 | AGG | ISHARES TR CORE US AGGBD ET | $7.5M | 1.78% | 77,038 | Added |
| 16 | ITOT | ISHARES TR CORE S&P TTL STK | $6.7M | 1.59% | 78,866 | Trimmed |
| 17 | DFIV | DIMENSIONAL ETF TRUST INTL VALUE ETF | $6.3M | 1.50% | 207,798 | Added |
| 18 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $5.9M | 1.42% | 144,450 | Added |
| 19 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $4.8M | 1.15% | 96,473 | Trimmed |
| 20 | MUB | ISHARES TR NATIONAL MUN ETF | $4.8M | 1.14% | 45,186 | Added |
| 21 | XSLV | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $4.0M | 0.96% | 89,924 | Trimmed |
| 22 | SUB | ISHARES TR SHRT NAT MUN ETF | $3.8M | 0.91% | 36,445 | Added |
| 23 | MTUM | ISHARES TRUST MSCI USA MMENTM | $3.7M | 0.89% | 25,678 | Added |
| 24 | EFAV | ISHARES TR MSCI EAFE MIN VL | $3.7M | 0.88% | 58,251 | Trimmed |
| 25 | SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $3.7M | 0.87% | 57,272 | Added |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR