Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SHINE INVESTMENT ADVISORY SERVICES INC 13F Holdings -- Portfolio & Top Positions (2020-09-30)

SHINE INVESTMENT ADVISORY SERVICES INC (CIK 1002912) reported $295.1M across 744 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: DGRO ($37.2M, 12.61%), EFAV ($28.3M, 9.57%), QUAL ($21.1M, 7.15%), ISCF ($19.7M, 6.66%), VCIT ($15.6M, 5.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DGROISHARES TR$37.2M12.61%935,118Added
2EFAVISHARES TR$28.3M9.57%414,719Added
3QUALISHARES TR$21.1M7.15%203,280Added
4ISCFISHARES TR$19.7M6.66%654,287Trimmed
5VCITVANGUARD SCOTTSDALE FDS$15.6M5.27%162,436Added
6IJHISHARES TR$14.7M4.99%79,506Added
7IWFISHARES TR$12.9M4.39%59,687Trimmed
8MDYSPDR S&P MIDCAP 400 ETF TR$10.3M3.48%30,346Trimmed
9VUGVANGUARD INDEX FDS$9.3M3.15%40,832Trimmed
10RPGINVESCO EXCHANGE TRADED FD T$6.8M2.30%47,960Trimmed
11AAPLAPPLE INC$4.8M1.63%41,408Added
12VIGVANGUARD SPECIALIZED FUNDS$3.6M1.20%27,635Trimmed
13VOVANGUARD INDEX FDS$3.5M1.18%19,763Trimmed
14AMZNAMAZON COM INC$2.7M0.93%872Added
15VTVVANGUARD INDEX FDS$2.7M0.90%25,412Hold
16BNDVANGUARD BD INDEX FDS$2.6M0.88%29,483Added
17IVVISHARES TR$2.5M0.86%7,552Trimmed
18MSFTMICROSOFT CORP$2.3M0.77%10,839Added
19ACWVISHARES INC$2.3M0.77%24,666Trimmed
20MGKVANGUARD WORLD FD$2.1M0.73%11,545Trimmed
21CWBSPDR SER TR$2.2M0.73%31,360Hold
22DLNWISDOMTREE TR$1.8M0.61%18,409Hold
23PRFINVESCO EXCHANGE TRADED FD T$1.8M0.60%15,498Trimmed
24IWVISHARES TR$1.8M0.59%8,959Added
25ADBEADOBE SYSTEMS INCORPORATED$1.7M0.57%3,408Added

Source: SEC Form 13F filings · as of 2020-09-30