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.
Watson Rebecca (CIK 1795711) reported $169.7M across 81 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: USMV ($24.9M, 14.66%), AGG ($18.2M, 10.73%), IUSG ($17.5M, 10.30%), JPST ($13.6M, 7.99%), GSIE ($8.8M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $24.9M | 14.66% | 390,261 | Trimmed |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $18.2M | 10.73% | 154,289 | Added |
| 3 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $17.5M | 10.30% | 218,470 | Added |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $13.6M | 7.99% | 266,800 | Added |
| 5 | GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $8.8M | 5.21% | 314,283 | Added |
| 6 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $6.3M | 3.69% | 114,124 | Added |
| 7 | QLTA | ISHARES AAA - A RATED CORPORATE BOND ETF | $5.8M | 3.42% | 100,294 | Added |
| 8 | IHI | ISHARES U.S. MEDICAL DEVICES ETF | $5.7M | 3.38% | 19,141 | Added |
| 9 | IVV | ISHARES CORE S&P 500 ETF | $5.2M | 3.05% | 15,425 | Added |
| 10 | QQQ | INVESCO QQQ TRUST | $4.4M | 2.57% | 15,688 | Added |
| 11 | AAPL | APPLE INC COM | $4.2M | 2.46% | 36,113 | Added |
| 12 | ICSH | ISHARES LIQUIDITY INCOME ETF | $3.8M | 2.24% | 75,084 | Added |
| 13 | GOVT | ISHARES U.S. TREASURY BOND ETF | $3.8M | 2.24% | 136,254 | Trimmed |
| 14 | VZ | VERIZON COMMUNICATIONS INC COM | $3.5M | 2.09% | 59,580 | Added |
| 15 | IJH | ISHARES S&P MIDCAP FUND | $3.0M | 1.79% | 16,378 | Trimmed |
| 16 | T | AT&T INC COM | $2.3M | 1.34% | 80,032 | Trimmed |
| 17 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | $2.2M | 1.33% | 17,481 | Trimmed |
| 18 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $2.1M | 1.22% | 30,438 | Trimmed |
| 19 | INTC | INTEL CORP COM | $1.9M | 1.12% | 36,751 | Added |
| 20 | SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.6M | 0.94% | 50,752 | Added |
| 21 | FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $1.6M | 0.92% | 40,958 | Trimmed |
| 22 | DSI | ISHARES MSCI KLD 400 SOCIAL ETF | $1.2M | 0.73% | 9,650 | Added |
| 23 | PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $1.2M | 0.70% | 44,562 | Added |
| 24 | EAGG | ISHARES ESG AWARE U.S. AGGREGATE BOND ETF | $1.1M | 0.67% | 20,146 | Added |
| 25 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $1.1M | 0.63% | 7,992 | Trimmed |
Source: SEC Form 13F filings · as of 2020-09-30