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| Name: |
Selective Wealth Management |
| City: |
LYNCHBURG |
| State: |
VA |
| Zip: |
24504 |
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data |
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| Holdings
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20 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWF |
iShares Russell 1000 Growth |
26 |
New |
$351.27 |
$1,521,000 |
4,572 |
0.66% |
1,521,000 |
4,572 |
0.002 |
Closed - End Fund - E... |
|
|
SCHB |
Schwab Strategic Trust |
27 |
New |
$61.77 |
$1,494,000 |
24,953 |
0.65% |
1,494,000 |
24,953 |
0.013 |
Closed - End Fund - Debt |
|
|
XLK |
SPDR Technology Sector |
32 |
New |
$215.60 |
$1,139,000 |
5,566 |
0.49% |
1,139,000 |
5,566 |
0.002 |
Closed - End Fund - E... |
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VTV |
Vanguard Value VIPERS |
37 |
New |
$160.39 |
$917,000 |
5,773 |
0.4% |
917,000 |
5,773 |
0.001 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
43 |
New |
$80.89 |
$762,000 |
9,299 |
0.33% |
762,000 |
9,299 |
0.003 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
46 |
New |
$181.31 |
$660,000 |
3,719 |
0.29% |
660,000 |
3,719 |
0.001 |
Closed - End Fund - Debt |
|
|
FTEC |
Fidelity Msci Information T... |
51 |
New |
$163.38 |
$614,000 |
4,018 |
0.27% |
614,000 |
4,018 |
0.008 |
N/A |
|
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XLE |
SPDR Energy Sector |
57 |
New |
$89.99 |
$551,000 |
5,630 |
0.24% |
551,000 |
5,630 |
0 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
58 |
New |
$0.00 |
$544,000 |
7,467 |
0.24% |
544,000 |
7,467 |
0 |
N/A |
|
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EPRT |
Essential Properties Realty... |
59 |
New |
$27.45 |
$528,000 |
20,873 |
0.23% |
528,000 |
20,873 |
0.012 |
N/A |
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CLSM |
Cabana Target Leading Secto... |
73 |
New |
$0.00 |
$362,000 |
17,993 |
0.16% |
362,000 |
17,993 |
0.174 |
N/A |
|
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FNDF |
Schwab Fundamental Internat... |
79 |
New |
$35.85 |
$317,000 |
9,008 |
0.14% |
317,000 |
9,008 |
0.001 |
N/A |
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IWO |
iShares Russell 2000 Growth |
80 |
New |
$259.40 |
$311,000 |
1,200 |
0.14% |
311,000 |
1,200 |
0.003 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
92 |
New |
$849.99 |
$252,000 |
331 |
0.11% |
252,000 |
331 |
0 |
Drug Manufacturers - ... |
|
|
XT |
Ishares Exponential Technol... |
93 |
New |
$0.00 |
$249,000 |
4,268 |
0.11% |
249,000 |
4,268 |
0.008 |
N/A |
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NFLX |
Netflix Inc |
96 |
New |
$641.47 |
$239,000 |
387 |
0.1% |
239,000 |
387 |
0 |
Music & Video Stores |
|
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ONEQ |
Fidelity NASD Comp Index Fund |
97 |
New |
$67.48 |
$220,000 |
3,460 |
0.1% |
220,000 |
3,460 |
0.004 |
Closed - End Fund - Debt |
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CVX |
Chevron Corp |
98 |
New |
$156.08 |
$216,000 |
1,326 |
0.09% |
216,000 |
1,326 |
0 |
Integrated Oil & Gas |
|
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WM |
Waste Management Inc |
99 |
New |
$200.55 |
$214,000 |
1,029 |
0.09% |
214,000 |
1,029 |
0 |
Waste Management |
|
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IWD |
iShares Russell 1000 Value |
100 |
New |
$175.47 |
$210,000 |
1,200 |
0.09% |
210,000 |
1,200 |
0 |
Closed - End Fund - E... |
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