Sightline Wealth Advisors

Sightline Wealth Advisors as of June 30, 2021

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 53 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco S&p 500 Equal Weight Etf Etf (RSP) 17.9 $22M 144k 150.73
Goldman Sachs Acces Treas 0 1 Yr Etf Etf (GBIL) 14.8 $18M 178k 100.11
Schwab International Equity Etf Etf (SCHF) 7.4 $9.0M 228k 39.45
Charles Schwab Us Mc Etf Etf (SCHM) 6.9 $8.3M 106k 78.27
Spdr Blackstone Senior Loan Etf Iv Etf (SRLN) 6.5 $7.9M 170k 46.29
Schwab Us Small Cap Etf Etf (SCHA) 5.3 $6.4M 61k 104.19
Schwab Emerging Markets Equity Etf Etf (SCHE) 5.1 $6.2M 187k 32.88
Ishares Core Msci Totl Intl Stck Etf Etf (IXUS) 3.6 $4.3M 59k 73.30
Pimco Income Strategy Ii Etf (PFN) 3.3 $4.0M 365k 10.98
Ishares Core S&p 500 Etf Iv Etf (IVV) 3.2 $3.9M 9.1k 429.94
Spdr S&p 500 Etf Iv Etf (SPY) 2.7 $3.3M 7.7k 428.00
Vanguard Mid Cap Etf Iv Etf (VO) 2.7 $3.3M 14k 237.31
Wsdmtre Emrg Mkt Ex Stt Own Enter Et Etf (XSOE) 1.4 $1.7M 39k 42.06
Invesco Qqq Trust Series 1 (QQQ) 1.2 $1.5M 4.1k 354.53
Ark Innovation Etf Iv Etf (ARKK) 1.2 $1.4M 11k 130.80
Ishares Russell 1000 Etf Iv Etf (IWB) 1.0 $1.2M 4.9k 242.05
Global X Superdividend Reit Etf Etf 0.8 $970k 98k 9.89
Ark Genomic Revolution Etf Etf (ARKG) 0.8 $947k 10k 92.45
Ishares Floating Rate Bond Etf Iv Etf (FLOT) 0.8 $945k 19k 50.81
Spdr Portfolio S&p 600 Sml Cp Etf Iv Etf (SPSM) 0.8 $926k 21k 43.92
Ishares Russell 2000 Etf Iv Etf (IWM) 0.8 $913k 4.0k 229.45
Spdr Nuveen Bloomberg Barclays Short Term Muni Bond Etf Etf (SHM) 0.7 $839k 17k 49.57
Ishares Msci Emerging Markets Etf Iv Etf (EFA) 0.6 $775k 14k 55.18
Vanguard Ftse All World Ex Us Etf Iv Etf (VEU) 0.6 $704k 11k 63.42
Microsoft Corporation (MSFT) 0.6 $701k 2.6k 271.07
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.6 $699k 14k 51.25
Vanguard Consumer Discretiona Etf Iv Etf (VCR) 0.5 $660k 2.1k 313.99
Pfizer (PFE) 0.5 $635k 16k 39.17
Kraneshares Csi China Internet Etf Etf (KWEB) 0.5 $608k 8.7k 69.76
Delaware Inv Mn Mun Inc Fd I 0.5 $603k 43k 14.14
Vanguard Ftse Emerging Mark Etf Iv Etf (VWO) 0.5 $592k 11k 54.28
Templeton Global Income Fund (SABA) 0.5 $589k 105k 5.60
Defiance Next Gen Connectivity Etf Etf (FIVG) 0.5 $585k 15k 38.04
Vanguard Ftse Developed Mats Etf Iv Etf (VEA) 0.4 $537k 10k 51.55
Ishares Russell 1000 Growth Etf Iv Etf (IWF) 0.4 $504k 1.9k 271.70
Ishares Russell 3000 Etf Iv Etf (IWV) 0.4 $496k 1.9k 255.93
First Trust Internet Index Cf Etf Iv Etf (FDN) 0.4 $452k 1.8k 244.72
Schwab Us Aggregate Bondetf Etf (SCHZ) 0.4 $439k 8.0k 54.62
Schwab Us Broad Market Etf Etf (SCHB) 0.4 $433k 4.2k 104.16
Fidelity Msci Infor Techindx Etf Iv Etf (FTEC) 0.3 $396k 3.4k 117.68
Ishares Core Aggressive Alloc Etf Iv Etf (AOA) 0.3 $384k 5.4k 70.74
Ishares Msci Eafe Etf Iv Etf (EFG) 0.3 $340k 4.3k 78.83
Vanguard Value Etf Iv Etf (VTV) 0.3 $337k 2.5k 137.27
Ishares Global Utilitiesetf Iv Etf (JXI) 0.3 $305k 5.1k 59.47
Spdr S&p Midcap 400 Etf Iv Etf (MDY) 0.2 $281k 572.00 491.26
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.2 $271k 1.7k 160.35
Citigroup (C) 0.2 $250k 3.5k 70.86
Spdr Nuveen Blmbrg Brclys Hg Etf Iv Etf (HYMB) 0.2 $218k 3.6k 60.91
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 0.2 $206k 1.1k 186.76
Vanguard Total International Bnd Etf Etf (BNDX) 0.2 $202k 3.5k 57.24
Nuveen Muni Value Fund (NUV) 0.2 $198k 17k 11.53
Pioneer Municipal High Income Trust (MHI) 0.1 $136k 10k 13.03
Nuveen Select Maturities Mun Fund (NIM) 0.1 $135k 12k 10.93