Colton Groome Financial Advisors

Colton Groome Financial Advisors as of June 30, 2020

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 55 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 10.1 $14M 277k 50.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 10.1 $14M 501k 27.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.9 $11M 108k 101.54
Wisdomtree Tr Yield Enhancd Us (AGGY) 7.7 $11M 196k 53.82
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.5 $10M 199k 51.63
Ishares Tr Usa Quality Fctr (QUAL) 6.3 $8.6M 90k 95.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.3 $5.9M 58k 101.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $5.3M 22k 247.59
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $4.4M 59k 74.11
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.9 $4.0M 128k 30.86
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $3.4M 102k 33.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.5 $3.4M 140k 24.35
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.3 $3.1M 51k 60.49
Ishares Msci Eurzone Etf (EZU) 2.3 $3.1M 85k 36.48
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $3.0M 17k 177.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.1 $2.9M 18k 163.92
Ishares Tr Usa Momentum Fct (MTUM) 1.7 $2.4M 18k 131.01
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.7 $2.3M 20k 114.30
Ishares Tr Jpmorgan Usd Emg (EMB) 1.6 $2.2M 20k 109.24
Dbx Etf Tr Xtrack Usd High (HYLB) 1.4 $1.9M 41k 46.76
Ishares Tr Msci Min Vol Etf (USMV) 1.1 $1.6M 26k 60.62
Ishares Tr Barclays 7 10 Yr (IEF) 1.0 $1.4M 12k 121.88
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $1.4M 13k 108.24
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.4M 6.6k 207.50
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.0 $1.4M 24k 57.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.2M 8.9k 134.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.0M 21k 50.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $907k 19k 47.62
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $816k 26k 31.34
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $804k 18k 45.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $804k 20k 39.61
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.5 $679k 27k 25.22
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.4 $586k 15k 38.81
Invesco Exchange-traded Fd T S&p Smlcp Low (XSLV) 0.4 $576k 17k 33.87
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $565k 8.3k 68.29
Ishares Tr Min Vol Eafe Etf (EFAV) 0.4 $538k 8.1k 66.09
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $524k 8.4k 62.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $518k 9.2k 56.21
Flexshares Tr Mornstar Upstr (GUNR) 0.3 $467k 17k 27.66
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.3 $463k 22k 21.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $410k 7.8k 52.65
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.3 $390k 13k 30.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $381k 4.9k 78.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $354k 5.1k 69.43
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.3 $352k 12k 30.45
Rbc Cad (RY) 0.3 $345k 5.1k 67.82
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $339k 7.3k 46.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $327k 4.0k 81.63
Ishares Tr Sh Tr Crport Etf (IGSB) 0.2 $327k 6.0k 54.72
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $316k 4.5k 70.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $252k 8.7k 28.94
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.2 $248k 4.6k 54.40
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $244k 5.4k 44.95
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $215k 1.8k 118.46
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $185k 13k 13.87