Colton Groome Financial Advisors

Colton Groome Financial Advisors as of March 31, 2021

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 68 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 8.5 $15M 59k 260.27
Ishares Tr Russell 2000 Etf (IWM) 8.2 $15M 66k 220.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.6 $12M 84k 141.67
Ishares Tr Select Divid Etf (DVY) 6.2 $11M 97k 114.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.4 $9.7M 275k 35.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.4 $9.7M 149k 65.28
Ishares Msci Jpn Etf New (EWJ) 4.9 $8.7M 127k 68.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $6.7M 21k 319.13
Wisdomtree Tr Yield Enhancd Us (AGGY) 3.7 $6.7M 131k 51.20
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $6.7M 70k 96.03
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.5 $6.3M 213k 29.65
Ishares Tr Barclays 7 10 Yr (IEF) 3.5 $6.2M 55k 112.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $6.2M 48k 129.79
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $5.2M 76k 69.19
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.8 $5.0M 45k 111.41
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.1 $3.8M 45k 83.34
Dbx Etf Tr Xtrack Usd High (HYLB) 1.9 $3.5M 69k 49.99
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.9 $3.4M 153k 22.13
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.9 $3.4M 105k 31.93
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.2M 8.1k 397.78
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.7 $3.0M 82k 36.47
Ishares Tr Msci Ac Asia Etf (AAXJ) 1.6 $2.9M 31k 92.66
Ishares Tr Msci Eafe Min Vl (EFAV) 1.4 $2.5M 35k 72.99
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.7M 15k 113.82
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.7M 53k 31.78
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.0M 20k 51.30
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.5 $981k 36k 27.33
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $900k 18k 49.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $845k 16k 54.66
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $833k 17k 49.09
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $790k 5.6k 141.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $789k 12k 65.12
Ishares Tr Msci Eafe Etf (EFA) 0.4 $775k 10k 75.84
First Tr Value Line Divid In SHS (FVD) 0.4 $714k 19k 38.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $663k 5.1k 129.97
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $641k 12k 51.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $484k 6.5k 74.48
Rbc Cad (RY) 0.3 $469k 5.1k 92.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $467k 8.7k 53.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $463k 11k 43.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $434k 8.3k 51.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $431k 7.1k 60.62
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $409k 13k 31.31
Ishares Tr Ibonds Dec22 Etf 0.2 $400k 16k 25.48
Ishares Tr Ibonds Dec21 Etf 0.2 $400k 16k 24.84
Ishares Tr Ibonds Dec23 Etf 0.2 $397k 15k 26.12
Ishares Tr Ibonds 23 Trm Hg 0.2 $394k 16k 24.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $390k 4.3k 91.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $386k 3.6k 108.40
Ishares Tr Ibonds 21 Trm Hg 0.2 $380k 16k 24.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $370k 4.2k 87.20
Ishares Tr Ibonds 22 Trm Hg 0.2 $369k 15k 24.28
Ishares Tr National Mun Etf (MUB) 0.2 $351k 3.0k 116.15
Select Sector Spdr Tr Technology (XLK) 0.2 $329k 2.5k 132.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $309k 5.0k 61.57
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $303k 8.0k 37.89
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $300k 5.4k 55.25
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $292k 4.9k 59.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $286k 5.4k 53.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $285k 4.0k 72.15
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $251k 6.9k 36.16
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $243k 5.3k 45.86
Apple (AAPL) 0.1 $242k 2.0k 122.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $239k 2.4k 99.83
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $228k 4.0k 56.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $222k 2.4k 91.93
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $206k 3.7k 55.63
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.1 $200k 6.5k 30.67