Snider Financial Group

Snider Financial Group as of June 30, 2022

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 58 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation Etf Etf (VIG) 8.5 $16M 109k 143.47
Ishares Core U S Aggregate Bond Etf Etf (AGG) 8.2 $15M 149k 101.68
Ishares Mbs Etf Etf (MBB) 7.6 $14M 144k 97.49
Ishares Core S&p 500 Etf Etf (IVV) 5.3 $9.8M 26k 379.14
Blackrock Ultra Short Term Bond Etf Etf (ICSH) 5.1 $9.4M 188k 50.04
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 4.6 $8.5M 36k 236.34
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 4.1 $7.5M 90k 83.78
Alphabet Inc Cl C Common Stock (GOOG) 3.5 $6.5M 3.0k 2187.35
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) 3.2 $5.9M 59k 99.84
Ishares Msci Usa Min Volatility Factor Etf Etf (USMV) 2.9 $5.2M 75k 70.20
Ishares Core S&p Small Cap Etf Etf (IJR) 2.7 $5.0M 54k 92.41
Ishares Msci Usa Value Factor Etf Etf (VLUE) 2.7 $5.0M 55k 90.52
Ishares U S Financial Services Etf Etf (IYG) 2.5 $4.6M 31k 148.22
Ishares Global Energy Etf Etf (IXC) 2.4 $4.4M 129k 33.88
Meta Platforms Inc Cl A Common Stock (META) 2.3 $4.2M 26k 161.25
Ishares U S Medical Devices Etf Etf (IHI) 2.2 $4.0M 79k 50.44
Microsoft Corp Common Stock (MSFT) 2.2 $4.0M 15k 256.81
Boeing Company Common Stock (BA) 2.1 $3.9M 29k 136.71
Bank Of America Corp Common Stock (BAC) 2.1 $3.9M 124k 31.13
Citigroup Common Stock (C) 1.7 $3.2M 70k 45.99
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.7 $3.1M 49k 63.73
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.7 $3.1M 75k 41.19
Spdr Gold Trust Gold Shares Etf (GLD) 1.6 $3.0M 18k 168.45
Vaneck Fallen Angel High Yield Etf Etf (ANGL) 1.6 $2.9M 107k 27.02
Aspen Technology Common Stock 1.5 $2.7M 15k 183.71
Amazon.com Common Stock (AMZN) 1.4 $2.5M 24k 106.22
Seagen Common Stock 1.4 $2.5M 14k 176.92
Walmart Common Stock (WMT) 1.3 $2.4M 20k 121.56
Cisco Systems Common Stock (CSCO) 1.2 $2.2M 52k 42.63
Ford Motor Common Stock (F) 1.2 $2.1M 192k 11.13
Vanguard Mun Bd Tax Exempt Bond Index Etf Etf (VTEB) 1.1 $2.1M 42k 49.93
Ishares U S Treasury Bond Etf Etf (GOVT) 1.1 $2.0M 85k 23.90
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.9 $1.6M 12k 136.38
Liberty Media Corp Ser A Braves Group Common Stock 0.8 $1.5M 61k 25.14
General Motors Common Stock (GM) 0.7 $1.4M 43k 31.77
Ishares Core Msci Total Intl Stock Etf Etf (IXUS) 0.6 $1.0M 18k 57.02
Berkshire Hathaway Inc Cl A Common Stock (BRK.A) 0.4 $818k 2.00 409000.00
Vanguard Short Term Treasury Etf Etf (VGSH) 0.4 $810k 14k 58.87
Ishares Biotechnology Etf Etf (IBB) 0.3 $607k 5.2k 117.70
Goldman Sachs Group Common Stock (GS) 0.3 $524k 1.8k 297.22
Spdr S&p 500 Etf Etf (SPY) 0.3 $491k 1.3k 377.11
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.2 $413k 4.2k 99.02
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.2 $403k 15k 26.33
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $396k 8.5k 46.80
Jpmorgan U S Value Factor Etf Etf (JVAL) 0.2 $364k 11k 32.10
Veracyte Common Stock (VCYT) 0.2 $351k 18k 19.90
Skechers Usa Inc Cl A Common Stock (SKX) 0.2 $304k 8.5k 35.56
Jpmorgan Chase & Co Common Stock (JPM) 0.2 $287k 2.5k 112.77
Ishares Broad Usd Investment Grade Corp Bond Etf Etf (USIG) 0.2 $282k 5.5k 50.98
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $263k 5.3k 49.87
Irobot Corp Common Stock (IRBT) 0.1 $236k 6.4k 36.74
Ishares 1-5 Year Investment Grade Corp Bond Etf Etf (IGSB) 0.1 $202k 4.0k 50.64
Azek Company Inc Cl A Common Stock (AZEK) 0.1 $185k 11k 16.78
Vaneck Merk Gold Trust Etf Etf (OUNZ) 0.1 $185k 11k 17.57
Bausch Health Companies Common Stock (BHC) 0.1 $183k 22k 8.36
Banco Santander S A Common Stock (SAN) 0.1 $102k 37k 2.80
Everquote Inc Cl A Common Stock (EVER) 0.1 $93k 11k 8.85
Vimeo Common Stock (VMEO) 0.0 $68k 11k 5.99