Snider Financial Group

Snider Financial Group as of Dec. 31, 2022

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 53 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core U S Aggregate Bond Etf Etf (AGG) 9.8 $18M 183k 96.99
Vanguard Dividend Appreciation Etf Etf (VIG) 8.8 $16M 105k 151.85
Ishares Mbs Etf Etf (MBB) 8.4 $15M 164k 92.75
Ishares Core S&p 500 Etf Etf (IVV) 7.4 $13M 35k 384.21
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 4.7 $8.6M 35k 242.98
Blackrock Ultra Short Term Bond Etf Etf (ICSH) 4.7 $8.5M 169k 50.04
Alphabet Inc Cl C Common Stock (GOOG) 3.3 $6.0M 68k 88.73
Ishares Msci Usa Min Volatility Factor Etf Etf (USMV) 2.8 $5.1M 71k 72.10
Ishares Global Energy Etf Etf (IXC) 2.7 $4.9M 127k 38.99
Ishares U S Financial Services Etf Etf (IYG) 2.7 $4.8M 31k 157.52
Spdr Gold Trust Gold Shares Etf (GLD) 2.4 $4.4M 26k 169.64
Boeing Company Common Stock (BA) 2.4 $4.3M 23k 190.49
Bank Of America Corp Common Stock (BAC) 2.4 $4.3M 129k 33.12
Meta Platforms Inc Cl A Common Stock (META) 2.3 $4.1M 34k 120.34
Microsoft Corp Common Stock (MSFT) 2.1 $3.8M 16k 239.82
Ishares U S Medical Devices Etf Etf (IHI) 1.9 $3.5M 67k 52.57
Ishares Core S&p Small Cap Etf Etf (IJR) 1.8 $3.2M 34k 94.64
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 1.8 $3.2M 75k 42.94
Eli Lilly & Co Common Stock (LLY) 1.8 $3.2M 8.7k 365.84
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 1.7 $3.2M 49k 64.91
Ishares Msci Usa Value Factor Etf Etf (VLUE) 1.7 $3.1M 34k 91.14
Aspen Technology Common Stock (AZPN) 1.6 $2.9M 14k 205.40
Walmart Common Stock (WMT) 1.5 $2.7M 19k 141.79
Amazon.com Common Stock (AMZN) 1.4 $2.6M 30k 84.00
Netflix Common Stock (NFLX) 1.4 $2.5M 8.6k 294.88
Vaneck Fallen Angel High Yield Etf Etf (ANGL) 1.3 $2.4M 88k 27.02
Ford Motor Common Stock (F) 1.3 $2.3M 200k 11.63
Apple Common Stock (AAPL) 1.2 $2.2M 17k 129.93
Autodesk Common Stock (ADSK) 1.2 $2.2M 12k 186.87
Walt Disney Common Stock (DIS) 1.2 $2.1M 24k 86.88
Vanguard Mun Bd Tax Exempt Bond Index Etf Etf (VTEB) 1.1 $2.1M 42k 49.49
Seagen Common Stock 1.0 $1.9M 15k 128.51
Ishares U S Treasury Bond Etf Etf (GOVT) 0.9 $1.7M 74k 22.72
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.9 $1.6M 11k 145.93
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 0.9 $1.6M 19k 84.80
General Motors Common Stock (GM) 0.8 $1.5M 44k 33.64
Liberty Media Corp Ser A Braves Group Common Stock 0.8 $1.5M 45k 32.67
Berkshire Hathaway Inc Cl A Common Stock (BRK.A) 0.5 $937k 2.00 468711.00
Ishares Core Msci Total Intl Stock Etf Etf (IXUS) 0.4 $810k 14k 57.88
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) 0.4 $740k 7.4k 99.71
Vanguard Short Term Treasury Etf Etf (VGSH) 0.4 $709k 12k 57.82
Ishares Biotechnology Etf Etf (IBB) 0.4 $677k 5.2k 131.29
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.2 $398k 4.0k 98.65
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.2 $373k 15k 25.13
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $372k 8.3k 44.93
Jpmorgan U S Value Factor Etf Etf (JVAL) 0.2 $363k 11k 33.14
Goldman Sachs Group Common Stock (GS) 0.2 $288k 838.00 343.43
General Electric Common Stock (GE) 0.1 $255k 3.0k 83.79
Jpmorgan Chase & Co Common Stock (JPM) 0.1 $246k 1.8k 134.07
Skechers Usa Inc Cl A Common Stock (SKX) 0.1 $240k 5.7k 41.95
Mgm Resorts Intl Common Stock (MGM) 0.1 $205k 6.1k 33.53
Vaneck Merk Gold Trust Etf Etf (OUNZ) 0.1 $186k 11k 17.69
Banco Santander S A Common Stock (SAN) 0.1 $99k 34k 2.95