Abundance Wealth Counselors

Latest statistics and disclosures from Abundance Wealth Counselors's latest quarterly 13F-HR filing:

Companies in the Abundance Wealth Counselors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 28.83 317385 -2% 298.52
Ishares Core Msci Eafe Etf core msci eafe 18.72 1.01M +3% 61.07
Fidelity low volity etf 10.60 948764 +7% 36.72
Ishares Inc core msci emkt 9.96 667600 49.02
iShares S&P; MidCap 400 Index (IJH) 7.52 127935 +2% 193.23
iShares S&P; SmallCap 600 Index (IJR) 4.90 206865 -2% 77.84
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 4.81 493060 +8% 32.05
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 4.18 121154 +8% 113.35
Ishares Tr core strm usbd 3.68 239263 +2% 50.49
Vanguard Total Stock Market ETF (VTI) 1.45 31582 151.00
iShares Russell 2000 Index (IWM) 1.43 30952 151.33
Ishares Core Intl Stock Etf core 1.24 70372 -2% 57.76
Kimberly-Clark Corporation (KMB) 0.37 8469 142.05
Apple (AAPL) 0.37 5454 +13% 224.06
iShares Dow Jones US Technology (IYW) 0.21 3327 204.09
iShares Russell 1000 Index (IWB) 0.20 3919 164.58
iShares S&P; 1500 Index Fund (ISI) 0.14 6917 -2% 67.08
Alphabet Inc Class A cs 0.14 370 +60% 1221.62
Exelon Corporation (EXC) 0.13 8521 48.35
JPMorgan Chase & Co. (JPM) 0.12 3276 +37% 117.83
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.12 4356 87.47
Hubbell 0.10 2532 131.52
AT&T; (T) 0.09 8240 -3% 37.86
Verizon Communications (VZ) 0.09 4830 NEW 60.46
Microsoft Corporation (MSFT) 0.08 1991 139.13
First Financial Ban (FFBC) 0.08 10182 24.45
Amgen (AMGN) 0.08 1286 NEW 193.62
Walt Disney Company (DIS) 0.07 1797 NEW 130.22
Intel Corporation (INTC) 0.07 4644 NEW 51.46
Public Service Enterprise (PEG) 0.07 3871 62.00
Facebook Inc cl a 0.07 1235 NEW 178.14
PNC Financial Services (PNC) 0.06 1430 NEW 139.86
Sirius Xm Holdings 0.04 18979 6.27

Past 13F-HR SEC Filings by Abundance Wealth Counselors

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