Adaptive Financial Consulting

Latest statistics and disclosures from Adaptive Financial Consulting's latest quarterly 13F-HR filing:

  • Adaptive Financial Consulting was a net seller of stock by $0.

Portfolio Holdings for Adaptive Financial Consulting

Companies in the Adaptive Financial Consulting portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 24.13 223860 112.37
Vanguard Short Term Corporate Bond ETF (VCSH) 12.02 154626 81.03
Ishares Tr usa min vo 9.01 143199 65.60
Ishares Tr Msci Usa Momentum Factor 8.81 73114 125.56
Vanguard REIT ETF (VNQ) 7.28 81831 92.79
iShares S&P; 500 Growth Index (IVW) 6.85 36891 193.65
Invesco Qqq Trust Series 1 6.06 29700 212.59
Ishares Core Msci Eafe Etf core msci eafe 5.58 89152 65.24
Vanguard Health Care ETF (VHT) 5.15 28020 191.76
Vanguard Consumer Discretionary ETF (VCR) 5.02 27622 189.49
Ishares Inc core msci emkt 4.02 78032 53.76
Ares Capital Corporation (ARCC) 1.08 60156 18.65
Pimco Dynamic Credit Income other 0.76 31556 25.19
iShares S&P; 500 Index (IVV) 0.71 2298 323.32
Main Street Capital Corporation (MAIN) 0.62 15102 43.11
Vanguard Short-Term Bond ETF (BSV) 0.54 7002 80.55
Golub Capital BDC (GBDC) 0.54 30458 18.45
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.47 4824 101.58
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.45 3662 128.07
Apple (AAPL) 0.32 1128 293.44
iShares S&P; MidCap 400 Index (IJH) 0.29 1464 205.60
Vanguard Total Stock Market ETF (VTI) 0.27 1695 163.42