Advisory Services & Investments

Latest statistics and disclosures from Advisory Services & Investments's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Advisory Services & Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Advisory Services & Investments

Companies in the Advisory Services & Investments portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 15.2 $19M 287k 65.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 15.0 $19M 143k 129.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 12.3 $15M 282k 53.95
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.3 $10M 162k 63.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.0 $9.8M 59k 165.62
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.3 $6.5M 80k 81.66
Barclays Bank Djubs Cmdt Etn36 (DJP) 4.7 $5.8M 247k 23.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.5 $5.5M 175k 31.78
Ishares Msci Frontier (FM) 3.8 $4.7M 160k 29.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.4 $4.2M 48k 87.18
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 2.9 $3.6M 217k 16.59
Ishares Tr Core Msci Pac (IPAC) 2.7 $3.3M 50k 66.58
Spdr Ser Tr Blomberg Intl Tr (BWX) 2.6 $3.2M 109k 29.14
Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $3.1M 75k 41.09

Setup an alert

Advisory Services & Investments will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Alps Etf Tr Alerian Mlp (AMLP) 2.2 $2.7M 88k 30.50
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 2.0 $2.5M 93k 26.77
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.2M 24k 91.86
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.1M 18k 61.14
Ishares Msci Eurzone Etf (EZU) 0.8 $989k 21k 46.44
Vanguard Index Fds Value Etf (VTV) 0.4 $540k 4.1k 131.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $524k 2.2k 243.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $208k 5.5k 37.66

Past Filings by Advisory Services & Investments

SEC 13F filings are viewable for Advisory Services & Investments going back to 2021