APCM Wealth Management for Individuals

Latest statistics and disclosures from APCM Wealth Management for Individuals's latest quarterly 13F-HR filing:

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Positions held by APCM Wealth Management for Individuals consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for APCM Wealth Management for Individuals

Companies in the APCM Wealth Management for Individuals portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 21.5 $106M +5% 282k 373.88
Vanguard Total Bond Market ETF (BND) 11.0 $54M -8% 611k 88.19
iShares S&P MidCap 400 Index (IJH) 9.2 $45M +7% 195k 229.83
iShares S&P Natl AMTFr Mncpl Bd (MUB) 7.9 $39M 332k 117.20
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 7.8 $38M -30% 556k 69.09
Nuveen Barclays Shrt Term Muni bdfund (SHM) 6.1 $30M +7% 602k 49.79
Flexshares Tr (NFRA) 4.8 $23M +17% 435k 53.76
iShares S&P SmallCap 600 Index (IJR) 4.0 $20M -8% 214k 91.90
Ishares Inc core msci emkt (IEMG) 3.9 $19M -26% 306k 62.04
IQ Hedge Multi-Strategy Tracker (QAI) 3.5 $17M NEW 532k 31.93
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.0 $15M +12% 251k 58.55
Jp Morgan Exchange Traded Fd cmn (BBRE) 2.6 $13M +3% 163k 79.15
Vanguard Short-Term Bond ETF (BSV) 2.4 $12M NEW 140k 82.90
Invesco Actively Managd Etf optimum yield (PDBC) 2.2 $11M -19% 698k 15.26

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Vanguard Malvern Fds strm infproidx (VTIP) 2.0 $9.8M -49% 192k 51.10
Apple (AAPL) 1.4 $6.8M 52k 132.70
Invesco Van Kampen Muni Opp Trust (VMO) 0.8 $3.9M -14% 301k 12.82
Schwab U S Broad Market ETF (SCHB) 0.7 $3.5M +4% 39k 90.99
Flexshares Tr qualt divd idx (QDF) 0.6 $2.9M -53% 60k 49.44
Pacer Fds Tr Bnchmrk Indstr etp (INDS) 0.6 $2.7M -10% 75k 36.80
Dbx Etf Tr Xtrackers s&p (SNPE) 0.6 $2.7M +6% 82k 32.85
Innovator Etfs Tr s&p 500 power (PNOV) 0.4 $2.2M NEW 76k 28.96
Schwab Strategic Tr us aggregate b (SCHZ) 0.3 $1.6M +5% 28k 56.02
Schwab International Equity ETF (SCHF) 0.2 $1.1M +7% 30k 36.00
iShares MSCI EAFE Index Fund (EFA) 0.2 $921k +2% 13k 72.99
Ishares Tr msci eafe esg (ESGD) 0.2 $869k -45% 12k 73.04
Vanguard Growth ETF (VUG) 0.2 $863k -2% 3.4k 253.30
Vanguard Value ETF (VTV) 0.2 $859k -3% 7.2k 118.99
Vanguard Total Stock Market ETF (VTI) 0.2 $739k 3.8k 194.68
Microsoft Corporation (MSFT) 0.1 $655k -7% 2.9k 222.34
Flexshares Tr intl qltdv idx (IQDF) 0.1 $644k -75% 27k 24.16
Phillips 66 (PSX) 0.1 $639k 9.1k 69.94
ConocoPhillips (COP) 0.1 $602k 15k 40.02
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $535k +5% 17k 30.67
Ishares Us Etf Tr bloomberg roll (CMDY) 0.1 $484k 11k 45.55
Berkshire Hathaway (BRK.B) 0.1 $476k -3% 2.1k 231.63
Pepsi (PEP) 0.1 $469k 3.2k 148.32
Ishares Inc msci em esg se (ESGE) 0.1 $447k -34% 11k 41.98
Amazon (AMZN) 0.1 $368k NEW 113.00 3256.64
Vanguard Small-Cap Growth ETF (VBK) 0.1 $345k 1.3k 267.65
McDonald's Corporation (MCD) 0.1 $344k 1.6k 214.33
Schwab Strategic Tr us reit etf (SCHH) 0.1 $301k +11% 7.9k 38.02
Vanguard REIT ETF (VNQ) 0.1 $301k 3.5k 84.86
Vanguard Emerging Markets ETF (VWO) 0.1 $285k 5.7k 50.18
Ishares Tr core msci pac (IPAC) 0.1 $277k 4.3k 64.46
Boeing Company (BA) 0.1 $276k -5% 1.3k 213.79
Exxon Mobil Corporation (XOM) 0.1 $274k -4% 6.6k 41.28
DTE Energy Company (DTE) 0.1 $256k NEW 2.1k 121.44
Ishares Msci Usa Quality Facto invalid (QUAL) 0.0 $236k -29% 2.0k 115.97
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.0 $218k 4.2k 52.39
Crh Medical Corp cs (CRHM) 0.0 $51k 22k 2.32

Past Filings by APCM Wealth Management for Individuals

SEC 13F filings are viewable for APCM Wealth Management for Individuals going back to 2017