APCM Wealth Management for Individuals

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

Companies in the APCM Wealth Management for Individuals portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 14.14 395030 -34% 296.77
Vanguard Total Bond Market ETF (BND) 11.40 1.12M -8% 84.43
iShares S&P; MidCap 400 Index (IJH) 11.20 480680 +4% 193.23
Ishares Core Msci Eafe Etf core msci eafe 8.67 1.18M -14% 61.07
iShares MSCI EAFE Index Fund (EFA) 7.71 979550 +48% 65.21
Ishares Inc core msci emkt 6.92 1.17M +6% 49.02
iShares S&P; SmallCap 600 Index (IJR) 6.14 653873 +15% 77.84
Jp Morgan Exchange Traded Fd cmn 5.52 507763 -18% 90.07
Flexshares Tr 4.38 701887 +23% 51.74
Vanguard Malvern Fds strm infproidx 4.20 709094 -12% 49.05
Vanguard Charlotte Fds intl bd idx etf 3.99 561711 +15% 58.83
Ishares Tr usa min vo 3.40 439342 NEW 64.10
Flexshares Tr qualt divd idx 2.58 470125 +7% 45.44
iShares Lehman Short Treasury Bond (SHV) 2.27 170349 +4% 110.62
Schwab Strategic Tr 0 1.82 265630 +123% 56.76
Ubs Ag Jersey Brh fund 1.41 834226 +46% 14.05
Invesco Actively Managd Etf optimum yield 1.31 696215 -38% 15.62
iShares Brclys Intrdte Gov/Crt Bd Fd (GVI) 1.03 75550 +29% 113.22
iShares S&P; 500 Index (IVV) 0.55 15140 +54% 298.55
Nuveen Barclays Shrt Term Muni bdfund 0.50 84475 -86% 48.98
J P Morgan Exchange Traded F diversified et 0.27 89103 -90% 24.95
iShares S&P; 500 Value Index (IVE) 0.14 9954 119.15
iShares Russell 2000 Index (IWM) 0.08 4450 NEW 151.24
Vanguard Short Term Corporate Bond ETF (VCSH) 0.08 8040 81.09
Vanguard REIT ETF (VNQ) 0.07 6153 93.29
Jpmorgan Exchange Traded Fd Betabuldrs Cda 0.07 23670 +23% 25.01
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 0.06 13200 35.30
Vanguard High Dividend Yield ETF (VYM) 0.05 4786 -65% 88.80
WisdomTree MidCap Dividend Fund (DON) 0.03 7950 36.35
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.02 3750 -45% 53.60
Download CSV Download APCM Wealth Management for Individuals holdings as csv

Past 13F-HR SEC Filings by APCM Wealth Management for Individuals

View All Filings