APCM Wealth Management for Individuals

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

Portfolio Holdings for APCM Wealth Management for Individuals

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 16.74 234446 -10% 257.75
Vanguard Total Bond Market ETF (BND) 14.50 613009 -5% 85.35
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 11.88 379276 +20% 113.01
Ishares Core Msci Eafe Etf core msci eafe 9.19 664482 -14% 49.89
iShares S&P; MidCap 400 Index (IJH) 6.43 161349 -39% 143.86
Ishares Inc core msci emkt 4.47 398805 -43% 40.47
iShares Lehman Short Treasury Bond (SHV) 4.17 135651 -3% 111.02
Vanguard Malvern Fds strm infproidx 4.03 298854 -29% 48.72
Flexshares Tr 3.64 304066 -41% 43.21
Nuveen Barclays Shrt Term Muni bdfund 3.31 244356 -56% 48.90
iShares S&P; SmallCap 600 Index (IJR) 3.15 202594 -41% 56.11
Invesco Actively Managd Etf optimum yield 2.76 843861 -7% 11.82
Vanguard Charlotte Fds intl bd idx etf 2.76 177007 -42% 56.26
Jp Morgan Exchange Traded Fd cmn 2.67 149028 -34% 64.56
Flexshares Tr qualt divd idx 1.98 198976 -45% 35.96
Ishares Msci Usa Quality Facto invalid 0.99 44139 NEW 81.04
Apple (AAPL) 0.92 13048 254.29
Flexshares Tr intl qltdv idx 0.79 159945 -44% 17.72
Schwab U S Broad Market ETF (SCHB) 0.59 35223 +8% 60.44
Schwab Strategic Tr us aggregate b 0.39 26020 +15% 54.27
Dbx Etf Tr Xtrackers s&p 0.38 60733 +67% 22.57
Vanguard S&p 500 Etf idx fd 0.33 5071 +110% 236.84
iShares MSCI EAFE Index Fund (EFA) 0.30 20315 -92% 53.46
Vanguard Total Stock Market ETF (VTI) 0.25 7082 +10% 128.92
Ishares Tr intl dev ql fc 0.23 32715 NEW 25.86
Ishares Tr msci eafe esg 0.21 14410 +92% 53.16
Microsoft Corporation (MSFT) 0.18 4213 -23% 157.84
Vanguard Value ETF (VTV) 0.18 7432 +7% 89.07
Schwab International Equity ETF (SCHF) 0.17 24140 +9% 25.85
Vanguard Growth ETF (VUG) 0.17 3842 +3% 156.69
Vanguard Long-Term Bond ETF (BLV) 0.13 4401 106.79
Vanguard High Dividend Yield ETF (VYM) 0.13 6460 70.74
iShares iBoxx $ High Yid Corp Bond (HYG) 0.13 5872 77.15
Spdr Bloomberg Barclays High Yield Bond Etf etf 0.12 4709 94.71
iShares Dow Jones Select Dividend (DVY) 0.12 5775 73.59
Intel Corporation (INTC) 0.11 7295 -25% 54.15
Phillips 66 0.11 7231 +149% 53.66
Pepsi (PEP) 0.11 3206 120.09
Ishares Inc msci em esg se 0.10 13136 +51% 27.41
Berkshire Hathaway (BRK.B) 0.10 1948 -18% 182.75
ConocoPhillips (COP) 0.09 10886 -21% 30.77
Vanguard REIT ETF (VNQ) 0.09 4614 -43% 69.79
Schwab Emerging Markets Equity ETF (SCHE) 0.08 14765 +8% 20.66
Vanguard Emerging Markets ETF (VWO) 0.08 8419 NEW 33.50
Ubs Ag Jersey Brh fund 0.08 25047 -83% 10.90
McDonald's Corporation (MCD) 0.07 1629 -37% 165.13
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.07 5118 +13% 52.36
Exxon Mobil Corporation (XOM) 0.07 6887 -9% 37.90
SPDR S&P; MidCap 400 ETF (MDY) 0.07 990 NEW 262.63
Schwab Strategic Tr sht tm us tres 0.07 4572 +8% 51.84
Boeing Company (BA) 0.06 1471 148.88
Gci Liberty Incorporated Com 0.06 3644 57.08
Vanguard Short-Term Bond ETF (BSV) 0.06 2518 -3% 82.21
Vanguard Small-Cap Growth ETF (VBK) 0.06 1367 -8% 149.96
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.06 4089 NEW 49.89
Crh Medical Corp cs 0.01 22000 NEW 1.32

Past Filings by APCM Wealth Management for Individuals

View past SEC 13F filings by APCM Wealth Management for Individuals

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