Appropriate Balance Financial Services

Latest statistics and disclosures from Appropriate Balance Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for Appropriate Balance Financial Services

Appropriate Balance Financial Services holds 30 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Financial Select Sector SPDR (XLF) 23.2 $468k +7% 12k 38.67
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iShares S&P SmallCap 600 Index (IJR) 11.9 $241k +6% 18k 13.47
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PowerShares QQQ Trust, Series 1 10.0 $201k +3% 29k 6.88
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Vanguard Europe Pacific ETF (VEA) 8.4 $170k +6% 7.4k 23.04
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Industrial SPDR (XLI) 8.2 $165k +8% 12k 14.09
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iShares S&P 500 Value Index (IVE) 5.7 $116k +2% 13k 9.27
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Technology SPDR (XLK) 5.7 $114k +12% 6.8k 16.92
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Vanguard Value ETF (VTV) 5.3 $106k +5% 11k 10.02
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Spdr S&p 500 Etf (SPY) 4.7 $95k +4% 24k 3.98
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Vanguard Emerging Markets ETF (VWO) 4.3 $87k +10% 3.8k 22.95
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SPDR S&P MidCap 400 ETF (MDY) 3.5 $71k 23k 3.06
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Vanguard Mid-Cap ETF (VO) 2.0 $40k +11% 5.8k 6.80
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Schwab Strategic Tr us lrg cap etf (SCHX) 1.6 $31k +5% 1.9k 16.66
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Vanguard Growth ETF (VUG) 1.1 $23k +23% 3.0k 7.53
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Starbucks Corporation (SBUX) 0.8 $15k -3% 812.00 18.64
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Oppenheimer Rev Weighted Etf small cap rev et 0.6 $13k -7% 859.00 14.61
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Microsoft Corporation (MSFT) 0.5 $11k +24% 803.00 13.44
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Facebook Inc cl a (META) 0.4 $7.7k +17% 1.3k 5.86
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iShares S&P 500 Index (IVV) 0.3 $6.1k +6% 1.5k 3.96
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salesforce (CRM) 0.3 $6.0k +9% 562.00 10.71
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Shopify Inc cl a (SHOP) 0.3 $5.6k NEW 653.00 8.59
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Netflix (NFLX) 0.2 $5.0k +30% 915.00 5.52
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Alibaba Group Holding (BABA) 0.2 $5.0k +60% 855.00 5.79
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Walt Disney Company (DIS) 0.2 $4.5k -4% 441.00 10.16
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Tesla Motors (TSLA) 0.1 $2.2k -4% 758.00 2.93
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Vanguard Small-Cap ETF (VB) 0.1 $1.6k -9% 231.00 7.10
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Amazon (AMZN) 0.1 $1.5k +4% 1.4k 1.04
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Alphabet Inc Class A cs (GOOGL) 0.1 $1.3k +10% 1.3k 1.03
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Intuitive Surgical (ISRG) 0.0 $775.008000 +21% 810.00 0.96
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priceline.com Incorporated 0.0 $318.980800 584.00 0.55
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Past Filings by Appropriate Balance Financial Services

SEC 13F filings are viewable for Appropriate Balance Financial Services going back to 2015