Colton Groome Financial Advisors

Latest statistics and disclosures from Colton Groome Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by COLTON GROOME FINANCIAL ADVISORS, LLC 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 Colton Groome Financial Advisors

Companies in the Colton Groome Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 7.1 $11M +6% 48k 229.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.9 $11M NEW 92k 116.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.0 $9.4M -39% 73k 128.41
Ishares Msci Jpn Etf New (EWJ) 5.3 $8.2M NEW 121k 67.56
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.1 $7.9M +5% 133k 59.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.0 $7.7M +12% 60k 127.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.9 $7.6M -22% 24k 313.75
Pimco Etf Tr Inv Grd Crp Bd (CORP) 4.1 $6.3M +109% 54k 117.08
Wisdomtree Tr Yield Enhancd Us (AGGY) 4.0 $6.3M -43% 117k 53.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.8 $6.0M +45% 194k 30.79
Ishares Tr Msci Usa Min Vol (USMV) 3.7 $5.8M -9% 85k 67.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $5.7M -2% 63k 90.95
Ishares Tr Russell 2000 Etf (IWM) 3.7 $5.7M NEW 29k 196.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.2 $4.9M +15% 117k 42.16

Setup an alert

Colton Groome Financial Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Select Divid Etf (DVY) 2.8 $4.3M NEW 45k 96.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $4.1M 133k 30.65
Dbx Etf Tr Xtrack Usd High (HYLB) 2.1 $3.2M +31% 65k 50.09
Ishares Tr Msci Eafe Min Vl (EFAV) 1.8 $2.8M -4% 38k 73.40
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.8 $2.7M -7% 81k 34.09
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 1.7 $2.7M +33% 32k 82.80
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.6 $2.5M 161k 15.26
Ishares Tr Msci Ac Asia Etf (AAXJ) 1.6 $2.4M NEW 27k 89.61
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.5 $2.3M +88% 103k 22.28
Ishares Tr Barclays 7 10 Yr (IEF) 1.4 $2.2M NEW 19k 119.97
Ishares Tr Jpmorgan Usd Emg (EMB) 1.4 $2.2M -30% 19k 115.92
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $1.5M -81% 9.3k 161.29
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.2M -39% 7.6k 157.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.8 $1.2M -93% 35k 33.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.2M -3% 23k 51.37
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M NEW 2.9k 375.39
First Tr Value Line Divid In SHS (FVD) 0.6 $950k 27k 35.06
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.5 $851k 32k 26.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $842k +150% 13k 63.80
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $812k -36% 6.3k 128.02
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.5 $808k +23% 17k 47.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $737k -27% 5.3k 138.22
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $657k -36% 13k 51.10
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $643k +199% 5.4k 118.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $606k +66% 11k 55.18
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $583k -2% 10k 56.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $510k -43% 8.7k 58.41
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $510k 7.5k 68.19
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $480k -30% 15k 31.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $450k -30% 9.0k 50.11
Rbc Cad (RY) 0.3 $417k 5.1k 81.97
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.3 $415k -28% 10k 40.72
Ishares Tr Msci Eafe Etf (EFA) 0.3 $411k NEW 5.6k 73.01
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $393k -38% 4.3k 92.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $381k +5% 4.4k 87.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $367k -18% 4.3k 86.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $316k -37% 5.1k 61.66
Select Sector Spdr Tr Technology (XLK) 0.2 $294k NEW 2.3k 129.80
Flexshares Tr Mornstar Upstr (GUNR) 0.2 $288k -34% 8.8k 32.58
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.2 $260k -26% 7.8k 33.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $258k +3% 7.5k 34.37
Apple (AAPL) 0.2 $243k NEW 1.8k 132.93
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $243k -26% 4.5k 54.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $236k -32% 2.8k 84.92
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $233k 4.2k 55.19
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.1 $209k -34% 6.8k 30.65
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $201k 13k 15.07

Past Filings by Colton Groome Financial Advisors

SEC 13F filings are viewable for Colton Groome Financial Advisors going back to 2019