Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

GFS Private Wealth

Latest statistics and disclosures from GFS Private Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001728122

Tip: Access up to 7 years of quarterly data

Positions held by GFS Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for GFS Private Wealth

GFS Private Wealth holds 48 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Growth ETF (VUG)	13.3	$39M	275k	140.65	View chart
Vanguard Dividend Appreciation ETF (VIG)	9.2	$27M	262k	102.03	View chart
Sch Us Mid-cap Etf etf (SCHM)	7.3	$21M	400k	53.27	View chart
iShares Russell 2000 Growth Index (IWO)	5.8	$17M	90k	186.70	View chart
iShares Russell 1000 Growth Index (IWF)	5.7	$17M	123k	134.68	View chart
Schwab U S Small Cap ETF (SCHA)	5.4	$16M	224k	69.74	View chart
Vanguard Value ETF (VTV)	5.0	$15M	138k	106.32	View chart
WisdomTree Dividend ex-Fin Fund (AIVL)	4.7	$14M	154k	88.39	View chart
Schwab U S Large Cap Growth ETF (SCHG)	4.4	$13M	181k	70.71	View chart
Schwab Strategic Tr us dividend eq (SCHD)	4.3	$13M	247k	51.17	View chart
Schwab Strategic Tr cmn (SCHV)	4.0	$12M	216k	54.67	View chart
iShares Russell 1000 Value Index (IWD)	3.7	$11M	87k	124.34	View chart
Schwab International Equity ETF (SCHF)	2.9	$8.5M	250k	34.07	View chart
Ishares Tr rus200 idx etf (IWL)	2.7	$8.0M	130k	61.47	View chart
iShares Russell Microcap Index (IWC)	2.6	$7.5M	79k	95.71	View chart
iShares MSCI EAFE Index Fund (EFA)	2.5	$7.2M	102k	70.31	View chart
Vanguard Small-Cap Growth ETF (VBK)	2.4	$6.9M	43k	160.85	View chart
Schwab Intl Small Cap Equity ETF (SCHC)	1.8	$5.2M	143k	36.63	View chart
Vanguard Mid-Cap ETF (VO)	1.5	$4.4M	29k	154.79	View chart
Wisdomtree Tr blmbg us bull (USDU)	1.3	$3.8M	146k	25.89	View chart
ISHARES TR MSCI Small Cap msci small cap (SCZ)	1.0	$3.0M	47k	64.50	View chart
Vanguard Total Stock Market ETF (VTI)	1.0	$3.0M	22k	137.25	View chart
iShares Russell 2000 Value Index (IWN)	0.8	$2.2M	18k	125.74	View chart
Schwab Strategic Tr us lrg cap etf (SCHX)	0.5	$1.6M	25k	63.79	View chart
iShares MSCI EAFE Growth Index (EFG)	0.5	$1.5M	18k	80.75	View chart
Schwab U S Broad Market ETF (SCHB)	0.5	$1.3M	21k	64.54	View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)	0.4	$1.3M	25k	51.69	View chart
PowerShares Dynamic Indls Sec Port	0.4	$1.2M	20k	60.97	View chart
iShares Lehman Aggregate Bond (AGG)	0.4	$1.1M	10k	109.29	View chart
Vanguard Small-Cap ETF (VB)	0.4	$1.1M	7.7k	147.75	View chart
United Parcel Service (UPS)	0.4	$1.1M	9.0k	119.13	View chart
iShares Dow Jones US Industrial (IYJ)	0.3	$913k	6.2k	147.42	View chart
iShares S&P 500 Value Index (IVE)	0.3	$777k	6.8k	114.26	View chart
Vanguard Europe Pacific ETF (VEA)	0.3	$751k	17k	44.88	View chart
Spdr S&p 500 Etf (SPY)	0.2	$689k	2.6k	266.85	View chart
iShares Russell 2000 Index (IWM)	0.2	$682k	4.5k	152.37	View chart
SPDR S&P Dividend (SDY)	0.2	$650k	6.9k	94.52	View chart
Home Depot (HD)	0.2	$615k	3.2k	189.35	View chart
Apple (AAPL)	0.2	$616k	3.6k	169.37	View chart
iShares Dow Jones Select Dividend (DVY)	0.2	$606k	6.1k	98.55	View chart
iShares S&P SmallCap 600 Growth (IJT)	0.2	$525k	3.1k	170.01	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	0.2	$463k	8.5k	54.66	View chart
PowerShares Zacks Micro Cap	0.2	$470k	24k	19.36	View chart
Powershares Etf Tr Ii s^p smcp it po	0.1	$401k	5.2k	76.53	View chart
McDonald's Corporation (MCD)	0.1	$327k	1.9k	172.11	View chart
Vanguard REIT ETF (VNQ)	0.1	$314k	3.8k	82.92	View chart
Schwab Strategic Tr sht tm us tres (SCHO)	0.1	$310k	6.2k	50.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$249k	3.0k	83.70	View chart

Past Filings by GFS Private Wealth

SEC 13F filings are viewable for GFS Private Wealth going back to 2017

GFS Private Wealth 2017 Q4 filed Jan. 29, 2018

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z