Milestone Investment Advisors

Latest statistics and disclosures from Milestone Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Milestone Investment Advisors 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 Milestone Investment Advisors

Milestone Investment Advisors holds 121 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.5 $33M 435k 75.54
Wisdomtree Tr Floatng Rat Trea (USFR) 8.3 $24M 472k 50.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.1 $20M 452k 45.15
Vanguard Index Fds Total Stk Mkt (VTI) 6.0 $17M 90k 191.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.4 $15M 276k 55.56
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 4.6 $13M 297k 44.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $13M 196k 65.61
Vanguard Whitehall Fds High Div Yld (VYM) 4.3 $12M 114k 108.21
Invesco Actively Managed Etf Var Rate Invt (VRIG) 4.2 $12M 485k 24.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.5 $10M 224k 44.81
Ishares Tr Esg Awre 1 5 Yr (SUSB) 3.4 $9.6M 405k 23.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $7.4M 99k 75.19
Select Sector Spdr Tr Financial (XLF) 2.5 $7.0M 206k 34.20
Vanguard Index Fds Growth Etf (VUG) 2.4 $7.0M 33k 213.11

Setup an alert

Milestone Investment Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Rus Tp200 Gr Etf (IWY) 2.3 $6.4M 54k 120.53
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.8 $5.2M 121k 42.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $5.2M 101k 51.72
Ishares Tr Msci Usa Min Vol (USMV) 1.7 $4.8M 67k 72.10
Select Sector Spdr Tr Technology (XLK) 1.6 $4.6M 37k 124.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $4.4M 31k 141.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $3.5M 72k 48.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.2 $3.4M 54k 63.90
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.3M 8.6k 384.21
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.1 $3.1M 37k 82.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $3.1M 95k 32.21
Pimco Etf Tr Enhancd Short (EMNT) 0.9 $2.6M 27k 96.90
Ishares Tr Gl Clean Ene Etf (ICLN) 0.9 $2.5M 126k 19.85
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.5M 26k 94.64
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.8 $2.4M 25k 93.35
Vanguard Index Fds Value Etf (VTV) 0.7 $2.1M 15k 140.37
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.7 $2.0M 76k 26.72
Ishares Tr Msci Usa Esg Slc (SUSA) 0.6 $1.8M 22k 82.32
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.7M 13k 132.86
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.4M 10k 135.63
Ishares Tr Expnd Tec Sc Etf (IGM) 0.5 $1.3M 4.6k 280.02
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.5 $1.3M 25k 52.62
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $1.2M 36k 32.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 28k 40.51
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $927k 17k 53.44
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $869k 10k 83.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $859k 13k 66.02
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.3 $797k 14k 55.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $655k 16k 41.97
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $655k 44k 14.78
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $637k 9.7k 65.86
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $548k 24k 22.42
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $431k 2.1k 203.81
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $423k 15k 27.92
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $421k 15k 29.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $407k 2.3k 179.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $357k 15k 23.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $329k 1.8k 183.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $287k 4.4k 65.74
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $273k 3.8k 71.79
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $269k 1.7k 155.11
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.1 $266k 7.8k 34.18
Ishares Tr Eafe Value Etf (EFV) 0.1 $262k 5.7k 45.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $256k 1.9k 135.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $221k 2.9k 75.28
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $220k 2.4k 91.83
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $216k 4.5k 47.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $215k 1.4k 158.80
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $214k 6.3k 34.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $211k 2.5k 84.75
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.1 $157k 3.8k 40.82
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $155k 1.3k 121.28
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $149k 5.0k 29.75
Vanguard World Fds Financials Etf (VFH) 0.1 $146k 1.8k 82.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $141k 319.00 442.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $137k 683.00 200.54
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $132k 3.0k 43.22
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $125k 3.6k 34.18
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $97k 1.8k 54.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $97k 1.2k 83.60
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $90k 2.8k 32.32
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $89k 2.9k 30.66
Nushares Etf Tr Nuveen Shrt Term (NURE) 0.0 $71k 2.5k 28.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $67k 669.00 100.75
Ishares Tr Rus 1000 Etf (IWB) 0.0 $63k 300.00 210.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $63k 1.1k 58.50
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $61k 1.3k 48.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $58k 152.00 382.43
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $42k 263.00 158.19
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $42k 608.00 68.34
Ishares Core Msci Emkt (IEMG) 0.0 $40k 857.00 46.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $38k 175.00 214.88
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $37k 783.00 47.18
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $35k 554.00 63.58
Ishares Tr Msci Eafe Etf (EFA) 0.0 $32k 485.00 65.64
Barclays Bank Ipath B Agrcultr (JJA) 0.0 $31k 1.2k 25.46
Ishares Esg Awr Msci Em (ESGE) 0.0 $30k 1.0k 30.07
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $28k 577.00 49.21
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $28k 1.1k 25.44
Select Sector Spdr Tr Energy (XLE) 0.0 $27k 310.00 87.47
Global X Fds Lithium Btry Etf (LIT) 0.0 $27k 451.00 58.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $26k 75.00 351.33
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $25k 162.00 151.85
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $24k 718.00 33.22
Vanguard World Mega Cap Index (MGC) 0.0 $23k 176.00 132.40
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $18k 342.00 53.49
Global X Fds Us Pfd Etf (PFFD) 0.0 $18k 908.00 19.38
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.0 $15k 361.00 40.81
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $14k 173.00 82.03
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $11k 76.00 138.12
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $9.0k 62.00 145.06
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $8.6k 64.00 134.41
Ishares Tr Esg Scrnd S&p500 (XVV) 0.0 $8.5k 300.00 28.43
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $6.7k 90.00 74.32
Spdr Gold Tr Gold Shs (GLD) 0.0 $5.4k 32.00 169.62
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $5.1k 27.00 189.00
Ark Etf Tr Innovation Etf (ARKK) 0.0 $4.7k 150.00 31.24
Ishares Msci Emerg Mrkt (EEMV) 0.0 $4.7k 88.00 53.05
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $4.1k 620.00 6.69
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $4.1k 68.00 60.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $4.1k 57.00 71.84
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $4.1k 130.00 31.26
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $2.2k 100.00 22.39
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $2.2k 200.00 11.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $1.6k 17.00 95.76
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $1.2k 27.00 45.48
Vaneck Etf Trust Social Sentiment (BUZZ) 0.0 $729.000000 60.00 12.15

Past Filings by Milestone Investment Advisors

SEC 13F filings are viewable for Milestone Investment Advisors going back to 2022