Silicon Hills Wealth Management

Latest statistics and disclosures from Silicon Hills Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, RSP, SPLV, IAU, IEFA, and represent 31.83% of Silicon Hills Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: QQQ (+$5.57M), RSP (+$5.25M), SPLV, IAU, IEFA, SPY, UJUL, SPTL, SCHZ, PJUL.
  • Started 3 new stock positions in UJAN, SH, COMT.
  • Reduced shares in these 10 stocks: , SCHE, PXH, , IJJ, , EOG, IVW, , EMR.
  • Sold out of its positions in AFL, SDOG, T, ARKG, PRNT, ABT, ADBE, AEM, AGE, APD.
  • Silicon Hills Wealth Management was a net buyer of stock by $75.05M.
  • Silicon Hills Wealth Management has $75.63M in assets under management (AUM), growing by 57839.26%.

Portfolio Holdings for Silicon Hills Wealth Management

Companies in the Silicon Hills Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Invesco Qqq Trust Series 1 (QQQ) 7.43 29.53k +10483% 190.40
Invesco S&p 500 Equal Weight Etf (RSP) 6.98 62.86k +18834% 84.03
Invesco S&p 500 Low Volatility Etf (SPLV) 6.21 100.17k +33400% 46.92
iShares Gold Trust (IAU) 5.98 300.20k +526570% 15.07
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.22 79.15k +1582900% 49.89
Spdr S&p 500 Etf (SPY) 3.82 11.22k +112110% 257.73
Innovator Etfs Tr s&p 500 ultra (UJUL) 3.44 112.88k +36429% 23.02
SPDR Barclays Capital Long Term Tr (SPTL) 3.36 53.82k +122222% 47.25
Schwab Strategic Tr us aggregate b (SCHZ) 3.34 46.60k +31385% 54.27
Innovator Etfs Tr s&p 500 pwr (PJUL) 2.98 94.33k +30527% 23.93
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 2.85 104.76k +34702% 20.56
Visa (V) 2.32 10.88k +135950% 161.15
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 2.30 67.30k +23106% 25.87
iShares S&P 1500 Index Fund (ITOT) 2.02 26.73k +58019% 57.23
Apple (AAPL) 2.01 5.98k +25917% 254.34
Ishares Tr eafe min volat (EFAV) 1.98 24.15k +11078% 62.04
First Trust Value Line Dividend Indx Fnd (FVD) 1.55 42.27k +86169% 27.68
Johnson & Johnson (JNJ) 1.47 8.51k +53056% 131.10
Amazon (AMZN) 1.38 536 +5260% 1949.63
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.29 5.93k +53772% 165.04
Ishares Tr msci eafe esg (ESGD) 1.29 18.28k +913900% 53.17
Proshares Tr short s&p 500 ne (SH) 1.21 33.05k NEW 27.65
Honeywell International (HON) 1.18 6.64k +110650% 133.78
Freedom 100 Emerging Markets Etf etf (FRDM) 1.15 45.37k +503966% 19.24
Pepsi (PEP) 1.12 7.05k +64027% 120.07
Amgen (AMGN) 1.11 4.12k +82400% 202.67
Schwab U S Broad Market ETF (SCHB) 1.05 13.20k +8638% 60.40
Alpha Architect Etf Tr vlsh intl quan (IVAL) 1.03 37.53k +1876550% 20.78
JPMorgan Chase & Co. (JPM) 1.00 8.37k +83600% 90.08
American Express Company (AXP) 0.95 8.36k +278400% 85.58
Paypal Holdings (PYPL) 0.94 7.45k +124016% 95.74
Fidelity National Information Services (FIS) 0.85 5.26k +105200% 121.56
Bank of America Corporation (BAC) 0.84 29.99k +428357% 21.24
Ark Etf Tr innovation etf (ARKK) 0.82 14.08k +63904% 44.03
Berkshire Hathaway (BRK.B) 0.80 3.31k +14295% 182.72
Schwab International Equity ETF (SCHF) 0.76 22.28k +19973% 25.85
Union Pacific Corporation (UNP) 0.75 4.05k +134900% 140.99
Alphabet Inc Class A cs (GOOGL) 0.75 491 +3173% 1162.93
Berkshire Hathaway (BRK.A) 0.72 2 +100% 272000.00
Microsoft Corporation (MSFT) 0.69 3.32k +33120% 157.74
Alphabet Inc Class C cs (GOOG) 0.67 437 +3541% 1162.47
iShares S&P SmallCap 600 Index (IJR) 0.66 8.89k +19655% 56.13
Schwab Strategic Tr us lrg cap etf (SCHX) 0.64 7.90k +6826% 61.30
Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) 0.64 21.42k NEW 22.46
Schwab Strategic Tr sht tm us tres (SCHO) 0.61 8.99k +99844% 51.70
Automatic Data Processing (ADP) 0.61 3.39k +37533% 136.70
SPDR MSCI ACWI ex-US (CWI) 0.60 23.15k +6768% 19.70
Procter & Gamble Company (PG) 0.60 4.11k +102625% 110.00
Home Depot (HD) 0.59 2.40k +26522% 186.56
Coca-Cola Company (KO) 0.59 10.04k +143371% 44.21
Verizon Communications (VZ) 0.57 8.02k +53366% 53.74
Nike (NKE) 0.53 4.81k +160300% 82.71
Exxon Mobil Corporation (XOM) 0.53 10.49k +87350% 37.93
Schwab Strategic Tr us dividend eq (SCHD) 0.52 8.66k +7567% 45.01
iShares S&P 500 Index (IVV) 0.49 1.44k +3905% 258.67
American Tower Reit (AMT) 0.48 1.67k +20725% 217.89
Abbvie (ABBV) 0.47 4.67k +77733% 76.23
3M Company (MMM) 0.41 2.27k +37666% 136.36
iShares Lehman Aggregate Bond (AGG) 0.39 2.53k +11947% 115.42
Ishares Core Intl Stock Etf core (IXUS) 0.38 6.18k +14276% 47.07
Chevron Corporation (CVX) 0.38 3.98k +56700% 72.43
Facebook Inc cl a (FB) 0.37 1.66k +23628% 166.77
iShares S&P 100 Index (OEF) 0.36 2.33k +232600% 118.61
Sprott Physical Gold Trust (PHYS) 0.34 19.62k +980900% 13.10
Boston Scientific Corporation (BSX) 0.33 7.64k +764000% 32.59
Innovator Etfs Tr s&p 500 ultra (UJAN) 0.27 7.90k NEW 25.71

Past Filings by Silicon Hills Wealth Management

View past SEC 13F filings by Silicon Hills Wealth Management

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