Snider Financial Group

Latest statistics and disclosures from Snider Financial Group's latest quarterly 13F-HR filing:

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Positions held by Snider Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Snider Financial Group

Companies in the Snider Financial Group portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Blackrock Ultra (ICSH) 6.6 $14M 277k 50.50
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $11M 97k 115.90
Vanguard Specialized Funds Div App Etf (VIG) 5.3 $11M 71k 157.28
Ishares Tr Core S&p500 Etf (IVV) 4.9 $10M 24k 433.28
Ishares Tr Core S&p Ttl Stk (ITOT) 4.8 $10M 104k 98.64
Ishares Tr Ishs 1-5yr Invs (IGSB) 4.3 $9.0M 165k 54.77
Ishares Tr Mbs Etf (MBB) 4.2 $9.0M 83k 108.44
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 4.2 $8.9M 31k 286.32
Facebook Cl A (FB) 4.1 $8.6M 25k 341.15
Alphabet Cap Stk Cl C (GOOG) 4.1 $8.6M 3.3k 2636.86
Ishares Tr Msci Usa Value (VLUE) 3.8 $8.1M 79k 102.26
Goldman Sachs Etf Tr Acces Treasury (GBIL) 3.7 $7.9M 79k 100.11
Ishares Tr Msci Usa Min Vol (USMV) 3.0 $6.5M 86k 75.28
Microsoft Corporation (MSFT) 2.6 $5.4M 19k 280.75

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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $5.2M 48k 106.67
Ishares Tr U.s. Med Dvc Etf (IHI) 2.4 $5.0M 14k 365.67
Spdr Ser Tr S&p Biotech (XBI) 2.3 $4.8M 38k 125.95
Bank of America Corporation (BAC) 2.2 $4.7M 123k 37.92
Citigroup Com New (C) 2.1 $4.5M 67k 66.91
Cisco Systems (CSCO) 1.6 $3.5M 65k 53.71
Aspen Technology (AZPN) 1.6 $3.4M 24k 143.52
Ishares Tr U.s. Fin Svc Etf (IYG) 1.5 $3.3M 18k 184.08
Wal-Mart Stores (WMT) 1.5 $3.3M 23k 141.56
Amazon (AMZN) 1.5 $3.2M 904.00 3574.11
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $3.2M 30k 107.21
Spdr Gold Tr Gold Shs (GLD) 1.4 $3.0M 18k 169.39
Liberty Media Corp Del Com A Braves Grp (BATRA) 1.3 $2.7M 97k 27.77
Boeing Company (BA) 1.3 $2.7M 12k 217.74
Ford Motor Company (F) 1.2 $2.5M 187k 13.61
Ishares Tr Global Energ Etf (IXC) 1.1 $2.4M 99k 24.49
General Motors Company (GM) 1.1 $2.4M 43k 55.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $2.4M 38k 61.45
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $2.0M 12k 169.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.0M 36k 55.52
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.0M 74k 26.78
Ishares Tr Core Msci Total (IXUS) 0.9 $1.9M 27k 72.23
Seagen (SGEN) 0.8 $1.8M 12k 146.43
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $1.3M 26k 50.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $835k 2.00 417500.00
Ishares Tr Ishares Biotech (IBB) 0.4 $829k 5.2k 160.75
Ishares Tr Modert Alloc Etf (AOM) 0.4 $807k 18k 45.00
Ishares Tr Core Total Usd (IUSB) 0.4 $744k 14k 53.75
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $692k 11k 60.83
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $653k 6.4k 102.02
Goldman Sachs (GS) 0.3 $603k 1.7k 364.57
Tesla Motors (TSLA) 0.2 $451k 700.00 644.29
JPMorgan Chase & Co. (JPM) 0.2 $405k 2.7k 151.91
Skechers U S A Cl A (SKX) 0.2 $370k 7.8k 47.16
iRobot Corporation (IRBT) 0.2 $368k 4.3k 85.94
Apple (AAPL) 0.2 $357k 2.4k 146.31
Veracyte (VCYT) 0.2 $349k 9.2k 38.10
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $332k 6.2k 53.87
NVIDIA Corporation (NVDA) 0.2 $332k 457.00 726.48
Smartsheet Com Cl A (SMAR) 0.1 $313k 4.4k 70.99
General Electric Company (GE) 0.1 $306k 24k 12.54
Bausch Health Companies (BHC) 0.1 $280k 10k 27.58
3M Company (MMM) 0.1 $267k 1.3k 199.25
Iac Interactivecorp Com New 0.1 $263k 1.9k 135.01
Trupanion (TRUP) 0.1 $258k 2.4k 105.44
Everquote Com Cl A (EVER) 0.1 $220k 7.5k 29.23
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $186k 11k 17.66
Banco Santander Adr (SAN) 0.1 $130k 36k 3.59

Past Filings by Snider Financial Group

SEC 13F filings are viewable for Snider Financial Group going back to 2021