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Spectrum Investment Advisors

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

Central Index Key (CIK): 0001856042

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Positions held by Spectrum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spectrum Investment Advisors

Spectrum Investment Advisors holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	14.6	$18M	555k	33.25	View chart
Fidelity Covington Trust Enhanced Large (FELG)	14.0	$18M	673k	26.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.7	$16M	37k	436.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.6	$11M	380k	28.64	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	7.9	$10M	346k	28.83	View chart
Ishares Tr Core Msci Total (IXUS)	7.8	$9.8M	151k	64.93	View chart
Ishares Tr Mbs Etf (MBB)	5.5	$6.9M	74k	94.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.5	$6.9M	38k	179.97	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	4.6	$5.8M	214k	27.12	View chart
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR)	3.4	$4.3M	146k	29.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$4.0M	40k	99.25	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$2.8M	26k	108.41	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.7	$2.1M	27k	78.02	View chart
Apple (AAPL)	1.4	$1.8M	9.5k	192.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.0M	13k	75.35	View chart
Pioneer Pwr Solutions Com New (PPSI)	0.6	$774k	114k	6.79	View chart
Pepsi (PEP)	0.6	$763k	4.5k	169.82	View chart
Microsoft Corporation (MSFT)	0.5	$689k	1.8k	375.99	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.5	$638k	12k	53.00	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$630k	7.2k	87.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$550k	1.5k	356.66	View chart
NVIDIA Corporation (NVDA)	0.4	$507k	1.0k	495.28	View chart
Abbvie (ABBV)	0.4	$478k	3.1k	154.97	View chart
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL)	0.3	$342k	9.1k	37.63	View chart
Abbott Laboratories (ABT)	0.2	$302k	2.7k	110.07	View chart
Tesla Motors (TSLA)	0.2	$301k	1.2k	248.48	View chart
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)	0.2	$282k	5.1k	55.10	View chart
McDonald's Corporation (MCD)	0.2	$260k	876.00	296.49	View chart
Fiserv (FI)	0.2	$258k	1.9k	132.84	View chart
Amazon (AMZN)	0.2	$245k	1.6k	151.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$237k	1.4k	170.40	View chart
Wec Energy Group (WEC)	0.2	$222k	2.6k	84.18	View chart
Merck & Co (MRK)	0.2	$209k	1.9k	109.01	View chart

Past Filings by Spectrum Investment Advisors

SEC 13F filings are viewable for Spectrum Investment Advisors going back to 2023

Spectrum Investment Advisors 2023 Q4 filed Feb. 7, 2024

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