Spectrum Planning & Advisory Services

Latest statistics and disclosures from Spectrum Planning & Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spectrum Planning & Advisory Services

Companies in the Spectrum Planning & Advisory Services portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Aware Msci Usa Etf (ESGU) 9.5 $9.3M -6% 102k 90.87
Ishares Us Treas Bd Etf (GOVT) 8.8 $8.6M +30% 328k 26.19
Vanguard Short Term Treas Etf (VGSH) 8.1 $7.9M -11% 129k 61.52
SPDR Spdr Bloomberg Etf (BIL) 7.0 $6.8M -11% 74k 91.49
SPDR Portfolio Sh Tsr Etf (SPTS) 7.0 $6.8M -3% 221k 30.66
SPDR Portfolio S&p 500 Etf (SPLG) 6.4 $6.2M +25% 134k 46.61
Schwab 1 5yr Corp Bd Etf (SCHJ) 5.7 $5.5M NEW 109k 50.98
Ishares Eafe Value Etf (EFV) 4.1 $4.0M NEW 78k 50.97
Proshares Tr Short S&p 500 Ne Etf (SH) 3.7 $3.6M -2% 213k 16.76
Wisdomtree Tr Em Ex St-owned Etf (XSOE) 3.5 $3.4M -5% 84k 40.69
Ishares Eafe Grwth Etf (EFG) 3.5 $3.4M +12% 34k 100.46
Ishares Msci Usa Value Factor Etf (VLUE) 3.3 $3.2M +12% 31k 102.47
Schwab 5 10yr Corp Bd Etf (SCHI) 3.0 $2.9M NEW 56k 51.36
Schwab Us Sml Cap Etf (SCHA) 1.9 $1.9M NEW 19k 99.67

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Fidelity Msci Info Tech I Etf (FTEC) 1.8 $1.8M +22% 17k 105.84
Ishares 10 Yr Invst Grd Etf (IGLB) 1.8 $1.8M NEW 27k 66.67
Amazon (AMZN) 1.7 $1.6M 526.00 3093.16
Ishares Mbs Etf (MBB) 1.7 $1.6M -30% 15k 108.40
Intellia Therapeutics (NTLA) 1.5 $1.5M 19k 80.23
SPDR Portfoli S&p 1500 Comp Stk Etf (SPTM) 1.4 $1.3M -21% 27k 49.21
Ishares Tr Faln Angls Usd Etf (FALN) 1.3 $1.3M NEW 44k 29.24
Woodward Governor Company (WWD) 1.2 $1.2M 9.9k 120.61
Select Sector Spdr Energy Etf (XLE) 1.0 $1.0M NEW 21k 49.05
Ishares Msci Usa Momentum Factor Etf (MTUM) 1.0 $992k NEW 6.2k 160.86
Microsoft Corporation (MSFT) 1.0 $937k 4.0k 235.72
Ishares U.s. Med Dvc Etf (IHI) 0.9 $902k -29% 2.7k 330.40
Grayscale Bitcoin Ord (GBTC) 0.8 $784k NEW 16k 50.06
Editas Medicine (EDIT) 0.8 $742k 18k 41.99
Tesla Motors (TSLA) 0.7 $675k -12% 1.0k 668.32
Crispr Therapeutics (CRSP) 0.6 $570k +2% 4.7k 121.93
Alnylam Pharmaceuticals (ALNY) 0.5 $513k 3.6k 141.13
Berkshire Hathaway Com Cl B (BRK.B) 0.5 $482k 1.9k 255.70
Apple (AAPL) 0.5 $441k 3.6k 122.26
Ishares 3 7 Yr Treas Bd Etf (IEI) 0.4 $431k -3% 3.3k 129.74
Ishares Tr Esg Advanced Total Usd Bd M (EUSB) 0.4 $425k +45% 8.7k 49.01
Ishares Msci Usa Min Vol Factor Etf (USMV) 0.4 $397k -64% 5.7k 69.12
Vanguard Specialized Div App Etf (VIG) 0.4 $341k NEW 2.3k 146.98
Ishares Blackrock Sh Maturity Bd Etf (NEAR) 0.3 $296k -4% 5.9k 50.27
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $294k -77% 9.9k 29.71
Ishares Msci Usa Quality Factor Etf (QUAL) 0.3 $254k NEW 2.1k 121.59
Vanguard Inf Tech Etf (VGT) 0.3 $249k 694.00 358.79
Ishares Blackrock Ultra Sht Trm Bd (ICSH) 0.2 $235k -2% 4.7k 50.47
First Trust Exchange-traded Fu Muni Hi Incm Etf Muni Hi Incm Etf (FMHI) 0.2 $224k 4.1k 54.53
Walt Disney Company (DIS) 0.2 $211k NEW 1.1k 184.76
Ishares Tr Esg Aware Usd Corporate Bon (SUSC) 0.2 $209k 7.8k 26.95
Teladoc (TDOC) 0.2 $202k 1.1k 181.49

Past Filings by Spectrum Planning & Advisory Services

SEC 13F filings are viewable for Spectrum Planning & Advisory Services going back to 2020