Vickerman & Driscoll Financial Advisors

Latest statistics and disclosures from Vickerman & Driscoll Financial Advisors's latest quarterly 13F-HR filing:

Companies in the Vickerman & Driscoll Financial Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt 6.23 222884 +2% 50.39
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 6.19 221852 50.37
Technology SPDR (XLK) 6.16 142370 78.04
Health Care SPDR (XLV) 5.76 112086 -3% 92.64
Financial Select Sector SPDR (XLF) 5.08 332079 +4% 27.60
Schwab Strategic Tr sht tm us tres 5.01 178680 -14% 50.59
Spdr Ser Tr 1 3 hgh yield 4.08 80290 91.61
Consumer Staples Select Sect. SPDR (XLP) 3.31 102867 58.07
Select Sector Spdr Tr Communic etfeqty 2.96 108511 49.22
Utilities SPDR (XLU) 2.91 88120 59.63
Consumer Discretionary SPDR (XLY) 2.77 41894 -2% 119.21
Energy Select Sector SPDR (XLE) 2.66 75304 -17% 63.72
Industrial SPDR (XLI) 2.55 59395 77.41
Real Estate Select Sect Spdr 1.84 90201 36.77
Schwab International Equity ETF (SCHF) 1.79 100881 -2% 32.09
Schwab Strategic Tr us aggregate b 1.72 58543 +3% 53.00
Schwab Emerging Markets Equity ETF (SCHE) 1.57 107806 +6% 26.24
SPDR Barclays Capital Aggregate Bo (LAG) 1.48 91336 +3% 29.17
SPDR DJ Wilshire Mid Cap Growth (MDYG) 1.43 47439 +3% 54.28
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.42 49791 +6% 51.37
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.41 41856 +5% 60.90
SPDR DJ Wilshire Small Cap Value (SLYV) 1.41 41789 +11% 60.69
SPDR S&P; World ex-US (GWL) 1.35 82565 +7% 29.59
Vanguard Materials ETF (VAW) 1.30 18340 128.19
SPDR S&P; Emerging Markets (GMM) 1.29 64881 +14% 35.79
Walt Disney Company (DIS) 1.14 14769 139.62
Cisco Systems (CSCO) 1.08 35618 54.72
SPDR DJ Wilshire Large Cap (ELR) 1.08 56561 +2% 34.55
Comcast Corporation (CMCSA) 1.06 45391 42.28
Microsoft Corporation (MSFT) 1.04 14035 -14% 133.95
Honeywell International (HON) 1.01 10469 174.61
Cheniere Energy (LNG) 1.00 26336 NEW 68.46
Schwab Strategic Tr us lrg cap etf 0.98 25245 +3% 70.19
Paypal Holdings 0.98 15373 -18% 114.49
Alphabet Inc Class A cs 0.98 1630 NEW 1082.82
Apple (AAPL) 0.97 8804 197.86
Intel Corporation (INTC) 0.95 35854 +3% 47.86
Medtronic 0.93 17199 97.39
Pfizer (PFE) 0.92 38502 43.32
Starbucks Corporation (SBUX) 0.88 18931 -6% 83.83
Amgen (AMGN) 0.84 8271 184.26
General Dynamics Corporation (GD) 0.80 7933 181.77
V.F. Corporation (VFC) 0.70 14515 87.36
iShares S&P; MidCap 400 Growth (IJK) 0.61 4846 226.37
iShares S&P; SmallCap 600 Growth (IJT) 0.58 5715 182.50
iShares S&P; MidCap 400 Value Index (IJJ) 0.58 6541 159.46
iShares S&P; SmallCap 600 Value Idx (IJS) 0.57 6902 148.65
Vanguard Europe Pacific ETF (VEA) 0.54 23149 -25% 41.73
Vanguard Emerging Markets ETF (VWO) 0.51 21597 -12% 42.55
iShares S&P; SmallCap 600 Index (IJR) 0.47 10770 78.27
SPDR S&P; MidCap 400 ETF (MDY) 0.46 2354 354.72
iShares Russell 2000 Index (IWM) 0.35 4103 155.50
Vanguard Financials ETF (VFH) 0.34 8864 -2% 69.04
Costco Wholesale Corporation (COST) 0.32 2214 264.23
iShares Russell Midcap Index Fund (IWR) 0.32 10441 -2% 55.84
Vanguard Mid-Cap Growth ETF (VOT) 0.31 3744 -15% 149.31
iShares MSCI EAFE Index Fund (EFA) 0.30 8288 -3% 65.76
Vanguard Small-Cap Growth ETF (VBK) 0.29 2845 -13% 186.29
Vanguard Mid-Cap Value ETF (VOE) 0.29 4734 -11% 111.32
iShares MSCI Emerging Markets Indx (EEM) 0.27 11501 42.95
Vanguard Small-Cap Value ETF (VBR) 0.27 3765 -10% 130.41
iShares S&P; Global Technology Sect. (IXN) 0.27 2763 -3% 179.52
Johnson & Johnson (JNJ) 0.26 3363 139.16
SPDR S&P; 500 ETF (SPY) 0.26 1574 -5% 292.88
NIKE (NKE) 0.25 5481 83.93
Pepsi (PEP) 0.21 2885 -15% 131.02
Materials SPDR (XLB) 0.17 5148 58.47
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.17 6982 NEW 43.25

Past 13F-HR SEC Filings by Vickerman & Driscoll Financial Advisors

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