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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
J P Morgan Exchange Traded F ultra shrt 6.18 217782 NEW 50.30
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 6.18 217685 NEW 50.28
Health Care SPDR (XLV) 5.98 115582 +29% 91.75
Schwab Strategic Tr sht tm us tres 5.90 208460 NEW 50.19
Technology SPDR (XLK) 5.83 139636 +3% 74.00
Financial Select Sector SPDR (XLF) 4.62 318280 +2% 25.71
Spdr Ser Tr 1 3 hgh yield 4.17 80626 NEW 91.60
Energy Select Sector SPDR (XLE) 3.39 90973 +4% 66.12
Consumer Staples Select Sect. SPDR (XLP) 3.27 103242 -33% 56.11
Select Sector Spdr Tr Communic etfeqty 2.86 108511 46.77
Utilities SPDR (XLU) 2.85 86704 +72% 58.17
Consumer Discretionary SPDR (XLY) 2.75 42759 113.85
Industrial SPDR (XLI) 2.56 60486 -33% 75.03
Schwab International Equity ETF (SCHF) 1.83 103341 31.31
Real Estate Select Sect Spdr 1.81 88587 NEW 36.22
Schwab Strategic Tr us aggregate b 1.66 56685 NEW 51.88
Schwab Emerging Markets Equity ETF (SCHE) 1.49 101371 +16% 26.01
SPDR Barclays Capital Aggregate Bo (LAG) 1.42 88293 NEW 28.54
SPDR DJ Wilshire Mid Cap Growth (MDYG) 1.35 45695 +7% 52.54
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.33 46839 +7% 50.39
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.33 39613 +7% 59.70
SPDR DJ Wilshire Small Cap Value (SLYV) 1.28 37573 +8% 60.31
Vanguard Materials ETF (VAW) 1.27 18281 -3% 123.08
SPDR S&P; World ex-US (GWL) 1.27 76864 +133% 29.21
SPDR S&P; Emerging Markets (GMM) 1.15 56743 +192% 35.76
Cisco Systems (CSCO) 1.10 36107 -5% 53.98
Paypal Holdings 1.10 18818 -4% 103.84
Microsoft Corporation (MSFT) 1.09 16383 -5% 117.93
Intel Corporation (INTC) 1.05 34570 -2% 53.69
SPDR DJ Wilshire Large Cap (ELR) 1.04 55343 +9% 33.23
Comcast Corporation (CMCSA) 1.02 45298 39.98
Honeywell International (HON) 0.95 10624 -3% 158.89
Walt Disney Company (DIS) 0.94 15046 +2% 111.06
Apple (AAPL) 0.94 8815 -3% 189.90
Schwab Strategic Tr us lrg cap etf 0.93 24468 -14% 67.60
Pfizer (PFE) 0.92 38594 -6% 42.47
Amgen (AMGN) 0.89 8286 -2% 189.96
Medtronic 0.89 17238 -2% 91.08
AT&T; (T) 0.88 49723 31.35
Starbucks Corporation (SBUX) 0.85 20227 -8% 74.36
General Dynamics Corporation (GD) 0.76 7945 169.29
V.F. Corporation (VFC) 0.72 14645 -2% 86.92
Vanguard Europe Pacific ETF (VEA) 0.72 31023 -45% 40.87
iShares S&P; MidCap 400 Growth (IJK) 0.61 4928 -2% 219.16
Vanguard Emerging Markets ETF (VWO) 0.59 24678 -42% 42.51
iShares S&P; SmallCap 600 Growth (IJT) 0.59 5812 -4% 178.42
iShares S&P; MidCap 400 Value Index (IJJ) 0.59 6652 -4% 156.95
iShares S&P; SmallCap 600 Value Idx (IJS) 0.58 6978 -4% 147.46
iShares S&P; SmallCap 600 Index (IJR) 0.47 10719 77.15
SPDR S&P; MidCap 400 ETF (MDY) 0.46 2339 345.45
Vanguard Energy ETF (VDE) 0.40 8024 -39% 89.36
Oracle Corporation (ORCL) 0.36 11828 -3% 53.69
iShares Russell 2000 Index (IWM) 0.36 4180 153.11
Vanguard Mid-Cap Growth ETF (VOT) 0.35 4407 -12% 142.73
Vanguard Small-Cap Growth ETF (VBK) 0.34 3305 -12% 179.73
Vanguard Financials ETF (VFH) 0.33 9087 64.49
iShares Russell Midcap Index Fund (IWR) 0.33 10763 53.98
Vanguard Mid-Cap Value ETF (VOE) 0.33 5366 -11% 107.90
iShares MSCI EAFE Index Fund (EFA) 0.31 8554 -48% 64.88
Vanguard Small-Cap Value ETF (VBR) 0.31 4220 -11% 128.67
Costco Wholesale Corporation (COST) 0.30 2214 242.10
iShares MSCI Emerging Markets Indx (EEM) 0.28 11689 -15% 42.95
iShares S&P; Global Technology Sect. (IXN) 0.28 2854 -15% 170.99
Johnson & Johnson (JNJ) 0.27 3363 139.76
SPDR S&P; 500 ETF (SPY) 0.27 1665 -5% 282.28
NIKE (NKE) 0.26 5481 -8% 84.29
Pepsi (PEP) 0.24 3418 -3% 122.59
Materials SPDR (XLB) 0.16 5205 55.52
iShares S&P; Global Healthcare Sect. (IXJ) 0.12 3549 -21% 61.14

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

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