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 September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Technology SPDR (XLK) 6.28 142098 80.53
J P Morgan Exchange Traded F ultra shrt 6.19 223884 50.42
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income 6.13 221770 50.41
Health Care SPDR (XLV) 5.56 112441 90.13
Financial Select Sector SPDR (XLF) 5.12 333297 28.00
Schwab Strategic Tr sht tm us tres 4.92 177220 50.59
Spdr Ser Tr 1 3 hgh yield 4.00 79607 91.59
Consumer Staples Select Sect. SPDR (XLP) 3.44 102214 61.42
Utilities SPDR (XLU) 3.13 88031 64.74
Select Sector Spdr Tr Communic etfeqty 2.92 107507 49.52
Consumer Discretionary SPDR (XLY) 2.77 41753 120.71
Industrial SPDR (XLI) 2.54 59615 77.63
Energy Select Sector SPDR (XLE) 2.45 75507 59.20
Schwab Strategic Tr us aggregate b 2.06 69796 +19% 53.86
Real Estate Select Sect Spdr 1.95 90167 39.34
Schwab International Equity ETF (SCHF) 1.75 100174 31.86
SPDR Barclays Capital Aggregate Bo (LAG) 1.72 105735 +15% 29.64
Schwab Emerging Markets Equity ETF (SCHE) 1.49 107797 25.13
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.43 50702 51.32
SPDR DJ Wilshire Small Cap Value (SLYV) 1.43 42529 61.25
SPDR DJ Wilshire Mid Cap Growth (MDYG) 1.42 48194 53.72
SPDR DJ Wilshire Small Cap Growth (SLYG) 1.39 42598 59.58
SPDR S&P; World ex-US (GWL) 1.35 83878 29.36
Vanguard Materials ETF (VAW) 1.28 18394 126.40
SPDR S&P; Emerging Markets (GMM) 1.24 65987 34.28
SPDR DJ Wilshire Large Cap (ELR) 1.13 59171 +4% 34.85
Comcast Corporation (CMCSA) 1.12 45234 45.08
Microsoft Corporation (MSFT) 1.10 14369 +2% 139.05
Alphabet Inc Class A cs 1.10 1645 1221.28
Apple (AAPL) 1.08 8804 223.99
Walt Disney Company (DIS) 1.05 14733 130.32
Medtronic 1.02 17181 108.61
Intel Corporation (INTC) 1.01 35724 51.53
Cisco Systems (CSCO) 0.98 36179 49.42
Honeywell International (HON) 0.97 10469 169.17
Cheniere Energy (LNG) 0.92 26463 63.07
Schwab Strategic Tr us lrg cap etf 0.92 23725 -6% 70.94
Amgen (AMGN) 0.88 8271 193.57
Paypal Holdings 0.87 15359 103.59
General Dynamics Corporation (GD) 0.80 7933 182.78
Starbucks Corporation (SBUX) 0.78 16173 -14% 88.42
Pfizer (PFE) 0.76 38502 35.92
V.F. Corporation (VFC) 0.71 14515 89.01
iShares S&P; MidCap 400 Growth (IJK) 0.59 4801 223.91
iShares S&P; MidCap 400 Value Index (IJJ) 0.57 6503 159.93
iShares S&P; SmallCap 600 Value Idx (IJS) 0.56 6845 150.18
iShares S&P; SmallCap 600 Growth (IJT) 0.55 5659 178.30
Vanguard Europe Pacific ETF (VEA) 0.51 22842 41.06
Vanguard Emerging Markets ETF (VWO) 0.47 21405 40.27
SPDR S&P; MidCap 400 ETF (MDY) 0.45 2310 352.38
iShares S&P; SmallCap 600 Index (IJR) 0.45 10581 77.88
Costco Wholesale Corporation (COST) 0.35 2190 288.13
iShares Russell 2000 Index (IWM) 0.34 4085 151.29
Vanguard Financials ETF (VFH) 0.34 8731 69.98
iShares Russell Midcap Index Fund (IWR) 0.32 10423 55.93
iShares MSCI EAFE Index Fund (EFA) 0.30 8288 65.15
Vanguard Mid-Cap Growth ETF (VOT) 0.29 3592 -4% 148.11
NIKE (NKE) 0.28 5481 93.96
Vanguard Mid-Cap Value ETF (VOE) 0.28 4545 -3% 113.09
iShares S&P; Global Technology Sect. (IXN) 0.28 2763 184.94
Vanguard Small-Cap Growth ETF (VBK) 0.27 2735 -3% 182.08
iShares MSCI Emerging Markets Indx (EEM) 0.26 11501 40.87
Vanguard Small-Cap Value ETF (VBR) 0.26 3608 -4% 128.88
SPDR Wells Fargo Prfd Stk ETF (PSK) 0.26 10777 +54% 44.17
Johnson & Johnson (JNJ) 0.24 3363 129.35
SPDR S&P; 500 ETF (SPY) 0.22 1375 -12% 296.73
Pepsi (PEP) 0.22 2885 137.26
Materials SPDR (XLB) 0.16 5148 58.28

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

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