Viridian Ria

Latest statistics and disclosures from Viridian Ria's latest quarterly 13F-HR filing:

Portfolio Holdings for Viridian Ria

Companies in the Viridian Ria portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr S&p 500 Etf (SPY) 9.75 83.44k -3% 257.75
Vanguard Europe Pacific ETF (VEA) 9.58 633.82k -2% 33.34
iShares S&P SmallCap 600 Index (IJR) 8.20 322.08k -2% 56.11
Invesco Qqq Trust Series 1 (QQQ) 6.76 78.24k -5% 190.40
Vanguard Emerging Markets ETF (VWO) 5.52 362.62k 33.55
SPDR S&P MidCap 400 ETF (MDY) 5.18 43.44k -3% 262.88
iShares Lehman Short Treasury Bond (SHV) 5.02 99.72k 111.02
Vanguard Mid-Cap ETF (VO) 5.00 83.70k 131.64
Vanguard Growth ETF (VUG) 4.54 63.85k -4% 156.68
Utilities SPDR (XLU) 4.39 174.79k -2% 55.41
Health Care SPDR (XLV) 4.34 108.04k 88.58
Consumer Staples Select Sect. SPDR (XLP) 4.30 174.03k -2% 54.47
iShares S&P 500 Value Index (IVE) 2.67 61.26k -4% 96.25
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.01 88.77k +3% 49.89
Spdr Ser Tr 1 3 hgh yield (BIL) 1.96 47.16k -2% 91.64
Amazon (AMZN) 1.56 1.76k -4% 1949.58
Ishares Inc core msci emkt (IEMG) 1.28 69.59k -7% 40.46
Microsoft Corporation (MSFT) 1.22 17.02k -7% 157.73
Shopify Inc cl a (SHOP) 1.11 5.89k 416.91
Vanguard Value ETF (VTV) 1.09 26.98k -4% 89.08
Schwab Strategic Tr us lrg cap etf (SCHX) 0.95 34.28k 61.26
Alphabet Inc Class A cs (GOOGL) 0.91 1.73k -5% 1162.15
Facebook Inc cl a (FB) 0.84 11.08k -5% 166.76
Netflix (NFLX) 0.72 4.25k -6% 375.56
Vanguard Dividend Appreciation ETF (VIG) 0.71 15.11k 103.41
Vanguard Small-Cap ETF (VB) 0.66 12.58k +49% 115.46
iShares S&P 500 Index (IVV) 0.63 5.37k +14% 258.47
Atlassian Corp Plc cl a (TEAM) 0.58 9.26k 137.21
Okta Inc cl a (OKTA) 0.58 10.53k -5% 122.25
iShares S&P MidCap 400 Growth (IJK) 0.55 6.84k 178.52
Coupa Software (COUP) 0.54 8.52k -5% 139.69
Verizon Communications (VZ) 0.52 21.37k 53.72
Zoom Video Communications In cl a (ZM) 0.46 6.98k NEW 146.07
salesforce (CRM) 0.45 6.88k 143.98
Apple (AAPL) 0.43 3.75k -9% 254.13
At&t (T) 0.42 31.64k 29.14
iShares Russell Midcap Index Fund (IWR) 0.42 21.54k -9% 43.18
Berkshire Hathaway (BRK.B) 0.40 4.80k -7% 182.84
Intuitive Surgical (ISRG) 0.40 1.78k -3% 495.22
iShares Russell Midcap Value Index (IWS) 0.34 11.75k 64.07
Wix (WIX) 0.34 7.53k -4% 100.80
Walt Disney Company (DIS) 0.32 7.41k 96.60
Doubleline Total Etf etf (TOTL) 0.30 14.02k NEW 47.94
First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) 0.27 24.53k NEW 24.13
Invesco S&p Smallcap 600 Revenue Etf etf (RWJ) 0.24 12.71k -5% 41.93
Starbucks Corporation (SBUX) 0.23 7.79k -49% 65.76
iShares Russell 2000 Index (IWM) 0.23 4.50k 114.47
iShares S&P 500 Growth Index (IVW) 0.23 3.08k 164.99
Costco Wholesale Corporation (COST) 0.19 1.46k 285.32
Home Depot (HD) 0.17 2.00k 186.50
WisdomTree Japan Total Dividend (DXJ) 0.15 8.10k 42.10
Vanguard Large-Cap ETF (VV) 0.12 2.23k 118.60
Amgen (AMGN) 0.10 1.10k 203.10
SPDR DJ Wilshire Large Cap (SPLG) 0.10 7.33k +4% 30.27

Past Filings by Viridian Ria

View past SEC 13F filings by Viridian Ria

View all filings