Viridian Ria

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

Companies in the Viridian Ria portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Europe Pacific ETF (VEA) 10.18 647556 +3% 44.06
SPDR S&P; 500 ETF (SPY) 9.97 86850 321.85
iShares S&P; SmallCap 600 Index (IJR) 9.88 330355 83.85
Invesco Qqq Trust Series 1 6.31 83228 NEW 212.61
SPDR S&P; MidCap 400 ETF (MDY) 6.00 44806 -2% 375.37
Vanguard Emerging Markets ETF (VWO) 5.69 358788 44.47
Vanguard Mid-Cap ETF (VO) 5.31 83600 +7% 178.18
Vanguard Growth ETF (VUG) 4.33 66588 +7% 182.16
Utilities SPDR (XLU) 4.15 180076 64.62
Consumer Staples Select Sect. SPDR (XLP) 4.01 178537 +3% 62.98
Health Care SPDR (XLV) 3.99 109826 +3840% 101.86
iShares Lehman Short Treasury Bond (SHV) 3.90 99115 +4% 110.46
iShares S&P; 500 Value Index (IVE) 2.99 64443 +2% 130.08
Ishares Core Msci Eafe Etf core msci eafe 2.00 85772 +3% 65.24
Spdr Ser Tr 1 3 hgh yield 1.57 48178 +7% 91.43
Ishares Inc core msci emkt 1.44 75094 +6% 53.76
Amazon (AMZN) 1.22 1848 1847.94
Vanguard Value ETF (VTV) 1.21 28243 119.85
Microsoft Corporation (MSFT) 1.04 18406 157.72
Schwab Strategic Tr us lrg cap etf 0.96 34914 76.82
Alphabet Inc Class A cs 0.88 1834 +4% 1339.15
Facebook Inc cl a 0.86 11767 +10% 205.23
Shopify Inc cl a 0.84 5899 -5% 397.53
Vanguard Dividend Appreciation ETF (VIG) 0.67 15105 124.66
iShares S&P; MidCap 400 Growth (IJK) 0.58 6845 238.13
iShares S&P; 500 Index (IVV) 0.54 4672 -6% 323.20
Netflix (NFLX) 0.52 4541 +5% 323.50
iShares Russell Midcap Index Fund (IWR) 0.50 23724 59.60
Vanguard Small-Cap ETF (VB) 0.50 8415 +18% 165.66
Starbucks Corporation (SBUX) 0.48 15272 +3% 87.94
Verizon Communications (VZ) 0.47 21398 -4% 61.41
Coupa Software 0.47 9060 -6% 146.25
Okta Inc cl a 0.46 11175 -5% 115.35
AT&T; (T) 0.44 31680 -2% 39.08
Apple (AAPL) 0.44 4156 +72% 293.79
Berkshire Hathaway (BRK.B) 0.42 5202 -2% 226.45
salesforce (CRM) 0.41 7014 162.67
iShares Russell Midcap Value Index (IWS) 0.40 11752 94.79
Atlassian Corp Plc cl a 0.40 9261 120.29
Walt Disney Company (DIS) 0.39 7492 144.69
Intuitive Surgical (ISRG) 0.39 1844 +9% 591.11
Wix Com Ltd shs 0.34 7871 -2% 122.35
Invesco S&p Smallcap 600 Revenue Etf etf 0.33 13392 68.10
iShares Russell 2000 Index (IWM) 0.27 4519 165.74
Zscaler Incorporated 0.24 14677 46.47
iShares S&P; 500 Growth Index (IVW) 0.22 3143 193.76
Costco Wholesale Corporation (COST) 0.16 1485 +20% 293.60
Home Depot (HD) 0.16 2000 218.50
WisdomTree Japan Total Dividend Fd (DXJ) 0.16 8100 53.83
Consumer Discretionary SPDR (XLY) 0.13 2951 -96% 125.38
Vanguard Large-Cap ETF (VV) 0.12 2219 147.81
Ishares Tr usa min vo 0.10 4457 +17% 65.51
Amgen (AMGN) 0.09 1098 241.35
iShares Dow Jones Select Dividend (DVY) 0.09 2427 NEW 105.48
SPDR DJ Wilshire Large Cap (ELR) 0.09 7029 +4% 37.84
Invesco S&p 500 Equal Weight Etf 0.09 2167 NEW 115.83
Technology SPDR (XLK) 0.08 2369 -4% 91.60
Financial Select Sector SPDR (XLF) 0.08 7621 -9% 30.84
iShares S&P; MidCap 400 Index (IJH) 0.07 990 NEW 206.06

Past 13F-HR SEC Filings by Viridian Ria

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