Ashford Advisors as of Dec. 31, 2020
Portfolio Holdings for Ashford Advisors
Ashford Advisors holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 76.9 | $127M | 339k | 375.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.8 | $21M | 109k | 194.64 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 7.4 | $12M | 135k | 90.99 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $1.9M | 8.5k | 223.52 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.2M | 4.0k | 305.75 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $579k | 5.5k | 105.95 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $427k | 1.9k | 229.57 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $409k | 4.5k | 90.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $248k | 720.00 | 344.44 |
