Ashford Advisors as of March 31, 2022
Portfolio Holdings for Ashford Advisors
Ashford Advisors holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p 500 Etf (IVV) | 63.3 | $193M | 425k | 453.69 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.2 | $56M | 244k | 227.67 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 9.5 | $29M | 492k | 58.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.7 | $15M | 271k | 53.39 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.5 | $4.4M | 45k | 99.77 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.2 | $3.7M | 45k | 81.08 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $1.4M | 4.0k | 346.75 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $700k | 5.5k | 128.09 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $633k | 2.4k | 262.33 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $499k | 1.9k | 268.28 | |
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.2 | $473k | 4.2k | 112.09 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $472k | 7.7k | 60.94 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $328k | 5.7k | 57.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $299k | 720.00 | 415.28 |
