C-J Advisory

C-J Advisory as of March 31, 2020

Portfolio Holdings for C-J Advisory

C-J Advisory holds 28 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FLEXSHARES TR MORNSTAR usmkt (TILT) 17.9 $20M 213k 93.23
iShares Lehman Aggregate Bond (AGG) 9.4 $10M 91k 115.36
Vanguard Large-Cap ETF (VV) 8.6 $9.5M 80k 118.43
Ishares Tr rus200 idx etf (IWL) 7.9 $8.7M 142k 61.55
Flexshares Tr m star dev mkt (TLTD) 7.5 $8.3M 178k 46.44
Vanguard Short-Term Bond ETF (BSV) 6.8 $7.5M 91k 82.18
Autodesk (ADSK) 5.2 $5.8M 37k 156.09
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 5.1 $5.7M 114k 49.88
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 4.1 $4.5M 42k 106.30
iShares FTSE KLD 400 Social Idx (DSI) 3.2 $3.6M 37k 97.39
Vanguard REIT ETF (VNQ) 2.9 $3.2M 45k 69.85
Vanguard Intermediate-Term Bond ETF (BIV) 2.8 $3.1M 35k 89.31
Ishares Inc core msci emkt (IEMG) 2.7 $3.0M 75k 40.47
Ishares Tr msci eafe esg (ESGD) 2.0 $2.3M 42k 53.14
iShares FTSE KLD Select Scil Idx (SUSA) 2.0 $2.2M 20k 109.73
Vanguard Small-Cap ETF (VB) 1.7 $1.9M 16k 115.43
Spdr S&p 500 Etf (SPY) 1.4 $1.6M 6.2k 257.72
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.4 $1.5M 13k 112.97
Nushares Etf Tr esg us aggrgte (NUBD) 1.3 $1.4M 53k 26.50
Nushares Etf Tr a (NUSC) 1.2 $1.3M 62k 21.60
Cisco Systems (CSCO) 1.1 $1.2M 31k 39.29
Facebook Inc cl a (META) 1.0 $1.1M 6.8k 166.76
Ishares Tr esg usd corpt (SUSC) 0.8 $930k 36k 25.71
Ishares Inc msci em esg se (ESGE) 0.7 $769k 28k 27.35
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.6 $695k 14k 49.96
iShares S&P MidCap 400 Growth (IJK) 0.4 $402k 2.3k 178.11
Apple (AAPL) 0.2 $262k 1.0k 254.12
iShares MSCI EAFE Index Fund (EFA) 0.2 $227k 4.3k 53.27