Change Path

Change Path as of June 30, 2020

Portfolio Holdings for Change Path

Change Path holds 243 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange-traded F Us Aggregate 12.9 $83M 3.0M 27.98
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 5.9 $38M 761k 49.41
Vanguard Index Fds Growth Etf (VUG) 4.2 $27M 129k 206.19
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 4.0 $26M 856k 29.74
J P Morgan Exchange-traded F Diversfed Rtrn (JPME) 4.0 $25M 421k 60.37
Vanguard Index Fds Value Etf (VTV) 3.9 $25M 253k 99.34
J P Morgan Exchange-traded F Jpmorgan Diver (JPUS) 3.7 $24M 338k 69.38
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 2.9 $19M 456k 40.94
Pimco Etf Tr Active Bd Etf (BOND) 2.9 $19M 167k 111.56
J P Morgan Exchange-traded F Diversfd Eqt Etf (JPSE) 2.7 $18M 643k 27.16
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 2.6 $16M 358k 45.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $13M 156k 83.45
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $13M 164k 78.53
Ishares Tr Core Intl Aggr (IAGG) 1.6 $10M 187k 55.66
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 1.5 $9.9M 202k 49.11
Ishares Tr Faln Angls Usd (FALN) 1.3 $8.5M 322k 26.22
Vanguard Index Fds Small Cp Etf (VB) 1.3 $8.4M 59k 144.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $8.4M 196k 42.55
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.3 $8.3M 198k 41.67
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 1.2 $8.0M 304k 26.20
Vanguard World Mega Cap Index (MGC) 1.2 $7.5M 69k 109.48
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $6.6M 71k 93.19
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $6.3M 179k 35.21
Invesco Activly Mangd Etc Optimum Yield (PDBC) 1.0 $6.1M 473k 12.95
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.9 $5.9M 109k 54.28
Northern Lts Fd Tr Iv Inspire 100etf (BIBL) 0.8 $5.1M 168k 30.45
Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $4.8M 43k 111.64
Apple (AAPL) 0.7 $4.7M 13k 364.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $4.2M 49k 86.60
Microsoft Corporation (MSFT) 0.6 $4.1M 20k 203.43
Northern Lts Fd Tr Iv Inspire Corp (IBD) 0.6 $4.0M 151k 26.31
J P Morgan Exchange-traded F Corp Bd Resch (BBCB) 0.6 $3.9M 69k 57.02
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.6 $3.9M 97k 40.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $3.6M 35k 101.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.3M 11k 307.95
J P Morgan Exchange-traded F High Yld Resrch (BBHY) 0.5 $3.2M 66k 48.61
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $3.1M 102k 30.78
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $3.1M 85k 36.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $3.0M 54k 55.00
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.4 $2.7M 47k 58.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $2.7M 49k 56.25
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.4 $2.7M 45k 59.52
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $2.7M 88k 30.27
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $2.6M 68k 37.82
Ishares Tr Mbs Etf (MBB) 0.4 $2.6M 23k 110.80
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $2.4M 39k 62.53
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $2.4M 48k 50.70
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $2.4M 23k 101.92
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $2.4M 76k 31.25
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $2.3M 38k 59.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.2M 74k 29.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $2.2M 42k 51.73
Timothy Plan Hig Dv Stk Etf (TPHD) 0.3 $2.2M 99k 21.90
Fidelity Covington Tr High Yild Etf (FDHY) 0.3 $2.1M 41k 51.39
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $2.1M 78k 26.57
Amazon (AMZN) 0.3 $2.0M 718.00 2757.14
Spdr Ser Tr S&p Biotech (XBI) 0.3 $1.9M 17k 111.69
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.9M 16k 120.00
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $1.8M 39k 46.95
Invesco Actively Managed Etf Active Us Real (PSR) 0.3 $1.8M 22k 80.85
Honeywell International (HON) 0.3 $1.7M 12k 144.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.6M 10k 156.53
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $1.6M 17k 91.40
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.2 $1.5M 29k 52.66
Innovator Etfs Tr Ii Lunt Low Vol Hig 0.2 $1.5M 49k 30.70
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.5M 43k 34.82
Home Depot (HD) 0.2 $1.5M 5.8k 250.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.4M 29k 49.18
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.4M 11k 120.00
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.3M 27k 49.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.3M 7.4k 177.77
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 7.6k 167.74
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $1.3M 40k 31.38
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $1.2M 11k 114.29
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.2M 4.0k 308.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 5.0k 247.63
UnitedHealth (UNH) 0.2 $1.2M 4.1k 291.93
Adobe Systems Incorporated (ADBE) 0.2 $1.2M 2.7k 435.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $1.1M 45k 24.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.0M 17k 62.56
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.0M 37k 27.61
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $1.0M 50k 20.02
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $985k 14k 68.70
Ishares Msci Brazil Etf (EWZ) 0.2 $965k 34k 28.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $961k 14k 66.67
Global X Fds Mill Themc Etf (MILN) 0.1 $940k 34k 27.62
Global X Fds Msci China Cnsmr (CHIQ) 0.1 $937k 44k 21.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $931k 7.7k 120.32
Spdr Ser Tr Blomberg 1 10 Yr (TIPX) 0.1 $925k 46k 20.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $923k 4.8k 192.23
Ishares Msci Mexico Etf (EWW) 0.1 $920k 29k 31.88
American Express Company (AXP) 0.1 $916k 9.6k 95.21
Global X Fds Social Med Etf (SOCL) 0.1 $896k 21k 42.59
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $891k 15k 58.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $875k 17k 50.57
Global X Fds Internet Of Thng (SNSR) 0.1 $870k 37k 23.85
Spdr Ser Tr Aerospace Def (XAR) 0.1 $865k 9.9k 87.65
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $844k 25k 33.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $826k 6.3k 131.78
Mastercard Incorporated Cl A (MA) 0.1 $820k 2.8k 298.08
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $818k 25k 32.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $815k 2.9k 283.38
Global X Fds Fintech Etf (FINX) 0.1 $810k 24k 33.38
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $750k 21k 36.36
Global X Fds Us Pfd Etf (PFFD) 0.1 $741k 32k 23.19
Visa Com Cl A (V) 0.1 $713k 3.6k 195.45
Global X Fds Cloud Computng (CLOU) 0.1 $699k 33k 21.47
Ishares Tr Usa Momentum Fct (MTUM) 0.1 $671k 5.1k 131.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $666k 444.00 1500.00
Starbucks Corporation (SBUX) 0.1 $656k 8.9k 73.48
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.1 $654k 20k 32.00
Johnson & Johnson (JNJ) 0.1 $650k 4.6k 140.69
Spdr Ser Tr Portfli Mortgage (SPMB) 0.1 $638k 24k 26.72
At&t (T) 0.1 $626k 21k 30.16
Vanguard World Fds Health Car Etf (VHT) 0.1 $593k 3.1k 192.72
Union Pacific Corporation (UNP) 0.1 $571k 3.4k 169.03
Ishares Tr Tips Bd Etf (TIP) 0.1 $569k 4.6k 123.19
Ishares Gold Trust Ishares 0.1 $568k 33k 17.02
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $564k 3.5k 162.92
Broadcom (AVGO) 0.1 $557k 1.8k 313.95
Texas Instruments Incorporated (TXN) 0.1 $552k 4.4k 125.00
Sherwin-Williams Company (SHW) 0.1 $552k 951.00 580.65
Northrop Grumman Corporation (NOC) 0.1 $549k 1.8k 301.89
Boeing Company (BA) 0.1 $547k 3.0k 182.99
Facebook Cl A (META) 0.1 $543k 2.4k 226.89
Verizon Communications (VZ) 0.1 $537k 9.7k 55.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $533k 4.0k 133.68
CSX Corporation (CSX) 0.1 $528k 7.6k 69.75
Broadridge Financial Solutions (BR) 0.1 $527k 4.2k 125.58
Activision Blizzard 0.1 $527k 7.0k 75.43
Intuit (INTU) 0.1 $527k 1.7k 301.08
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $525k 14k 39.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $525k 3.7k 140.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $524k 5.5k 95.64
Danaher Corporation (DHR) 0.1 $522k 2.9k 178.34
Allegion Ord Shs (ALLE) 0.1 $522k 5.1k 101.82
Tyson Foods Cl A (TSN) 0.1 $517k 8.7k 59.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $516k 17k 30.82
Zoetis Cl A (ZTS) 0.1 $514k 3.8k 135.00
Vaneck Vectors Etf Tr Amt Free Long Mu (MLN) 0.1 $513k 24k 21.14
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $512k 36k 14.13
Moody's Corporation (MCO) 0.1 $511k 1.9k 275.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $509k 15k 33.43
Dollar General (DG) 0.1 $508k 2.6k 192.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $505k 6.1k 82.61
Cintas Corporation (CTAS) 0.1 $504k 1.9k 262.14
Roper Industries (ROP) 0.1 $501k 1.3k 382.35
Pepsi (PEP) 0.1 $499k 3.7k 133.33
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.1 $497k 16k 31.55
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $488k 20k 24.57
Cme (CME) 0.1 $481k 3.0k 160.49
JPMorgan Chase & Co. (JPM) 0.1 $479k 5.0k 95.45
Ishares Tr Msci Min Vol Etf (USMV) 0.1 $478k 7.9k 60.68
Ishares Tr Core Div Grwth (DGRO) 0.1 $475k 13k 37.58
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $472k 2.8k 169.72
Intel Corporation (INTC) 0.1 $471k 7.9k 59.80
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.1 $470k 16k 30.30
Invesco Exchange-traded Fd T Var Rate Pfd (VRP) 0.1 $468k 20k 23.78
Ishares Tr Broad Usd High (USHY) 0.1 $466k 12k 38.20
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $465k 3.8k 122.77
United Parcel Service CL B (UPS) 0.1 $454k 4.1k 111.30
Timothy Plan Intl Etf (TPIF) 0.1 $452k 20k 22.65
Deere & Company (DE) 0.1 $449k 2.9k 157.27
Accenture Plc Ireland Shs Class A (ACN) 0.1 $443k 2.1k 214.53
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $421k 4.1k 101.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $417k 7.7k 54.16
Exxon Mobil Corporation (XOM) 0.1 $416k 9.3k 44.73
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $410k 15k 28.16
Abbott Laboratories (ABT) 0.1 $404k 4.4k 91.36
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $396k 4.0k 100.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $392k 7.4k 53.05
Goldman Sachs (GS) 0.1 $388k 2.0k 197.46
Ishares Tr Short Treas Bd (SHV) 0.1 $387k 3.5k 110.82
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $372k 4.2k 88.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $372k 3.8k 97.36
Wisdomtree Tr Cboe S&p 500 (PUTW) 0.1 $366k 15k 25.02
Proshares Tr Hd Replication (HDG) 0.1 $364k 8.0k 45.71
Paypal Holdings (PYPL) 0.1 $364k 2.1k 174.76
Dbx Etf Tr Xtrack Msci All (DBAW) 0.1 $363k 14k 26.63
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $363k 10k 34.95
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $363k 8.9k 40.98
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $363k 2.7k 133.33
Netflix (NFLX) 0.1 $350k 770.00 454.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $347k 5.0k 69.53
Lennar Corp Cl A (LEN) 0.1 $347k 5.6k 61.59
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.1 $337k 11k 32.26
Commerce Bancshares (CBSH) 0.1 $336k 5.6k 59.54
Tesla Motors (TSLA) 0.1 $332k 307.00 1082.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $330k 4.0k 81.56
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.0 $317k 15k 21.36
Ishares Tr Us Aer Def Etf (ITA) 0.0 $311k 1.9k 164.64
Abbvie (ABBV) 0.0 $306k 3.1k 99.57
Sempra Energy (SRE) 0.0 $306k 2.6k 117.20
Eli Lilly & Co. (LLY) 0.0 $304k 1.8k 166.67
Philip Morris International (PM) 0.0 $300k 4.3k 69.98
Fs Kkr Capital Corp. Ii 0.0 $292k 23k 12.90
McDonald's Corporation (MCD) 0.0 $287k 1.6k 184.72
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $285k 7.8k 36.55
EOG Resources (EOG) 0.0 $282k 5.6k 50.66
Ishares Tr Rus 1000 Etf (IWB) 0.0 $282k 1.6k 171.64
Proshares Tr Ii Ultra Vix Short 0.0 $279k 8.5k 32.82
Cerner Corporation 0.0 $278k 4.1k 68.62
The Trade Desk Com Cl A (TTD) 0.0 $277k 681.00 407.41
ConocoPhillips (COP) 0.0 $276k 6.5k 42.18
Bristol Myers Squibb (BMY) 0.0 $268k 4.5k 60.00
Invesco Exchange Traded Fd T Gbl Listed Pvt 0.0 $262k 25k 10.37
Vaneck Vectors Etf Tr Amt Free Int Etf (ITM) 0.0 $255k 5.0k 51.00
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $253k 934.00 270.88
Evergy (EVRG) 0.0 $248k 4.2k 59.19
United Sts Oil Units (USO) 0.0 $246k 8.8k 28.03
NVIDIA Corporation (NVDA) 0.0 $246k 647.00 380.22
Alphabet Cap Stk Cl C (GOOG) 0.0 $245k 175.00 1400.00
Lockheed Martin Corporation (LMT) 0.0 $241k 663.00 363.64
Chevron Corporation (CVX) 0.0 $238k 2.7k 89.39
Ishares Tr Expanded Tech (IGV) 0.0 $237k 834.00 284.17
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $237k 2.6k 90.08
Disney Walt Com Disney (DIS) 0.0 $237k 2.0k 117.65
Epam Systems (EPAM) 0.0 $229k 973.00 235.29
Altria (MO) 0.0 $227k 5.8k 39.08
Oneok (OKE) 0.0 $227k 6.8k 33.29
Norfolk Southern (NSC) 0.0 $227k 1.3k 175.70
Paycom Software (PAYC) 0.0 $227k 755.00 300.00
Cisco Systems (CSCO) 0.0 $225k 4.8k 46.48
Wal-Mart Stores (WMT) 0.0 $224k 1.9k 119.86
Vaneck Vectors Etf Tr Mtg Reit Income (MORT) 0.0 $223k 17k 13.44
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $223k 4.5k 49.61
First Tr Nasdaq-100 Tech Ind Dj Internt Idx (FDN) 0.0 $221k 1.3k 170.39
Phillips 66 (PSX) 0.0 $220k 3.1k 71.98
Rockwell Automation (ROK) 0.0 $216k 1.0k 212.70
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $214k 1.7k 125.15
Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $211k 6.0k 35.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $206k 1.3k 161.54
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $203k 7.7k 26.32
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $202k 1.0k 194.44
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $200k 7.3k 27.30
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $193k 11k 17.18
General Electric Company 0.0 $162k 24k 6.78
First Tr Exchange-traded Multi Asset Di (MDIV) 0.0 $157k 12k 13.66
Ford Motor Company (F) 0.0 $155k 26k 6.02
American Fin Tr Com Class A 0.0 $109k 14k 7.95
United States Steel Corporation (X) 0.0 $79k 11k 7.18
Apyx Medical Corporation (APYX) 0.0 $57k 10k 5.55
Ampio Pharmaceuticals 0.0 $12k 18k 0.66