Colton Groome Financial Advisors

Colton Groome Financial Advisors as of Sept. 30, 2019

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 59 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr cmn (SCHV) 8.2 $11M 190k 58.66
SPDR S&P World ex-US (SPDW) 6.9 $9.3M 302k 30.75
Wisdomtree Tr brclys us aggr (AGGY) 6.6 $8.9M 172k 51.83
Spdr Tr russell 1000 lowvol (LGLV) 5.6 $7.6M 68k 110.93
Schwab U S Large Cap Growth ETF (SCHG) 5.3 $7.2M 82k 87.77
Ishares Msci Usa Quality Facto invalid (QUAL) 5.0 $6.7M 70k 96.06
Invesco Qqq Trust Series 1 (QQQ) 5.0 $6.7M 33k 200.97
iShares Dow Jones Select Dividend (DVY) 3.9 $5.3M 51k 103.59
SPDR MSCI ACWI ex-US (CWI) 3.7 $5.0M 199k 25.28
Dbx Etf Tr deutsche usd etf (HYLB) 3.7 $5.0M 100k 49.79
Schwab Strategic Tr us lrg cap etf (SCHX) 3.4 $4.6M 63k 73.69
Doubleline Total Etf etf (TOTL) 3.3 $4.4M 91k 48.69
iShares MSCI EMU Index (EZU) 2.7 $3.7M 91k 40.91
Schwab Emerging Markets Equity ETF (SCHE) 2.5 $3.4M 127k 26.62
Ishares Tr usa min vo (USMV) 2.4 $3.3M 52k 63.38
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 2.2 $3.0M 87k 34.51
iShares Lehman 7-10 Yr Treas. Bond (IEF) 2.1 $2.9M 26k 110.37
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 2.1 $2.8M 49k 57.50
inv grd crp bd (CORP) 2.1 $2.8M 26k 108.48
Invesco S&p 500 Equal Weight Etf (RSP) 1.6 $2.2M 19k 111.53
iShares S&P 500 Value Index (IVE) 1.3 $1.8M 14k 125.60
WisdomTree Japan Total Dividend (DXJ) 1.3 $1.7M 32k 54.53
Jp Morgan Exchange Traded Fd betbuld japan 1.2 $1.7M 68k 25.03
Spdr Series Trust brcly em locl (EBND) 1.0 $1.4M 50k 27.46
iShares S&P 500 Growth Index (IVW) 1.0 $1.3M 7.2k 184.68
iShares S&P MidCap 400 Index (IJH) 0.9 $1.2M 6.1k 199.44
Schwab Strategic Tr sht tm us tres (SCHO) 0.9 $1.2M 23k 50.46
Vanguard Malvern Fds strm infproidx (VTIP) 0.9 $1.2M 24k 49.19
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.8 $1.1M 8.4k 125.70
Vanguard FTSE All-World ex-US ETF (VEU) 0.8 $1.0M 20k 52.37
Vanguard Emerging Markets ETF (VWO) 0.7 $1.0M 24k 42.59
wisdomtreetrusdivd.. (DGRW) 0.7 $940k 20k 47.01
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.7 $918k 18k 50.33
iShares S&P SmallCap 600 Index (IJR) 0.7 $897k 11k 81.16
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.7 $887k 29k 30.80
Vanguard Europe Pacific ETF (VEA) 0.6 $858k 20k 43.02
Flexshares Tr mornstar upstr (GUNR) 0.5 $703k 22k 32.02
Schwab Strategic Tr us aggregate b (SCHZ) 0.5 $688k 13k 53.26
Spdr Short-term High Yield mf (SJNK) 0.5 $673k 25k 26.74
Sch Us Mid-cap Etf etf (SCHM) 0.5 $662k 11k 58.56
Ishares Tr eafe min volat (EFAV) 0.5 $603k 8.0k 75.07
Vanguard Sht Term Govt Bond ETF (VGSH) 0.4 $567k 9.3k 60.75
SPDR DJ Wilshire Large Cap Value (SPYV) 0.4 $542k 16k 33.73
Vanguard REIT ETF (VNQ) 0.4 $509k 5.6k 91.20
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.4 $509k 8.5k 60.18
First Trust Horizon Managed Volatility Domestic Etf etf (HUSV) 0.3 $474k 18k 27.02
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.3 $475k 14k 33.45
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.3 $458k 12k 39.89
Rbc Cad (RY) 0.3 $416k 5.1k 81.78
Spdr Ser Tr cmn (FLRN) 0.3 $398k 13k 30.74
iShares S&P 1500 Index Fund (ITOT) 0.3 $379k 5.4k 69.75
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $370k 4.3k 86.73
Invesco Exchng Traded Fd Tr msci gbl timbr (CUT) 0.2 $335k 12k 28.78
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.2 $324k 4.9k 65.92
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $305k 5.7k 53.57
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.2 $284k 5.4k 53.07
Global X Fds us pfd etf (PFFD) 0.2 $276k 11k 24.78
Vanguard Short-Term Bond ETF (BSV) 0.1 $202k 2.5k 80.51
First Tr Exch Traded Fd Iii Horizon Mngd Etf Added etp (HDMV) 0.1 $209k 6.1k 34.06