Colton Groome Financial Advisors

Colton Groome Financial Advisors as of March 31, 2020

Portfolio Holdings for Colton Groome Financial Advisors

Colton Groome Financial Advisors holds 60 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
Schwab Strategic Tr sht tm us tres (SCHO) 43.7 $53M 1.0M 51.73
Invesco Qqq Trust Series 1 (QQQ) 4.8 $5.8M 30k 190.39
Wisdomtree Tr brclys us aggr (AGGY) 4.4 $5.4M 104k 51.65
Schwab U S Large Cap Growth ETF (SCHG) 4.3 $5.1M 65k 79.64
Ishares Msci Usa Quality Facto invalid (QUAL) 3.3 $4.0M 49k 81.03
Schwab Strategic Tr cmn (SCHV) 2.6 $3.2M 71k 44.27
SPDR S&P World ex-US (SPDW) 2.6 $3.1M 131k 23.94
Ishares Tr Msci Usa Momentum Factor (MTUM) 2.4 $2.9M 27k 106.48
Schwab Emerging Markets Equity ETF (SCHE) 2.3 $2.8M 135k 20.69
SPDR Barclays Capital Aggregate Bo (SPAB) 1.6 $1.9M 63k 30.23
Schwab Strategic Tr us lrg cap etf (SCHX) 1.4 $1.7M 28k 61.25
iShares Lehman 7-10 Yr Treas. Bond (IEF) 1.4 $1.7M 14k 121.49
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.2 $1.5M 9.1k 165.02
Invesco S&p 500 Equal Weight Etf (RSP) 1.1 $1.4M 17k 83.99
Invesco Exchange W&p 500 Qualit equities (SPHQ) 1.1 $1.3M 43k 29.93
iShares MSCI Emerging Markets Indx (EEM) 1.1 $1.3M 38k 34.13
iShares S&P 500 Value Index (IVE) 1.0 $1.2M 13k 96.24
SPDR DJ Wilshire Large Cap Growth (SPYG) 1.0 $1.2M 34k 35.75
inv grd crp bd (CORP) 0.9 $1.1M 11k 105.89
iShares S&P 500 Growth Index (IVW) 0.9 $1.1M 6.7k 164.98
Vanguard Malvern Fds strm infproidx (VTIP) 0.8 $1.0M 21k 48.71
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.8 $1.0M 8.1k 123.54
Dbx Etf Tr deutsche usd etf (HYLB) 0.8 $988k 22k 44.08
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) 0.8 $944k 26k 36.03
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.8 $904k 9.4k 96.64
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.7 $837k 15k 56.28
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.7 $804k 27k 30.25
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.7 $795k 7.9k 100.15
Vanguard FTSE All-World ex-US ETF (VEU) 0.6 $774k 19k 41.04
iShares S&P MidCap 400 Index (IJH) 0.6 $734k 5.1k 143.84
Vanguard Emerging Markets ETF (VWO) 0.6 $690k 21k 33.56
SPDR Barclays Capital Convertible SecETF (CWB) 0.6 $662k 14k 47.89
Ishares Tr usa min vo (USMV) 0.6 $661k 12k 54.03
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.5 $641k 16k 39.93
Schwab International Equity ETF (SCHF) 0.5 $630k 24k 25.82
iShares S&P SmallCap 600 Index (IJR) 0.4 $531k 9.5k 56.11
Vanguard Europe Pacific ETF (VEA) 0.4 $519k 16k 33.34
Vanguard Sht Term Govt Bond ETF (VGSH) 0.4 $521k 8.4k 62.30
Flexshares Tr mornstar upstr (GUNR) 0.3 $395k 18k 22.53
Spdr S&p 500 Etf (SPY) 0.3 $369k 1.4k 257.68
Spdr Short-term High Yield mf (SJNK) 0.3 $370k 16k 23.54
Pgx etf (PGX) 0.3 $364k 28k 13.15
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) 0.3 $366k 13k 28.47
Spdr Ser Tr cmn (FLRN) 0.3 $347k 12k 29.43
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 0.3 $350k 6.0k 58.61
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.3 $334k 6.4k 52.33
Vanguard REIT ETF (VNQ) 0.3 $336k 4.8k 69.78
wisdomtreetrusdivd.. (DGRW) 0.3 $333k 8.6k 38.86
Invesco Senior Loan Etf otr (BKLN) 0.3 $329k 16k 20.43
Rbc Cad (RY) 0.3 $313k 5.1k 61.53
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.3 $313k 4.4k 70.62
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.3 $311k 7.3k 42.86
iShares S&P 1500 Index Fund (ITOT) 0.2 $301k 5.3k 57.22
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.2 $250k 4.6k 54.54
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.2 $247k 7.5k 33.13
Schwab Strategic Tr us aggregate b (SCHZ) 0.2 $227k 4.2k 54.18
Ishares Tr eafe min volat (EFAV) 0.2 $225k 3.6k 62.07
Vanguard Short-Term Bond ETF (BSV) 0.2 $218k 2.6k 82.36
SPDR DJ Wilshire Large Cap Value (SPYV) 0.2 $223k 8.6k 25.81
iShares Lehman Aggregate Bond (AGG) 0.2 $201k 1.7k 115.12