Ford Financial Group

Ford Financial Group as of March 31, 2018

Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 44 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 23.9 $31M 226k 135.72
SPDR DJ Wilshire Large Cap Value (SPYV) 18.0 $23M 784k 29.40
SPDR DJ Wilshire Large Cap Growth (SPYG) 11.8 $15M 452k 33.52
Ishares Inc core msci emkt (IEMG) 4.5 $5.7M 98k 58.39
iShares Russell Midcap Growth Idx. (IWP) 4.1 $5.3M 43k 122.95
Vanguard Small-Cap Value ETF (VBR) 4.1 $5.2M 40k 129.41
Vanguard Total Bond Market ETF (BND) 3.0 $3.8M 48k 79.93
iShares MSCI EAFE Index Fund (EFA) 2.8 $3.6M 52k 69.68
Vanguard Small-Cap Growth ETF (VBK) 2.8 $3.6M 22k 163.92
Vanguard Extended Market ETF (VXF) 2.7 $3.5M 31k 111.55
iShares S&P MidCap 400 Index (IJH) 2.5 $3.1M 17k 187.57
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 2.4 $3.1M 36k 84.82
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.9 $2.4M 37k 65.88
Ssga Active Etf Tr blkstn gsosrln (SRLN) 1.9 $2.4M 51k 47.41
iShares Russell 3000 Growth Index (IUSG) 1.8 $2.3M 43k 54.60
iShares Russell 3000 Value Index (IUSV) 1.4 $1.7M 33k 53.09
SPDR Barclays Capital High Yield B 1.2 $1.5M 43k 35.83
iShares Russell 2000 Index (IWM) 1.0 $1.2M 8.1k 151.81
Cornerstone Strategic Value (CLM) 0.8 $982k 64k 15.27
Cornerstone Total Rtrn Fd In (CRF) 0.7 $916k 61k 15.12
iShares Russell Midcap Value Index (IWS) 0.7 $908k 11k 86.39
Franklin Templeton (FTF) 0.7 $914k 82k 11.17
Apple (AAPL) 0.5 $638k 3.8k 167.72
Vanguard Dividend Appreciation ETF (VIG) 0.5 $620k 6.1k 100.99
Global X Fds glb x mlp enr 0.5 $591k 50k 11.75
Barings Global Short Duration Com cef (BGH) 0.4 $478k 26k 18.64
PowerShares QQQ Trust, Series 1 0.3 $419k 2.6k 159.98
Central Valley Community Ban 0.3 $391k 20k 19.55
Voya Global Eq Div & Pr Opp (IGD) 0.3 $329k 45k 7.29
First Trust DJ Internet Index Fund (FDN) 0.2 $318k 2.6k 120.41
iShares Barclays TIPS Bond Fund (TIP) 0.2 $311k 2.8k 113.05
Calamos (CCD) 0.2 $279k 14k 19.61
Berkshire Hathaway (BRK.B) 0.2 $252k 1.3k 199.21
Amazon (AMZN) 0.2 $259k 179.00 1446.93
Realty Income (O) 0.2 $245k 4.8k 51.54
Bank of America Corporation (BAC) 0.2 $235k 7.9k 29.90
Chevron Corporation (CVX) 0.2 $227k 2.0k 113.78
Spdr S&p 500 Etf (SPY) 0.2 $214k 816.00 262.25
Nuveen Insd Dividend Advantage (NVG) 0.2 $222k 15k 14.46
Wisdomtree Tr intl hedge eqt (HEDJ) 0.2 $208k 3.3k 62.48
General Electric Company 0.1 $195k 15k 13.43
Ivy High Income Opportunities 0.1 $180k 13k 14.17
Calamos Conv. Opptys. & Income Fund (CHI) 0.1 $148k 13k 11.04
Clearbridge Energy Mlp Opp F 0.1 $101k 10k 9.81