Ford Financial Group

Ford Financial Group as of March 31, 2019

Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 71 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 16.9 $24M 163k 144.71
SPDR DJ Wilshire Large Cap Value (SPYV) 14.5 $20M 669k 30.28
SPDR DJ Wilshire Large Cap Growth (SPYG) 13.8 $19M 518k 37.21
Ishares Inc core msci emkt (IEMG) 7.3 $10M 196k 51.71
iShares Russell Midcap Growth Idx. (IWP) 3.5 $4.8M 36k 135.65
Vanguard Total Bond Market ETF (BND) 3.2 $4.4M 55k 81.18
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.0 $4.2M 48k 86.86
Invesco S&p 500 Low Volatility Etf (SPLV) 2.7 $3.7M 71k 52.63
iShares S&P MidCap 400 Index (IJH) 2.5 $3.4M 18k 189.35
Ishares Tr Global Reit Etf (REET) 2.3 $3.2M 119k 26.72
Vanguard Small-Cap Value ETF (VBR) 2.1 $2.9M 23k 128.72
Ssga Active Etf Tr blkstn gsosrln (SRLN) 2.1 $2.9M 63k 46.05
iShares Russell 3000 Growth Index (IUSG) 1.8 $2.6M 42k 60.30
iShares Russell 3000 Value Index (IUSV) 1.5 $2.0M 37k 54.81
iShares Russell 2000 Index (IWM) 1.2 $1.7M 11k 153.04
Cornerstone Strategic Value (CLM) 1.2 $1.7M 141k 12.18
JPMorgan Chase & Co. (JPM) 1.2 $1.6M 16k 101.22
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.2 $1.6M 27k 60.75
iShares Barclays TIPS Bond Fund (TIP) 1.1 $1.6M 14k 113.02
Cornerstone Total Rtrn Fd In (CRF) 1.1 $1.5M 125k 11.99
Realty Income (O) 1.0 $1.4M 19k 73.56
Chevron Corporation (CVX) 0.9 $1.3M 11k 123.12
Franklin Templeton (FTF) 0.9 $1.3M 130k 9.62
Exxon Mobil Corporation (XOM) 0.8 $1.2M 14k 80.76
Vanguard Small-Cap Growth ETF (VBK) 0.8 $1.1M 6.2k 179.72
Apple (AAPL) 0.7 $974k 5.1k 189.94
SPDR Barclays Capital High Yield B 0.7 $931k 26k 35.95
Vanguard Dividend Appreciation ETF (VIG) 0.6 $818k 7.5k 109.55
Barings Global Short Duration Com cef (BGH) 0.5 $699k 39k 18.08
Amazon (AMZN) 0.5 $690k 388.00 1778.35
iShares Russell Midcap Value Index (IWS) 0.4 $600k 6.9k 86.84
Ishares Tr trs flt rt bd (TFLO) 0.4 $518k 10k 50.33
First Trust DJ Internet Index Fund (FDN) 0.4 $508k 3.7k 138.80
Cisco Systems (CSCO) 0.3 $490k 9.1k 53.94
Alerian Mlp Etf 0.3 $471k 47k 10.02
Microsoft Corporation (MSFT) 0.3 $446k 3.8k 117.77
Energy Select Sector SPDR (XLE) 0.3 $446k 6.8k 65.98
Voya Global Eq Div & Pr Opp (IGD) 0.3 $415k 64k 6.49
Central Valley Community Ban 0.3 $394k 20k 19.51
Invesco Qqq Trust Series 1 (QQQ) 0.3 $393k 2.2k 179.45
Johnson & Johnson (JNJ) 0.3 $369k 2.6k 139.67
Spdr S&p 500 Etf (SPY) 0.2 $332k 1.2k 281.83
First Trust Iv Enhanced Short (FTSM) 0.2 $320k 5.3k 59.84
Berkshire Hathaway (BRK.B) 0.2 $306k 1.5k 200.66
Calamos (CCD) 0.2 $309k 15k 20.29
Boeing Company (BA) 0.2 $289k 760.00 380.26
Eversource Energy (ES) 0.2 $299k 4.2k 70.79
Harley-Davidson (HOG) 0.2 $285k 8.0k 35.62
General Mills (GIS) 0.2 $281k 5.4k 51.72
Evergy (EVRG) 0.2 $268k 4.6k 57.90
Verizon Communications (VZ) 0.2 $255k 4.3k 59.03
DTE Energy Company (DTE) 0.2 $252k 2.0k 124.51
Medical Properties Trust (MPW) 0.2 $233k 13k 18.51
First Trust Value Line Dividend Indx Fnd (FVD) 0.2 $242k 7.5k 32.38
Consolidated Edison (ED) 0.2 $229k 2.7k 84.56
Visa (V) 0.2 $218k 1.4k 155.49
Kayne Anderson MLP Investment (KYN) 0.2 $222k 14k 16.03
Invesco Van Kampen Senior Income Trust (VVR) 0.2 $225k 54k 4.20
Alps Etf sectr div dogs (SDOG) 0.2 $219k 5.1k 42.77
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $226k 4.5k 50.22
Pepsi (PEP) 0.1 $211k 1.7k 122.04
SPDR S&P Dividend (SDY) 0.1 $209k 2.1k 99.29
Blackstone Gso Lng Shrt Cr I (BGX) 0.1 $207k 14k 15.22
Sprott Physical Gold & S (CEF) 0.1 $204k 17k 12.40
Calamos Conv. Opptys. & Income Fund (CHI) 0.1 $162k 16k 10.12
Ivy High Income Opportunities 0.1 $171k 13k 13.46
General Electric Company 0.1 $147k 15k 9.96
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) 0.1 $139k 13k 10.45
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $138k 11k 12.64
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $133k 16k 8.09
Clearbridge Energy Mlp Opp F 0.1 $118k 12k 9.59