Ford Financial Group

Ford Financial Group as of Dec. 31, 2020

Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 99 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Prtflo S&p500 Vl (SPYV) 12.0 $26M 741k 34.39
Vanguard Total Total Stk Mkt (VTI) 11.9 $25M 129k 194.64
Spdr Portfolio Prtflo S&p500 Gw (SPYG) 10.4 $22M 399k 55.29
Ishares Core Core Msci Eafe (IEFA) 4.8 $10M 147k 69.09
Wisdomtree 90/60 90/60 Balnced Fd (NTSX) 3.9 $8.2M 225k 36.60
Vanguard Total Total Bnd Mrkt (BND) 3.8 $8.0M 91k 88.19
Ishares Core Core S&p Mcp Etf (IJH) 2.9 $6.1M 27k 229.81
Vanguard Intermediate Int-term Corp (VCIT) 2.8 $6.0M 61k 97.13
Ishares Msci Msci Usa Min Vol (USMV) 2.7 $5.7M 84k 67.88
Ishares Core Core S&p500 Etf (IVV) 2.6 $5.6M 15k 375.40
Ishares Russell Rus Md Cp Gr Etf (IWP) 2.2 $4.7M 46k 102.63
Invesco Qqq Unit Ser 1 (QQQ) 2.2 $4.7M 15k 313.73
Vanguard Small Sml Cp Grw Etf (VBK) 2.2 $4.6M 17k 267.64
Vanguard Small Sm Cp Val Etf (VBR) 2.0 $4.3M 31k 142.21
Ishares S&p Core S&p Us Gwt (IUSG) 2.0 $4.3M 49k 88.67
Ishares Core Core Msci Emkt (IEMG) 2.0 $4.2M 67k 62.04
Ishares Msci Msci Usa Qlt Fct (QUAL) 1.8 $3.8M 32k 116.18
Invesco S&p S&p500 Pur Val (RPV) 1.7 $3.6M 59k 61.45
Apple (AAPL) 1.5 $3.1M 24k 132.68
Cornerstone Strategic Value (CLM) 1.4 $2.9M 248k 11.73
Ishares Russell Russell 2000 Etf (IWM) 1.4 $2.9M 15k 196.06
Cornerstone Total Rtrn Fd In (CRF) 1.3 $2.7M 238k 11.40
Ishares Russ Rus Mdcp Val Etf (IWS) 1.1 $2.3M 24k 96.94
Ishares Broad Broad Usd High (USHY) 1.1 $2.3M 55k 41.26
Ishares Core Core S&p Us Vlu (IUSV) 1.0 $2.2M 36k 62.18
Ishares Gold Ishares 0.8 $1.8M 99k 18.12
Ishares Jpmorgan Jpmorgan Usd Emg (EMB) 0.8 $1.7M 15k 115.89
Visa Com Cl A (V) 0.7 $1.5M 6.9k 218.69
JPMorgan Chase & Co. (JPM) 0.7 $1.4M 11k 127.05
First Trust First Tr Enh New (FTSM) 0.7 $1.4M 24k 60.00
Teladoc (TDOC) 0.6 $1.3M 6.4k 199.91
Realty Income (O) 0.6 $1.2M 19k 62.17
Ishares Core Core S&p Scp Etf (IJR) 0.5 $1.2M 13k 91.86
Amazon (AMZN) 0.5 $1.1M 326.00 3254.60
Vanguard Dividend Div App Etf (VIG) 0.5 $956k 6.8k 141.04
Microsoft Corporation (MSFT) 0.4 $945k 4.3k 222.30
Chevron Corporation (CVX) 0.4 $918k 11k 84.38
First Trust SHS (FVD) 0.4 $888k 25k 35.07
Franklin Templeton (FTF) 0.4 $832k 88k 9.42
Boeing Company (BA) 0.3 $697k 3.3k 214.00
Ishares Core Core Div Grwth (DGRO) 0.3 $677k 15k 44.82
Ishares Tips Tips Bd Etf (TIP) 0.3 $656k 5.1k 127.53
Spdr Blackstone Blkstn Gsosrln (SRLN) 0.3 $633k 14k 45.64
Berkshire Hathaway Cl B New (BRK.B) 0.3 $633k 2.7k 231.87
First Trust Dj Internt Idx (FDN) 0.3 $610k 2.9k 211.95
Ishares Msci Msci Eafe Min Vl (EFAV) 0.3 $549k 7.5k 73.29
Rivernorth Doubleline Strate (OPP) 0.3 $544k 38k 14.31
Barings Global Short Duration Com cef (BGH) 0.3 $532k 35k 15.07
Essential Properties Realty reit (EPRT) 0.2 $507k 24k 21.17
Paypal Holdings (PYPL) 0.2 $479k 2.0k 233.77
Walt Disney Company (DIS) 0.2 $458k 2.5k 181.10
Vanguard Mega Mega Grwth Ind (MGK) 0.2 $443k 2.2k 203.40
Union Pacific Corporation (UNP) 0.2 $434k 2.1k 208.05
At&t (T) 0.2 $427k 15k 28.74
Vanguard Mid Mcap Vl Idxvip (VOE) 0.2 $405k 3.4k 118.73
SPDR S&P Tr Unit (SPY) 0.2 $387k 1.0k 373.19
Global X Nasdaq 100 Cover (QYLD) 0.2 $371k 16k 22.77
Ishares Treasury TRS FLT RT BD (TFLO) 0.2 $359k 7.2k 50.15
General Mills (GIS) 0.2 $359k 6.1k 58.78
Cisco Systems (CSCO) 0.2 $358k 8.0k 44.64
Alphabet Cap Stk Cl C (GOOG) 0.2 $320k 183.00 1748.63
Ishares Msci Msci Usa Mmentm (MTUM) 0.2 $318k 2.0k 161.34
Calamos (CCD) 0.1 $316k 11k 28.12
Costco Wholesale Corporation (COST) 0.1 $314k 835.00 376.05
Exxon Mobil Corporation (XOM) 0.1 $300k 7.3k 41.11
Johnson & Johnson (JNJ) 0.1 $298k 1.9k 157.09
Harley-Davidson (HOG) 0.1 $293k 8.0k 36.62
Pepsi (PEP) 0.1 $291k 2.0k 147.87
UnitedHealth (UNH) 0.1 $280k 801.00 349.56
Spdr Doubleline Spdr Tr Tactic (TOTL) 0.1 $272k 5.5k 49.13
Cigna Corp (CI) 0.1 $270k 1.3k 208.17
Central Valley Community Ban 0.1 $270k 18k 14.87
Adobe Systems Incorporated (ADBE) 0.1 $265k 530.00 500.00
Medical Properties Trust (MPW) 0.1 $259k 12k 21.72
Home Depot (HD) 0.1 $250k 944.00 264.83
Facebook Cl A (META) 0.1 $243k 893.00 272.12
Sempra Energy (SRE) 0.1 $242k 1.9k 126.90
Ishares U S U.s. Fixed Incme (FIBR) 0.1 $240k 2.3k 102.21
Qualcomm (QCOM) 0.1 $235k 1.5k 152.40
Spdr Series S&p Divid Etf (SDY) 0.1 $235k 2.2k 105.81
Ishares Floating Fltg Rate Nt Etf (FLOT) 0.1 $232k 4.6k 50.71
Intel Corporation (INTC) 0.1 $229k 4.6k 49.78
Eversource Energy (ES) 0.1 $228k 2.6k 86.30
Voya Global Eq Div & Pr Opp (IGD) 0.1 $228k 44k 5.22
Estee Lauder Cl A (EL) 0.1 $227k 853.00 266.12
Compass Diversified Sh Ben Int (CODI) 0.1 $226k 12k 19.37
Proshares S&p S&p Mdcp 400 Div (REGL) 0.1 $221k 3.5k 62.71
Jpmorgan Ultra Shrt Inc (JPST) 0.1 $221k 4.4k 50.78
Tesla Motors (TSLA) 0.1 $219k 311.00 704.18
3M Company (MMM) 0.1 $217k 1.2k 174.02
Ishares 7-10yr Barclays 7 10 Yr (IEF) 0.1 $216k 1.8k 119.54
Calamos Convertible Sh Ben Int (CHI) 0.1 $203k 15k 13.53
Nuveen Municipal Com Sh Ben Int (NZF) 0.1 $193k 12k 16.08
Invesco SHS (IVZ) 0.1 $180k 10k 17.40
Ivy High Income Opportunities 0.1 $168k 13k 13.23
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $161k 13k 12.47
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $155k 18k 8.73
Eaton Vance Sh Ben Int (CEV) 0.1 $150k 11k 13.64
Kayne Anderson MLP Investment (KYN) 0.0 $57k 10k 5.70