Fullen Financial Group

Fullen Financial Group as of Dec. 31, 2020

Portfolio Holdings for Fullen Financial Group

Fullen Financial Group holds 56 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
Vanguard Bd Index Fds Intermed Term (BIV) 10.5 $16M 167k 92.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.2 $14M 233k 58.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 8.5 $13M 227k 55.17
Vanguard Index Fds Small Cp Etf (VB) 6.3 $9.3M 48k 194.69
Vanguard Index Fds Value Etf (VTV) 4.4 $6.6M 55k 118.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $6.4M 77k 82.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.1 $6.0M 51k 118.95
Vanguard Index Fds Growth Etf (VUG) 4.0 $6.0M 24k 253.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $4.9M 98k 50.11
Spdr Ser Tr Portfolio Agrgte (SPAB) 3.2 $4.6M 151k 30.79
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $4.3M 136k 31.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.8 $4.2M 117k 35.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $4.2M 124k 33.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.8 $4.2M 20k 212.09
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.3 $3.4M 111k 30.71
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $2.9M 84k 34.39
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $2.9M 12k 241.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $2.7M 56k 47.21
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $2.6M 47k 55.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $2.3M 16k 142.19
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $2.1M 16k 136.76
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.4 $2.1M 8.5k 247.78
Ishares Tr Rus 1000 Etf (IWB) 1.3 $1.9M 9.1k 211.84
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.1 $1.6M 30k 55.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $1.3M 31k 42.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $1.3M 15k 88.16
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 17k 72.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $1.2M 38k 30.66
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.7 $1.1M 15k 69.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $1.0M 3.8k 267.64
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $979k 10k 97.15
JPMorgan Chase & Co. (JPM) 0.6 $829k 6.5k 127.03
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $822k 8.5k 96.93
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $733k 6.1k 119.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $729k 7.1k 102.65
Ishares Tr Russell 2000 Etf (IWM) 0.5 $709k 3.6k 196.07
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $682k 10k 68.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $676k 9.9k 68.39
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.4 $626k 11k 58.51
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $614k 12k 52.17
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $607k 16k 37.20
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $600k 2.9k 206.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $562k 8.1k 69.40
Ishares Tr Modert Alloc Etf (AOM) 0.4 $532k 12k 43.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $531k 4.0k 131.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $447k 5.4k 83.32
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $428k 6.9k 61.77
Ishares Tr Core S&p500 Etf (IVV) 0.3 $406k 1.1k 375.23
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $351k 4.3k 82.36
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $341k 2.9k 118.20
Ishares Tr Tips Bd Etf (TIP) 0.2 $273k 2.1k 127.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $270k 942.00 286.62
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $248k 3.5k 70.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $238k 1.7k 137.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $231k 617.00 374.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $205k 2.2k 91.48