Fullen Financial Group

Fullen Financial Group as of March 31, 2022

Portfolio Holdings for Fullen Financial Group

Fullen Financial Group holds 61 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 10.7 $18M 224k 81.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.6 $17M 287k 57.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 7.2 $12M 238k 51.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $12M 155k 77.90
Vanguard Index Fds Small Cp Etf (VB) 7.0 $12M 57k 212.52
Vanguard Index Fds Value Etf (VTV) 6.0 $10M 69k 147.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.9 $8.4M 56k 149.67
Vanguard Index Fds Growth Etf (VUG) 4.2 $7.3M 25k 287.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $5.5M 120k 46.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.6 $4.5M 107k 42.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.5 $4.3M 19k 222.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $4.1M 121k 34.28
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.4 $4.1M 146k 27.79
Spdr Ser Tr Portfolio Short (SPSB) 2.1 $3.7M 122k 30.13
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.9 $3.2M 77k 41.75
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.8 $3.1M 106k 29.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $2.9M 44k 66.22
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $2.9M 10k 277.64
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.6 $2.7M 56k 48.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $2.7M 15k 175.91
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $2.3M 14k 165.96
Ishares Tr Rus 1000 Etf (IWB) 1.2 $2.1M 8.4k 250.00
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 1.2 $2.0M 29k 70.38
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $2.0M 28k 71.35
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.2M 17k 73.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $1.2M 31k 38.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $1.2M 15k 79.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.1M 38k 27.76
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.6 $1.0M 14k 74.18
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $982k 8.2k 119.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $945k 11k 86.06
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $910k 13k 72.78
JPMorgan Chase & Co. (JPM) 0.5 $893k 6.5k 136.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $869k 3.5k 248.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $749k 9.6k 78.04
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $733k 14k 53.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $711k 7.1k 100.51
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $700k 2.9k 237.85
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $694k 13k 52.45
Ishares Tr Russell 2000 Etf (IWM) 0.4 $670k 3.3k 205.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $651k 9.8k 66.35
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $598k 3.7k 161.32
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $578k 9.2k 62.87
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $543k 16k 34.18
Ishares Tr Modert Alloc Etf (AOM) 0.3 $535k 13k 42.93
Ishares Tr Core S&p500 Etf (IVV) 0.3 $432k 952.00 453.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $406k 5.2k 78.11
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.2 $393k 5.6k 69.94
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $383k 7.0k 54.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $324k 717.00 451.88
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $315k 2.9k 107.00
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $291k 3.6k 81.15
Ishares Tr Tips Bd Etf (TIP) 0.2 $266k 2.1k 124.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $261k 2.3k 112.45
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $255k 3.7k 69.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $254k 719.00 353.27
Vanguard Index Fds Large Cap Etf (VV) 0.1 $239k 1.1k 208.19
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $217k 4.4k 49.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $214k 1.8k 120.70
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $203k 1.6k 123.63
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $200k 783.00 255.43