Grant Street Asset Management as of March 31, 2021
Portfolio Holdings for Grant Street Asset Management
Grant Street Asset Management holds 198 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P 500 Index (IVV) | 43.5 | $79M | 198k | 397.82 | |
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) | 10.5 | $19M | 573k | 33.19 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 8.6 | $16M | 162k | 96.03 | |
iShares Russell 1000 Value Index (IWD) | 8.0 | $15M | 95k | 151.55 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 7.6 | $14M | 192k | 72.05 | |
iShares MSCI EAFE Index Fund (EFA) | 2.3 | $4.2M | 55k | 75.86 | |
Apple (AAPL) | 2.1 | $3.8M | 31k | 122.16 | |
Ishares Tr rus200 idx etf (IWL) | 1.8 | $3.3M | 34k | 94.74 | |
Schwab International Equity ETF (SCHF) | 1.8 | $3.2M | 85k | 37.63 | |
iShares Lehman Aggregate Bond (AGG) | 1.1 | $1.9M | 17k | 113.85 | |
Vanguard Mid-Cap ETF (VO) | 0.7 | $1.2M | 5.5k | 221.26 | |
Schwab U S Broad Market ETF (SCHB) | 0.5 | $904k | 9.3k | 96.75 | |
Vanguard Extended Market ETF (VXF) | 0.5 | $896k | 5.1k | 176.94 | |
Alphabet Cap Stk Cl C (GOOGL) | 0.5 | $817k | 396.00 | 2063.13 | |
Berkshire Hathaway B Cl B New (BRK.B) | 0.4 | $753k | 2.9k | 255.51 | |
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.4 | $693k | 20k | 34.08 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $677k | 4.4k | 152.24 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $673k | 5.9k | 114.65 | |
Microsoft Corporation (MSFT) | 0.3 | $524k | 2.2k | 235.82 | |
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.3 | $498k | 14k | 34.49 | |
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.3 | $468k | 13k | 36.53 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $457k | 1.8k | 260.10 | |
Johnson & Johnson (JNJ) | 0.2 | $411k | 2.5k | 164.20 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $380k | 1.0k | 363.98 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) | 0.2 | $320k | 9.7k | 32.87 | |
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.2 | $308k | 8.6k | 36.00 | |
Abbott Laboratories (ABT) | 0.2 | $305k | 2.5k | 119.75 | |
Amazon (AMZN) | 0.2 | $300k | 97.00 | 3092.78 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $300k | 2.9k | 101.97 | |
Arthur J. Gallagher & Co. (AJG) | 0.2 | $286k | 2.3k | 124.78 | |
Merck & Co (MRK) | 0.1 | $271k | 3.5k | 76.99 | |
Abbvie (ABBV) | 0.1 | $267k | 2.5k | 108.05 | |
Becton, Dickinson and (BDX) | 0.1 | $263k | 1.1k | 243.29 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $255k | 537.00 | 474.86 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $251k | 2.3k | 108.42 | |
Visa Com Cl A (V) | 0.1 | $235k | 1.1k | 212.09 | |
Schlumberger (SLB) | 0.1 | $229k | 8.4k | 27.17 | |
Lam Research Corporation (LRCX) | 0.1 | $229k | 385.00 | 594.81 | |
Ishares Tr core tl usd bd (IUSB) | 0.1 | $224k | 4.2k | 52.78 | |
T Rowe Price Etf (TDVG) | 0.1 | $215k | 7.2k | 29.68 | |
Pepsi (PEP) | 0.1 | $213k | 1.5k | 141.34 | |
Microchip Technology (MCHP) | 0.1 | $208k | 1.3k | 154.88 | |
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) | 0.1 | $207k | 6.1k | 33.82 | |
Alphabet Cap Stk Cl A (GOOG) | 0.1 | $203k | 98.00 | 2071.43 | |
Health Care SPDR (XLV) | 0.1 | $197k | 1.7k | 116.91 | |
iShares Russell 3000 Index (IWV) | 0.1 | $185k | 781.00 | 236.88 | |
Bank of America Corporation (BAC) | 0.1 | $180k | 4.7k | 38.68 | |
Prosight Global | 0.1 | $179k | 14k | 12.59 | |
Ishares Tr usa min vo (USMV) | 0.1 | $179k | 2.6k | 69.27 | |
Wells Fargo & Company (WFC) | 0.1 | $176k | 4.5k | 39.09 | |
CVS Caremark Corporation (CVS) | 0.1 | $173k | 2.3k | 75.02 | |
salesforce (CRM) | 0.1 | $171k | 808.00 | 211.63 | |
First Tr Exchng Traded Fd Vi Vest Us Buffer (FDEC) | 0.1 | $158k | 5.0k | 31.82 | |
Activision Blizzard | 0.1 | $157k | 1.7k | 93.18 | |
3M Company (MMM) | 0.1 | $151k | 783.00 | 192.85 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $149k | 1.1k | 141.63 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $147k | 2.0k | 74.70 | |
Chevron Corporation (CVX) | 0.1 | $146k | 1.4k | 105.04 | |
Anthem (ELV) | 0.1 | $142k | 395.00 | 359.49 | |
Edwards Lifesciences (EW) | 0.1 | $141k | 1.7k | 83.93 | |
Citigroup Com New (C) | 0.1 | $140k | 1.9k | 72.80 | |
Jaws Acquisition Cl A Ord | 0.1 | $133k | 10k | 13.30 | |
Chubb (CB) | 0.1 | $132k | 834.00 | 158.27 | |
iShares S&P 100 Index (OEF) | 0.1 | $125k | 696.00 | 179.60 | |
Thermo Fisher Scientific (TMO) | 0.1 | $120k | 263.00 | 456.27 | |
PPG Industries (PPG) | 0.1 | $110k | 732.00 | 150.27 | |
Columbia Sportswear Company (COLM) | 0.1 | $107k | 1.0k | 105.52 | |
Usaa International Fund (USIFX) | 0.1 | $106k | 3.8k | 27.72 | |
stock | 0.1 | $106k | 781.00 | 135.72 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.1 | $103k | 2.9k | 35.21 | |
Verizon Communications (VZ) | 0.1 | $102k | 1.7k | 58.42 | |
Grifols SA Sponsored Adr (GRFS) | 0.1 | $95k | 5.5k | 17.27 | |
At&t (T) | 0.1 | $94k | 3.1k | 30.35 | |
Walt Disney Company (DIS) | 0.1 | $94k | 508.00 | 185.04 | |
Exxon Mobil Corporation (XOM) | 0.1 | $93k | 1.7k | 55.59 | |
Cincinnati Financial Corporation (CINF) | 0.1 | $93k | 903.00 | 102.99 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $90k | 601.00 | 149.75 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $90k | 369.00 | 243.90 | |
Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $89k | 553.00 | 160.94 | |
T. Rowe Price (TROW) | 0.0 | $86k | 501.00 | 171.66 | |
UnitedHealth (UNH) | 0.0 | $86k | 231.00 | 372.29 | |
Pfizer (PFE) | 0.0 | $78k | 2.2k | 36.21 | |
Cisco Systems (CSCO) | 0.0 | $76k | 1.5k | 51.91 | |
Consolidated Edison (ED) | 0.0 | $75k | 1.0k | 74.93 | |
American International (AIG) | 0.0 | $74k | 1.6k | 45.93 | |
Mid Penn Ban (MPB) | 0.0 | $73k | 2.7k | 26.71 | |
Wal-Mart Stores (WMT) | 0.0 | $73k | 541.00 | 134.94 | |
Union Pacific Corporation (UNP) | 0.0 | $69k | 311.00 | 221.87 | |
Matthews International Corporation (MATW) | 0.0 | $69k | 1.8k | 39.36 | |
Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $69k | 333.00 | 207.21 | |
Goldman Sachs (GS) | 0.0 | $68k | 209.00 | 325.36 | |
PNC Financial Services (PNC) | 0.0 | $68k | 388.00 | 175.26 | |
Zimmer Holdings (ZBH) | 0.0 | $67k | 421.00 | 159.14 | |
Bristol Myers Squibb (BMY) | 0.0 | $67k | 1.1k | 63.27 | |
Howmet Aerospace (HWM) | 0.0 | $66k | 2.0k | 32.31 | |
Allstate Corporation (ALL) | 0.0 | $63k | 544.00 | 115.81 | |
Procter & Gamble Company (PG) | 0.0 | $63k | 467.00 | 134.90 | |
Dupont De Nemours (DD) | 0.0 | $62k | 808.00 | 76.73 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $61k | 819.00 | 74.48 | |
Gilead Sciences (GILD) | 0.0 | $59k | 909.00 | 64.91 | |
American Tower Reit (AMT) | 0.0 | $59k | 245.00 | 240.82 | |
Curaleaf Holdings Inc equities (CURLF) | 0.0 | $52k | 3.4k | 15.19 | |
Exelon Corporation (EXC) | 0.0 | $51k | 1.2k | 44.04 | |
BP Sponsored Adr (BP) | 0.0 | $50k | 2.0k | 24.44 | |
Dow (DOW) | 0.0 | $49k | 767.00 | 63.89 | |
IDEXX Laboratories (IDXX) | 0.0 | $49k | 100.00 | 490.00 | |
U.S. Bancorp (USB) | 0.0 | $49k | 881.00 | 55.62 | |
Home Depot (HD) | 0.0 | $48k | 159.00 | 301.89 | |
Amgen (AMGN) | 0.0 | $47k | 188.00 | 250.00 | |
Stryker Corporation (SYK) | 0.0 | $47k | 194.00 | 242.27 | |
Broadcom (AVGO) | 0.0 | $46k | 99.00 | 464.65 | |
Medtronic (MDT) | 0.0 | $45k | 382.00 | 117.80 | |
BlackRock (BLK) | 0.0 | $44k | 58.00 | 758.62 | |
Starbucks Corporation (SBUX) | 0.0 | $43k | 392.00 | 109.69 | |
Lowe's Companies (LOW) | 0.0 | $43k | 227.00 | 189.43 | |
Laboratory Corp Amer Hldgs Com New | 0.0 | $40k | 157.00 | 254.78 | |
Twist Bioscience Corp (TWST) | 0.0 | $40k | 320.00 | 125.00 | |
Teladoc (TDOC) | 0.0 | $39k | 214.00 | 182.24 | |
Ishares Tr esg us agr bd (EAGG) | 0.0 | $38k | 698.00 | 54.44 | |
Deere & Company (DE) | 0.0 | $38k | 100.00 | 380.00 | |
Ishares Tr cmn (GOVT) | 0.0 | $37k | 1.4k | 26.11 | |
Dollar General (DG) | 0.0 | $35k | 170.00 | 205.88 | |
Waste Management (WM) | 0.0 | $35k | 273.00 | 128.21 | |
AFLAC Incorporated (AFL) | 0.0 | $35k | 687.00 | 50.95 | |
Rocket Cos (RKT) | 0.0 | $35k | 1.5k | 23.33 | |
Qualcomm (QCOM) | 0.0 | $34k | 253.00 | 134.39 | |
CSX Corporation (CSX) | 0.0 | $34k | 352.00 | 96.59 | |
Baxter International (BAX) | 0.0 | $34k | 402.00 | 84.58 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $32k | 833.00 | 38.42 | |
Etf Ser Solutions Defiance Next ef (SIXG) | 0.0 | $32k | 906.00 | 35.32 | |
GW Pharmaceuticals Sponsored Adr | 0.0 | $32k | 146.00 | 219.18 | |
Viacomcbs (PARA) | 0.0 | $31k | 690.00 | 44.93 | |
Cerner Corporation | 0.0 | $29k | 401.00 | 72.32 | |
Air Products & Chemicals (APD) | 0.0 | $29k | 102.00 | 284.31 | |
Philip Morris International (PM) | 0.0 | $29k | 328.00 | 88.41 | |
Corteva (CTVA) | 0.0 | $28k | 605.00 | 46.28 | |
Textron (TXT) | 0.0 | $28k | 502.00 | 55.78 | |
Nike CL B (NKE) | 0.0 | $28k | 211.00 | 132.70 | |
TJX Companies (TJX) | 0.0 | $27k | 402.00 | 67.16 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $26k | 370.00 | 70.27 | |
Colgate-Palmolive Company (CL) | 0.0 | $26k | 327.00 | 79.51 | |
Hologic (HOLX) | 0.0 | $26k | 345.00 | 75.36 | |
Spdr Series Trust aerospace def (XAR) | 0.0 | $25k | 200.00 | 125.00 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $25k | 142.00 | 176.06 | |
Roche Holdings Ltd Spons Sponsored Adr (RHHBY) | 0.0 | $25k | 616.00 | 40.58 | |
Parker-Hannifin Corporation (PH) | 0.0 | $24k | 75.00 | 320.00 | |
Fortune Brands (FBIN) | 0.0 | $24k | 250.00 | 96.00 | |
Paypal Holdings (PYPL) | 0.0 | $24k | 100.00 | 240.00 | |
Duke Realty Corporation | 0.0 | $23k | 550.00 | 41.82 | |
Motorola Solutions (MSI) | 0.0 | $23k | 120.00 | 191.67 | |
Facebook Inc Class A Cl A (META) | 0.0 | $23k | 78.00 | 294.87 | |
Charles River Laboratories (CRL) | 0.0 | $23k | 80.00 | 287.50 | |
General Motors Company (GM) | 0.0 | $23k | 400.00 | 57.50 | |
Booking Holdings (BKNG) | 0.0 | $23k | 10.00 | 2300.00 | |
Masco Corporation (MAS) | 0.0 | $23k | 379.00 | 60.69 | |
STMicroelectronics (STM) | 0.0 | $22k | 570.00 | 38.60 | |
L3harris Technologies (LHX) | 0.0 | $22k | 108.00 | 203.70 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $22k | 541.00 | 40.67 | |
Alcoa (AA) | 0.0 | $22k | 680.00 | 32.35 | |
Kraft Heinz (KHC) | 0.0 | $21k | 527.00 | 39.85 | |
Vanguard Health Care ETF (VHT) | 0.0 | $21k | 91.00 | 230.77 | |
Diageo PLC Spons Sponsored Adr (DEO) | 0.0 | $21k | 127.00 | 165.35 | |
Sun Life Financial (SLF) | 0.0 | $21k | 415.00 | 50.60 | |
Hasbro (HAS) | 0.0 | $21k | 220.00 | 95.45 | |
Beyond Meat (BYND) | 0.0 | $20k | 154.00 | 129.87 | |
Marathon Oil Corporation (MRO) | 0.0 | $19k | 1.8k | 10.41 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $19k | 149.00 | 127.52 | |
S&p Global (SPGI) | 0.0 | $19k | 53.00 | 358.49 | |
Nextera Energy (NEE) | 0.0 | $19k | 249.00 | 76.31 | |
Nintendo Sponsored Adr (NTDOY) | 0.0 | $18k | 252.00 | 71.43 | |
AmerisourceBergen (COR) | 0.0 | $18k | 151.00 | 119.21 | |
Global Payments (GPN) | 0.0 | $18k | 90.00 | 200.00 | |
Trade Desk (TTD) | 0.0 | $17k | 26.00 | 653.85 | |
United Parcel Service (UPS) | 0.0 | $17k | 100.00 | 170.00 | |
Softbank Corp Sponsored Adr (SFTBY) | 0.0 | $17k | 400.00 | 42.50 | |
Crown Castle Intl (CCI) | 0.0 | $17k | 97.00 | 175.26 | |
Novavax Com New (NVAX) | 0.0 | $16k | 90.00 | 177.78 | |
Accenture (ACN) | 0.0 | $16k | 58.00 | 275.86 | |
Eli Lilly & Co. (LLY) | 0.0 | $16k | 86.00 | 186.05 | |
Unum (UNM) | 0.0 | $16k | 572.00 | 27.97 | |
General Electric Company | 0.0 | $16k | 1.2k | 12.81 | |
Raytheon Technologies Corp (RTX) | 0.0 | $15k | 190.00 | 78.95 | |
ConocoPhillips (COP) | 0.0 | $14k | 266.00 | 52.63 | |
Oracle Corporation (ORCL) | 0.0 | $14k | 201.00 | 69.65 | |
Arconic | 0.0 | $13k | 510.00 | 25.49 | |
International Business Machines (IBM) | 0.0 | $13k | 100.00 | 130.00 | |
Cardinal Health (CAH) | 0.0 | $13k | 219.00 | 59.36 | |
Portland General Electric Company (POR) | 0.0 | $12k | 250.00 | 48.00 | |
Caterpillar (CAT) | 0.0 | $12k | 50.00 | 240.00 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $12k | 25.00 | 480.00 | |
Potbelly (PBPB) | 0.0 | $12k | 2.0k | 6.00 | |
DraftKings Com Cl A | 0.0 | $12k | 200.00 | 60.00 | |
Marvell Technology (MRVL) | 0.0 | $12k | 250.00 | 48.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $12k | 224.00 | 53.57 | |
Corning Incorporated (GLW) | 0.0 | $11k | 255.00 | 43.14 | |
Mondelez Int (MDLZ) | 0.0 | $11k | 187.00 | 58.82 | |
Canopy Gro | 0.0 | $11k | 344.00 | 31.98 | |
Ishares Tr core strm usbd (ISTB) | 0.0 | $10k | 201.00 | 49.75 |