Guidant Wealth Advisors as of March 31, 2018
Portfolio Holdings for Guidant Wealth Advisors
Guidant Wealth Advisors holds 35 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubs Ag Jersey Brh dj commd etn39 | 22.6 | $57M | 632k | 90.91 | |
| Ishares Tr ibnd dec21 etf | 14.8 | $38M | 1.5M | 24.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 10.6 | $27M | 113k | 236.47 | |
| Berkshire Hathaway (BRK.B) | 10.3 | $26M | 134k | 194.97 | |
| Vanguard Europe Pacific ETF (VEA) | 9.6 | $24M | 549k | 44.17 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 8.6 | $22M | 175k | 124.54 | |
| Vanguard Emerging Markets ETF (VWO) | 6.5 | $17M | 356k | 46.29 | |
| Schwab Strategic Tr cmn (SCHV) | 5.0 | $13M | 207k | 61.39 | |
| Vanguard Extended Market ETF (VXF) | 4.2 | $11M | 98k | 108.94 | |
| SPDR Barclays Capital High Yield B | 3.3 | $8.4M | 237k | 35.61 | |
| iShares Barclays TIPS Bond Fund (TIP) | 3.0 | $7.7M | 68k | 112.86 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.1M | 1.1k | 1007.84 | |
| 3M Company (MMM) | 0.4 | $959k | 4.6k | 208.09 | |
| Apple (AAPL) | 0.3 | $813k | 4.9k | 166.53 | |
| Abbvie (ABBV) | 0.1 | $392k | 4.3k | 91.33 | |
| Amazon (AMZN) | 0.1 | $318k | 232.00 | 1370.37 | |
| At&t (T) | 0.1 | $232k | 6.6k | 35.10 | |
| Accenture (ACN) | 0.1 | $125k | 860.00 | 145.25 | |
| American Express Company (AXP) | 0.0 | $19k | 212.00 | 89.62 | |
| Bank of America Corporation (BAC) | 0.0 | $26k | 925.00 | 27.87 | |
| Amgen (AMGN) | 0.0 | $13k | 128.00 | 100.00 | |
| Ansys (ANSS) | 0.0 | $0 | 5.00 | 0.00 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $0 | 899.00 | 0.00 | |
| American Electric Power Company (AEP) | 0.0 | $0 | 9.00 | 0.00 | |
| AvalonBay Communities (AVB) | 0.0 | $0 | 3.00 | 0.00 | |
| Applied Materials (AMAT) | 0.0 | $1.0k | 23.00 | 43.48 | |
| Activision Blizzard | 0.0 | $1.0k | 18.00 | 55.56 | |
| Alliant Energy Corporation (LNT) | 0.0 | $0 | 3.0k | 0.00 | |
| SPDR Dow Jones Global Real Estate (RWO) | 0.0 | $0 | 82k | 0.00 | |
| American Tower Reit (AMT) | 0.0 | $1.0k | 7.00 | 142.86 | |
| Aon | 0.0 | $0 | 6.00 | 0.00 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $0 | 373k | 0.00 | |
| Allegion Plc equity (ALLE) | 0.0 | $0 | 6.00 | 0.00 | |
| Anthem (ELV) | 0.0 | $0 | 4.00 | 0.00 | |
| Ishares Tr Dec 2020 | 0.0 | $0 | 2.5k | 0.00 |
