Hoover Financial Advisors

Hoover Financial Advisors as of Sept. 30, 2020

Portfolio Holdings for Hoover Financial Advisors

Hoover Financial Advisors holds 185 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 17.9 $54M 196k 277.84
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 14.1 $43M 192k 222.90
Huntington Ingalls Inds (HII) 9.9 $30M 213k 140.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 6.1 $19M 179k 103.76
Ishares Tr Msci Eafe Etf (EFA) 4.4 $13M 208k 63.65
West Pharmaceutical Services (WST) 3.9 $12M 43k 274.90
Johnson & Johnson (JNJ) 3.7 $11M 76k 148.88
Ishares Tr Rus Mid Cap Etf (IWR) 3.1 $9.4M 163k 57.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.3 $7.1M 136k 52.19
Stryker Corporation (SYK) 2.0 $6.0M 29k 208.38
Apple (AAPL) 2.0 $6.0M 52k 115.81
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.0 $6.0M 111k 53.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $5.9M 74k 79.64
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $5.8M 34k 170.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $4.4M 13k 334.94
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $4.3M 20k 216.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.4M 80k 43.24
Spdr Ser Tr S&p 600 Sml Cap 1.1 $3.3M 55k 60.88
Procter & Gamble Company (PG) 1.1 $3.2M 23k 139.01
Ishares Tr Core Msci Eafe (IEFA) 1.0 $3.2M 52k 60.28
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.9M 19k 153.80
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.8 $2.4M 59k 40.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $2.2M 50k 44.09
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $2.2M 34k 63.73
Spdr Gold Tr Gold Shs (GLD) 0.7 $2.2M 12k 177.14
Amazon (AMZN) 0.7 $2.1M 680.00 3149.19
Microsoft Corporation (MSFT) 0.5 $1.6M 7.5k 210.26
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.5M 12k 128.64
Amgen (AMGN) 0.5 $1.5M 5.7k 254.22
Merck & Co (MRK) 0.3 $1.0M 12k 82.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $946k 4.4k 212.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $925k 8.0k 115.21
Ishares Tr Russell 2000 Etf (IWM) 0.3 $892k 6.0k 149.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $877k 28k 31.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $866k 2.8k 307.53
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.3 $817k 14k 58.71
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $795k 2.3k 338.87
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $743k 11k 68.12
Ishares Msci Emerg Mrkt (EEMV) 0.2 $733k 13k 55.20
Wal-Mart Stores (WMT) 0.2 $721k 5.2k 139.92
Exxon Mobil Corporation (XOM) 0.2 $689k 20k 34.31
Automatic Data Processing (ADP) 0.2 $632k 4.5k 139.55
Medtronic SHS (MDT) 0.2 $613k 5.9k 103.99
General Electric Company 0.2 $610k 100k 6.12
Ishares Tr Core S&p500 Etf (IVV) 0.2 $600k 1.8k 335.95
RPM International (RPM) 0.2 $572k 6.9k 82.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $566k 5.2k 108.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $560k 4.7k 118.22
Alphabet Cap Stk Cl A (GOOGL) 0.2 $539k 368.00 1464.67
Kimberly-Clark Corporation (KMB) 0.2 $535k 3.6k 147.75
Pfizer (PFE) 0.2 $519k 14k 36.68
SEI Investments Company (SEIC) 0.2 $513k 10k 50.71
Tesla Motors (TSLA) 0.2 $496k 1.2k 429.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $467k 9.1k 51.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $454k 4.1k 110.65
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $418k 4.0k 105.24
Essential Utils (WTRG) 0.1 $416k 10k 40.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $416k 1.4k 294.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $374k 14k 26.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $357k 7.0k 50.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $342k 233.00 1467.81
Comcast Corp Cl A (CMCSA) 0.1 $340k 7.3k 46.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $332k 1.2k 277.59
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $316k 2.8k 114.83
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $309k 8.5k 36.43
International Business Machines (IBM) 0.1 $308k 2.5k 121.69
At&t (T) 0.1 $308k 11k 28.49
American Electric Power Company (AEP) 0.1 $300k 3.7k 81.86
Boeing Company (BA) 0.1 $299k 1.8k 165.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $297k 5.3k 55.98
Home Depot (HD) 0.1 $287k 1.0k 277.83
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.1 $286k 22k 13.18
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $284k 12k 24.38
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $284k 5.8k 48.66
Bank of America Corporation (BAC) 0.1 $282k 12k 24.11
UnitedHealth (UNH) 0.1 $267k 858.00 311.19
Fs Kkr Capital Corp. Ii 0.1 $266k 18k 14.71
Glaxosmithkline Sponsored Adr 0.1 $266k 7.1k 37.67
Vanguard Index Fds Value Etf (VTV) 0.1 $264k 2.5k 104.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $261k 3.8k 68.36
Oracle Corporation (ORCL) 0.1 $261k 4.4k 59.81
Hp (HPQ) 0.1 $257k 14k 18.97
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $255k 4.6k 55.39
Public Service Enterprise (PEG) 0.1 $253k 4.6k 54.83
Pepsi (PEP) 0.1 $251k 1.8k 138.37
Immunomedics 0.1 $250k 2.9k 85.18
Verizon Communications (VZ) 0.1 $241k 4.0k 59.58
Mastercard Incorporated Cl A (MA) 0.1 $236k 698.00 338.11
Philip Morris International (PM) 0.1 $232k 3.1k 75.06
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $225k 2.9k 78.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $222k 962.00 230.77
CSX Corporation (CSX) 0.1 $217k 2.8k 77.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $213k 1.2k 172.61
Intel Corporation (INTC) 0.1 $205k 4.0k 51.78
Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $204k 3.0k 68.05
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $186k 6.1k 30.43
Carpenter Technology Corporation (CRS) 0.1 $184k 10k 18.12
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $181k 816.00 221.81
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $180k 1.5k 118.34
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $180k 1.4k 129.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $174k 965.00 180.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $171k 3.4k 50.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $171k 1.5k 110.68
Vanguard World Fds Health Car Etf (VHT) 0.1 $169k 829.00 203.86
Zynga Cl A 0.1 $167k 18k 9.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $161k 1.9k 83.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $152k 2.2k 70.08
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $149k 1.3k 112.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $147k 1.8k 80.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $145k 1.6k 88.52
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $133k 752.00 176.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $126k 584.00 215.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $124k 2.1k 58.91
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $123k 2.0k 61.01
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $119k 3.4k 35.28
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $109k 4.4k 24.52
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $107k 950.00 112.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $106k 1.3k 78.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $100k 539.00 185.53
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $91k 1.0k 89.39
Ishares Tr Msci India Etf (INDA) 0.0 $87k 2.6k 33.71
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $77k 635.00 121.26
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $76k 1.2k 61.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $75k 900.00 83.33
Vareit, Inc reits 0.0 $75k 12k 6.53
First Bank (FRBA) 0.0 $75k 12k 6.22
Ishares Tr Select Divid Etf (DVY) 0.0 $73k 892.00 81.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $67k 1.8k 36.39
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $67k 402.00 166.67
Ishares Tr Nasdaq Biotech (IBB) 0.0 $66k 488.00 135.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $65k 1.2k 55.13
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $62k 2.6k 23.75
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $62k 1.6k 38.51
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $61k 625.00 97.60
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $58k 2.3k 25.04
Vanguard Index Fds Growth Etf (VUG) 0.0 $55k 242.00 227.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $54k 226.00 238.94
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $50k 1.8k 27.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $46k 572.00 80.42
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $46k 500.00 92.00
Vanguard World Fds Energy Etf (VDE) 0.0 $46k 1.1k 40.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $39k 1.2k 32.15
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $38k 910.00 41.76
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $36k 946.00 38.05
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $35k 644.00 54.35
Spdr Ser Tr S&p Biotech (XBI) 0.0 $32k 291.00 109.97
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $28k 504.00 55.56
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $28k 91.00 307.69
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $26k 958.00 27.14
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $24k 409.00 58.68
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $23k 100.00 230.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $22k 219.00 100.46
Ishares Tr Us Aer Def Etf (ITA) 0.0 $20k 127.00 157.48
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $19k 435.00 43.68
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $19k 925.00 20.54
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $17k 500.00 34.00
Ishares Tr National Mun Etf (MUB) 0.0 $15k 129.00 116.28
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.0 $14k 406.00 34.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $14k 168.00 83.33
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.0 $14k 464.00 30.17
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $14k 481.00 29.11
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $13k 150.00 86.67
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $13k 342.00 38.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $13k 125.00 104.00
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $12k 388.00 30.93
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $11k 324.00 33.95
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $10k 33.00 303.03
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $9.0k 119.00 75.63
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $9.0k 57.00 157.89
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $8.0k 96.00 83.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $7.0k 66.00 106.06
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $7.0k 178.00 39.33
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $5.0k 49.00 102.04
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $4.0k 15.00 266.67
Spdr Ser Tr Factst Inv Etf (XITK) 0.0 $3.0k 15.00 200.00
Ishares Tr Msci India Sm Cp (SMIN) 0.0 $3.0k 85.00 35.29
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $2.0k 28.00 71.43
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $2.0k 26.00 76.92
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $2.0k 41.00 48.78
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $2.0k 21.00 95.24
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $2.0k 29.00 68.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.0k 11.00 90.91
Vanguard World Fds Materials Etf (VAW) 0.0 $1.0k 5.00 200.00
Vanguard World Fds Utilities Etf (VPU) 0.0 $1.0k 10.00 100.00
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $1.0k 32.00 31.25