KFA Private Wealth Group

KFA Private Wealth Group as of June 30, 2020

Portfolio Holdings for KFA Private Wealth Group

KFA Private Wealth Group holds 50 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.2 $26M 85k 309.69
Ishares Tr Core Us Aggbd Et (AGG) 11.7 $12M 103k 118.21
Vanguard Index Fds Mid Cap Etf (VO) 6.3 $6.5M 40k 163.90
Ishares Tr Short Treas Bd (SHV) 5.7 $6.0M 54k 110.73
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 5.4 $5.6M 153k 36.68
Fidelity Covington Tr Msci Hlth Care I (FHLC) 4.1 $4.3M 86k 49.77
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $4.1M 60k 68.29
Ishares Tr S&p 500 Val Etf (IVE) 3.8 $3.9M 37k 108.21
Ishares Tr Core S&p Mcp Etf (IJH) 3.8 $3.9M 22k 177.83
Ishares Tr Core S&p Ttl Stk (ITOT) 3.7 $3.8M 55k 69.44
Vanguard Index Fds Value Etf (VTV) 2.9 $3.0M 30k 99.57
Apple (AAPL) 2.2 $2.3M 6.3k 364.71
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.0 $2.1M 48k 42.90
Ishares Tr Core Msci Total (IXUS) 1.6 $1.7M 30k 54.52
Ishares Tr Core Total Usd (IUSB) 1.3 $1.4M 25k 54.35
Amazon (AMZN) 1.1 $1.1M 414.00 2758.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.1M 13k 86.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $999k 3.2k 308.33
Microsoft Corporation (MSFT) 1.0 $993k 4.9k 203.44
Blackrock Debt Strategies Com New (DSU) 0.9 $973k 104k 9.33
Vanguard Index Fds Small Cp Etf (VB) 0.9 $941k 6.5k 145.76
Spdr Gold Tr Gold Shs (GLD) 0.9 $926k 5.5k 167.33
Johnson & Johnson (JNJ) 0.8 $791k 5.6k 140.65
UnitedHealth (UNH) 0.7 $727k 2.5k 294.81
Select Sector Spdr Tr Technology (XLK) 0.5 $489k 4.7k 104.53
Highland Income Highland Income (HFRO) 0.4 $462k 57k 8.05
Ishares Tr Msci Eafe Etf (EFA) 0.4 $445k 7.3k 60.91
Ishares Tr Core Msci Eafe (IEFA) 0.4 $433k 7.6k 57.16
Alphabet Cap Stk Cl C (GOOG) 0.4 $421k 298.00 1412.75
Ishares Core Msci Emkt (IEMG) 0.4 $418k 8.8k 47.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $416k 4.7k 88.32
Coca-Cola Company (KO) 0.4 $401k 9.0k 44.66
Intel Corporation (INTC) 0.4 $389k 6.5k 59.80
At&t (T) 0.4 $385k 13k 30.20
Netflix (NFLX) 0.4 $373k 819.00 455.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $355k 6.6k 53.69
Wal-Mart Stores (WMT) 0.3 $334k 2.8k 119.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $318k 1.8k 178.55
Facebook Cl A (META) 0.3 $309k 1.4k 227.37
Ishares Tr Core High Dv Etf (HDV) 0.3 $298k 3.7k 81.02
Amgen (AMGN) 0.3 $280k 1.2k 235.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $267k 1.00 267000.00
McDonald's Corporation (MCD) 0.2 $237k 1.3k 184.15
Iridium Communications (IRDM) 0.2 $231k 9.1k 25.39
Disney Walt Com Disney (DIS) 0.2 $225k 2.0k 111.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $223k 3.1k 71.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $216k 4.0k 53.54
Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $205k 2.2k 91.48
Procter & Gamble Company (PG) 0.2 $204k 1.7k 119.58
Nexpoint Strategic Oportunt Com New (NXDT) 0.2 $202k 19k 10.52