Lee Financial Group Hawaii

Lee Financial Group Hawaii as of Dec. 31, 2020

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 42 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.4 $17M 50k 343.68
Ishares Tr Msci Usa Min Vol (USMV) 11.0 $13M 192k 67.88
Spdr Ser Tr Portfoli S&p1500 (SPTM) 6.4 $7.6M 165k 46.09
Microsoft Corporation (MSFT) 5.1 $6.0M 27k 222.40
Ishares Tr Rusel 2500 Etf (SMMD) 5.0 $5.9M 104k 56.76
Ark Etf Tr Innovation Etf (ARKK) 4.7 $5.6M 45k 124.48
Ark Etf Tr Genomic Rev Etf (ARKG) 4.4 $5.2M 56k 93.25
Logitech Intl S A SHS (LOGI) 4.4 $5.2M 54k 97.19
Visa Com Cl A (V) 4.1 $4.9M 23k 218.72
Fortinet (FTNT) 4.1 $4.8M 32k 148.54
Qualcomm (QCOM) 3.9 $4.7M 31k 152.34
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $4.1M 20k 206.75
Ishares Tr Tips Bd Etf (TIP) 3.4 $4.0M 31k 127.66
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 3.1 $3.7M 84k 44.38
Amazon (AMZN) 3.0 $3.6M 1.1k 3257.06
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.9 $3.4M 103k 33.06
Global X Fds Social Med Etf (SOCL) 2.4 $2.9M 47k 61.77
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $2.1M 23k 92.84
Select Sector Spdr Tr Technology (XLK) 0.9 $1.1M 8.7k 130.02
Select Sector Spdr Tr Energy (XLE) 0.9 $1.1M 29k 37.92
Intel Corporation (INTC) 0.9 $1.0M 20k 49.80
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $1.0M 9.2k 109.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $884k 15k 58.37
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.7 $786k 25k 31.88
Costco Wholesale Corporation (COST) 0.6 $767k 2.0k 376.72
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $758k 14k 53.67
Docusign (DOCU) 0.6 $719k 3.2k 222.33
Laboratory Corp Amer Hldgs Com New (LH) 0.6 $670k 3.3k 203.65
Emergent BioSolutions (EBS) 0.5 $635k 7.1k 89.63
Ishares Tr Gl Clean Ene Etf (ICLN) 0.5 $606k 22k 28.25
Starbucks Corporation (SBUX) 0.5 $569k 5.3k 106.93
Renaissance Cap Greenwich Ipo Etf (IPO) 0.4 $527k 8.2k 64.51
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $513k 7.5k 68.83
Ishares Tr Us Aer Def Etf (ITA) 0.4 $497k 5.2k 94.74
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.4 $486k 8.6k 56.22
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $391k 3.4k 114.09
Vanguard World Fds Health Car Etf (VHT) 0.3 $349k 1.6k 223.43
Ishares Tr Asia 50 Etf (AIA) 0.3 $333k 3.8k 87.26
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $285k 4.9k 58.51
At&t (T) 0.2 $279k 9.7k 28.71
Wisdomtree Tr Floatng Rat Trea 0.2 $272k 11k 25.12
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $250k 3.4k 73.38