Lee Financial Group Hawaii

Lee Financial Group Hawaii as of March 31, 2021

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 28 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 23.8 $29M 80k 364.30
Vanguard Bd Index Fds Intermed Term (BIV) 12.2 $15M 167k 88.73
Ishares Tr Rusel 2500 Etf (SMMD) 8.6 $10M 166k 62.89
Ark Etf Tr Innovation Etf (ARKK) 6.5 $7.9M 66k 119.94
Global X Fds Social Med Etf (SOCL) 6.5 $7.9M 118k 66.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.4 $7.9M 130k 60.68
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 6.3 $7.7M 184k 41.82
Spdr Ser Tr Hlth Cr Equip (XHE) 6.0 $7.3M 61k 119.62
Renaissance Cap Greenwich Ipo Etf (IPO) 5.7 $6.9M 111k 62.18
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 5.5 $6.7M 126k 53.36
Ishares Tr Asia 50 Etf (AIA) 4.0 $4.9M 53k 92.18
Ishares Tr Msci Usa Min Vol (USMV) 2.0 $2.4M 35k 69.18
Fortinet (FTNT) 0.7 $892k 4.8k 184.37
Microsoft Corporation (MSFT) 0.7 $840k 3.6k 235.69
Amazon (AMZN) 0.6 $730k 236.00 3093.22
Costco Wholesale Corporation (COST) 0.5 $592k 1.7k 352.38
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.5 $561k 17k 33.04
Laboratory Corp Amer Hldgs Com New 0.5 $552k 2.2k 255.20
Visa Com Cl A (V) 0.4 $530k 2.5k 211.83
Qualcomm (QCOM) 0.4 $528k 4.0k 132.50
Apple (AAPL) 0.4 $484k 4.0k 122.22
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $473k 9.2k 51.20
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $450k 2.0k 221.35
Starbucks Corporation (SBUX) 0.3 $372k 3.4k 109.32
Logitech Intl S A SHS (LOGI) 0.3 $327k 3.1k 104.51
Select Sector Spdr Tr Energy (XLE) 0.3 $314k 6.4k 49.03
Intel Corporation (INTC) 0.2 $215k 3.4k 63.99
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $202k 2.3k 88.60