Milestone Investment Advisors

Milestone Investment Advisors as of March 31, 2024

Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 128 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 9.3 $35M 573k 60.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.5 $28M 300k 92.72
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $27M 106k 259.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.3 $27M 436k 62.06
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.8 $18M 162k 110.05
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 4.7 $17M 315k 55.23
Vanguard Index Fds Growth Etf (VUG) 4.5 $17M 48k 344.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $14M 172k 80.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.4 $13M 205k 61.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $12M 149k 81.43
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.1 $12M 246k 46.65
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.7 $10M 51k 195.10
Wisdomtree Tr Floatng Rat Trea (USFR) 2.4 $9.1M 181k 50.29
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $8.9M 74k 120.99
Ishares Tr Core S&p500 Etf (IVV) 2.2 $8.3M 16k 525.72
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.1 $7.7M 314k 24.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $7.3M 95k 77.31
Ishares Tr Msci Intl Qualty (IQLT) 1.6 $6.0M 151k 39.66
Select Sector Spdr Tr Technology (XLK) 1.5 $5.7M 28k 208.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $5.1M 30k 169.37
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.2 $4.6M 68k 67.39
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $4.6M 43k 106.49
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $4.0M 48k 83.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $3.8M 63k 60.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $3.7M 95k 39.02
Pimco Etf Tr Enhancd Short (EMNT) 0.9 $3.4M 35k 98.61
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.9 $3.3M 131k 25.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.2M 49k 65.87
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.9 $3.2M 75k 42.80
Ishares Tr Expnd Tec Sc Etf (IGM) 0.9 $3.2M 37k 86.18
Vanguard Index Fds Value Etf (VTV) 0.8 $3.2M 19k 162.86
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.8 $3.1M 67k 46.53
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.8 $3.1M 121k 25.61
Fidelity Covington Trust High Divid Etf (FDVV) 0.8 $2.9M 64k 45.31
Dimensional Etf Trust Intl High Profit (DIHP) 0.6 $2.4M 87k 26.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $2.3M 30k 75.40
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.2M 20k 110.52
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.5 $2.0M 30k 66.26
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.5 $1.8M 24k 75.05
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.8M 37k 48.21
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $1.8M 16k 109.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.5M 30k 49.24
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.2M 12k 103.79
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $1.1M 80k 13.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $974k 19k 50.17
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $877k 25k 34.68
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $850k 5.5k 155.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $795k 11k 75.98
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $775k 8.3k 93.19
Ishares Tr Ishares Biotech (IBB) 0.2 $651k 4.7k 137.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $620k 2.5k 249.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $537k 2.3k 235.79
Global X Fds Artificial Etf (AIQ) 0.1 $531k 16k 33.96
Select Sector Spdr Tr Financial (XLF) 0.1 $478k 11k 42.12
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $444k 13k 35.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $429k 5.6k 76.68
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $422k 8.6k 49.05
Vanguard Index Fds Small Cp Etf (VB) 0.1 $421k 1.8k 228.59
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $396k 5.9k 67.09
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $391k 4.9k 79.91
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $332k 3.3k 100.81
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $327k 2.8k 114.95
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $326k 2.0k 162.89
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $319k 12k 27.04
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $312k 1.8k 175.27
Ishares Tr Eafe Value Etf (EFV) 0.1 $311k 5.7k 54.40
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $311k 6.1k 50.74
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $305k 8.6k 35.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $259k 1.4k 191.88
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $229k 8.5k 27.01
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $226k 1.8k 126.59
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $221k 3.9k 55.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $202k 8.0k 25.25
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $193k 741.00 260.72
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $189k 1.3k 147.73
Schwab Strategic Tr Internl Divid (SCHY) 0.0 $178k 7.3k 24.26
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $170k 3.7k 45.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $164k 1.0k 164.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $162k 1.4k 114.14
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $161k 2.4k 68.14
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $154k 4.0k 38.47
Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.0 $146k 4.2k 34.42
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $137k 3.6k 37.77
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $130k 3.7k 35.15
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $126k 2.9k 42.83
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $100k 2.0k 49.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $93k 2.2k 41.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $91k 1.1k 84.44
Vanguard Wellington Us Value Factr (VFVA) 0.0 $90k 751.00 119.34
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $87k 1.9k 45.15
Ishares Tr Rus 1000 Etf (IWB) 0.0 $86k 300.00 288.03
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $85k 2.2k 39.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $80k 152.00 523.07
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $79k 669.00 118.23
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $69k 3.0k 22.99
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $60k 1.0k 57.45
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $56k 608.00 91.30
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $54k 863.00 62.75
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $52k 1.3k 39.27
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $48k 175.00 271.26
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $42k 553.00 76.28
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $39k 554.00 70.88
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $38k 677.00 55.69
Vanguard World Mega Cap Index (MGC) 0.0 $33k 176.00 186.88
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $31k 1.1k 27.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $31k 420.00 72.63
Global X Fds Lithium Btry Etf (LIT) 0.0 $21k 460.00 45.30
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $21k 112.00 182.62
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.0 $20k 361.00 56.13
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $19k 342.00 56.40
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $19k 333.00 57.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $16k 34.00 480.71
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $13k 290.00 45.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $12k 76.00 158.18
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $11k 176.00 64.60
Ishares Tr High Yld Systm B (HYDB) 0.0 $9.7k 208.00 46.72
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $9.6k 296.00 32.50
Ark Etf Tr Innovation Etf (ARKK) 0.0 $7.5k 150.00 50.08
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $7.2k 156.00 46.10
Spdr Gold Tr Gold Shs (GLD) 0.0 $6.6k 32.00 205.75
Vanguard World Consum Stp Etf (VDC) 0.0 $5.6k 27.00 207.74
Ishares Msci Emerg Mrkt (EEMV) 0.0 $5.0k 88.00 56.59
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $4.6k 130.00 35.48
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $4.0k 620.00 6.42
Ishares Core Msci Emkt (IEMG) 0.0 $2.3k 45.00 51.60
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $2.3k 87.00 25.92
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $2.3k 58.00 38.86
Vaneck Etf Trust Social Sentiment (BUZZ) 0.0 $1.3k 60.00 21.45