Milestone Investment Advisors

Milestone Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 130 positions in its portfolio as reported in the December 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) 10.2 $38M 561k 67.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.0 $33M 1.2M 27.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.1 $26M 1.1M 23.18
Vanguard Index Fds Growth Etf (VUG) 5.4 $20M 48k 410.44
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.4 $16M 166k 98.47
Fidelity Covington Trust High Divid Etf (FDVV) 4.0 $15M 292k 49.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.7 $14M 597k 22.70
Ishares Tr Core S&p500 Etf (IVV) 3.1 $12M 20k 588.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $11M 400k 27.71
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.9 $11M 228k 46.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.8 $10M 226k 44.87
Vanguard Whitehall Fds High Div Yld (VYM) 2.5 $9.2M 72k 127.59
Schwab Strategic Tr Fundamental Us L (FNDX) 2.2 $8.2M 346k 23.68
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.1 $7.8M 314k 24.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $7.7M 99k 78.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $6.9M 252k 27.32
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.7 $6.4M 27k 235.27
Wisdomtree Tr Floatng Rat Trea (USFR) 1.7 $6.1M 121k 50.32
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.6 $5.8M 94k 62.04
Select Sector Spdr Tr Technology (XLK) 1.5 $5.7M 25k 232.52
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $5.3M 70k 74.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $5.1M 29k 175.23
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $4.7M 16k 289.81
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.3 $4.7M 100k 46.63
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $4.6M 123k 37.12
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $4.5M 74k 61.37
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $4.2M 48k 88.79
Pimco Etf Tr Enhancd Short (EMNT) 1.0 $3.8M 38k 98.41
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $3.7M 36k 102.09
Vanguard Index Fds Value Etf (VTV) 0.9 $3.4M 20k 169.30
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.9 $3.4M 70k 48.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.3M 47k 70.00
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.9 $3.3M 31k 104.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $3.2M 175k 18.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $3.1M 127k 24.06
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.8 $3.0M 119k 25.11
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.7 $2.4M 45k 54.23
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $2.4M 69k 35.26
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.6 $2.2M 27k 83.14
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.2M 19k 115.22
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $1.8M 15k 121.59
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.7M 10k 165.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.7M 65k 25.86
Schwab Strategic Tr Fundamental Us B (FNDB) 0.3 $1.2M 52k 23.26
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.1M 12k 96.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $971k 20k 47.82
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $965k 3.7k 264.13
Ishares Tr Ishares Biotech (IBB) 0.2 $911k 6.9k 132.21
Global X Fds Artificial Etf (AIQ) 0.2 $876k 23k 38.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $846k 14k 58.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $836k 32k 26.07
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $765k 7.3k 104.89
Fidelity Covington Trust Enhanced Small (FESM) 0.2 $748k 23k 32.35
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $744k 27k 27.28
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $730k 15k 49.84
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $635k 56k 11.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $554k 2.2k 253.75
Vanguard Index Fds Small Cp Etf (VB) 0.1 $544k 2.3k 240.28
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $494k 9.9k 50.15
Select Sector Spdr Tr Financial (XLF) 0.1 $459k 9.5k 48.33
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $445k 5.9k 75.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $435k 2.2k 198.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $402k 5.2k 77.26
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $374k 7.5k 49.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $372k 4.9k 76.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $371k 2.9k 128.83
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $360k 8.5k 42.48
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $345k 2.1k 168.05
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $337k 3.1k 110.25
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $337k 6.8k 49.72
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $334k 1.8k 189.98
Ishares Tr Eafe Value Etf (EFV) 0.1 $279k 5.3k 52.47
Tcw Etf Trust Compounders Etf (GRW) 0.1 $279k 8.5k 32.86
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $249k 5.4k 46.20
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $246k 1.8k 137.78
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $243k 7.3k 33.21
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $219k 6.0k 36.35
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $216k 8.9k 24.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $208k 741.00 280.06
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $195k 2.3k 85.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $179k 1.4k 126.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $178k 1.0k 178.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $176k 1.3k 137.57
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $161k 4.0k 40.34
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $152k 2.4k 64.61
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $148k 2.4k 61.99
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $138k 3.3k 41.88
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $112k 2.0k 56.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $109k 1.1k 101.53
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.0 $108k 4.6k 23.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $107k 1.5k 71.91
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $98k 3.6k 26.92
Ishares Tr Rus 1000 Etf (IWB) 0.0 $97k 300.00 322.16
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $94k 3.7k 25.23
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $89k 2.2k 41.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $89k 152.00 586.09
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $84k 669.00 124.90
Vanguard Wellington Us Value Factr (VFVA) 0.0 $82k 695.00 118.46
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $81k 2.1k 39.37
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $79k 2.0k 39.56
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $68k 3.0k 22.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $55k 608.00 90.98
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $55k 1.3k 41.60
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $51k 175.00 288.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $49k 994.00 49.05
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $46k 812.00 56.51
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $44k 1.2k 34.96
Vanguard World Mega Cap Index (MGC) 0.0 $37k 176.00 212.66
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $32k 555.00 57.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $26k 50.00 511.24
Asml Holding N V N Y Registry Shs (ASML) 0.0 $24k 34.00 693.09
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $22k 112.00 195.83
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $21k 333.00 64.05
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $21k 342.00 60.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $20k 37.00 538.81
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $13k 145.00 92.73
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $13k 290.00 43.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $12k 76.00 163.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 423.00 26.63
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $11k 177.00 60.66
Ark Etf Tr Innovation Etf (ARKK) 0.0 $8.5k 150.00 56.77
Spdr Gold Tr Gold Shs (GLD) 0.0 $7.7k 32.00 242.16
Ishares Tr High Yld Systm B (HYDB) 0.0 $6.6k 140.00 47.01
Vanguard World Consum Stp Etf (VDC) 0.0 $5.9k 28.00 211.43
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $5.5k 74.00 74.03
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $5.0k 120.00 41.84
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $4.6k 19.00 242.21
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $3.2k 620.00 5.13
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $2.3k 87.00 26.46
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $1.9k 25.00 77.52