Milestone Investment Advisors

Milestone Investment Advisors as of March 31, 2025

Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 126 positions in its portfolio as reported in the March 2025 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) 10.0 $36M 545k 66.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.7 $28M 1.1M 25.04
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.6 $24M 1.1M 22.08
Vanguard Index Fds Growth Etf (VUG) 4.6 $17M 45k 370.82
Fidelity Covington Trust High Divid Etf (FDVV) 4.3 $15M 310k 49.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.5 $13M 585k 21.53
Ishares Tr Core S&p500 Etf (IVV) 3.1 $11M 20k 561.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.0 $11M 239k 45.65
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.0 $11M 230k 47.04
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $10M 81k 128.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $9.8M 375k 26.20
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $8.8M 34k 258.62
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.3 $8.2M 329k 24.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $8.0M 102k 78.94
Wisdomtree Tr Floatng Rat Trea (USFR) 2.2 $7.8M 155k 50.33
Schwab Strategic Tr Fundamental Us L (FNDX) 2.2 $7.8M 329k 23.61
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $7.2M 256k 27.96
Pimco Etf Tr Enhancd Short (EMNT) 1.9 $6.7M 68k 98.75
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $6.1M 92k 66.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.7 $6.0M 246k 24.34
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.6 $5.9M 98k 59.68
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $5.4M 71k 76.57
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $5.3M 25k 210.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.4 $5.0M 29k 173.23
Select Sector Spdr Tr Technology (XLK) 1.4 $5.0M 24k 206.48
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $4.6M 49k 93.66
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.2 $4.4M 93k 47.21
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $4.3M 47k 91.53
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.8M 14k 274.85
Fidelity Covington Trust Enhanced Small (FESM) 1.0 $3.8M 128k 29.48
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $3.5M 88k 39.69
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $3.5M 47k 74.72
Vanguard Index Fds Value Etf (VTV) 1.0 $3.4M 20k 172.74
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $3.3M 93k 35.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $3.3M 165k 19.78
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.9 $3.3M 130k 25.08
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.9 $3.1M 68k 45.75
Ishares Tr Expnd Tec Sc Etf (IGM) 0.8 $3.0M 33k 90.67
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.8 $2.9M 29k 99.88
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.6 $2.2M 41k 53.31
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.5 $2.0M 25k 79.52
Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $1.6M 14k 114.87
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.6M 9.4k 174.04
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.6M 16k 104.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.5M 64k 23.43
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $1.2M 24k 50.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 21k 50.83
Ishares Tr Ishares Biotech (IBB) 0.3 $1.0M 8.1k 127.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $947k 15k 62.10
Schwab Strategic Tr Fundamental Us B (FNDB) 0.2 $891k 39k 23.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $852k 32k 26.58
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $803k 8.0k 100.00
Global X Fds Artificial Etf (AIQ) 0.2 $792k 22k 36.38
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $706k 26k 27.30
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $700k 7.1k 97.96
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $643k 13k 50.00
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $637k 16k 39.97
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $525k 2.1k 244.64
Vanguard Index Fds Small Cp Etf (VB) 0.1 $502k 2.3k 221.75
Select Sector Spdr Tr Financial (XLF) 0.1 $473k 9.5k 49.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $470k 6.0k 78.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $441k 5.4k 81.68
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $412k 5.9k 69.78
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $411k 9.5k 43.32
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $376k 7.5k 50.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $361k 1.9k 186.29
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $351k 2.9k 121.90
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $349k 2.1k 169.80
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $313k 3.1k 102.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $303k 1.8k 172.26
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $298k 6.4k 46.67
Ishares Tr Eafe Value Etf (EFV) 0.1 $287k 4.9k 58.94
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $250k 5.4k 46.31
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $240k 1.8k 134.35
Tcw Etf Trust Compounders Etf (GRW) 0.1 $233k 7.0k 33.14
Schwab Strategic Tr Int-trm Us Tres (SCHR) 0.1 $222k 8.9k 24.86
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $215k 5.9k 36.33
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $207k 5.7k 36.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $187k 1.3k 146.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $187k 741.00 251.77
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $178k 2.3k 78.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $171k 1.0k 170.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $166k 1.4k 117.49
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $162k 4.0k 40.41
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $158k 2.4k 67.33
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $157k 2.7k 58.97
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $149k 2.4k 62.92
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $126k 3.3k 38.34
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $117k 457.00 255.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $112k 311.00 361.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $100k 1.1k 92.83
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $97k 3.6k 26.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $97k 173.00 559.39
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $95k 2.4k 40.49
Ishares Tr Rus 1000 Etf (IWB) 0.0 $92k 300.00 306.74
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.0 $82k 3.3k 24.61
Ishares Tr Esg Select Scree (XJR) 0.0 $82k 2.2k 37.62
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $80k 669.00 119.67
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $69k 3.0k 23.06
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $51k 608.00 83.32
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $50k 1.3k 37.85
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $49k 1.3k 37.99
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $48k 1.2k 38.36
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $48k 562.00 85.07
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $44k 815.00 53.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $41k 218.00 188.16
Ishares Core Msci Emkt (IEMG) 0.0 $40k 735.00 53.97
Vanguard World Mega Cap Index (MGC) 0.0 $35k 176.00 201.38
Ishares Tr Core 60/40 Balan (AOR) 0.0 $32k 555.00 57.57
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $25k 213.00 116.55
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $22k 112.00 193.99
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $20k 333.00 60.61
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $20k 318.00 61.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $19k 37.00 513.92
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $13k 290.00 46.19
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $13k 135.00 95.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $12k 423.00 27.57
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $11k 76.00 150.39
Spdr Gold Tr Gold Shs (GLD) 0.0 $9.2k 32.00 288.16
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $8.9k 178.00 50.26
Ark Etf Tr Innovation Etf (ARKK) 0.0 $7.1k 150.00 47.58
Ishares Tr High Yld Systm B (HYDB) 0.0 $6.6k 140.00 47.09
Vanguard World Consum Stp Etf (VDC) 0.0 $6.2k 28.00 220.07
Ishares Tr Esg Select Scre (XJH) 0.0 $4.7k 120.00 39.08
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $2.5k 32.00 77.19
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $2.3k 87.00 26.02