Milestone Investment Advisors

Milestone Investment Advisors as of June 30, 2025

Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 124 positions in its portfolio as reported in the June 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) 9.9 $38M 533k 71.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.0 $31M 1.0M 29.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.6 $25M 1.0M 24.44
Vanguard Index Fds Growth Etf (VUG) 4.8 $19M 42k 438.40
Fidelity Covington Trust High Divid Etf (FDVV) 4.3 $17M 319k 52.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.5 $14M 570k 23.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.9 $11M 242k 45.75
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.8 $11M 225k 47.06
Vanguard Whitehall Fds High Div Yld (VYM) 2.7 $10M 77k 133.31
Pimco Etf Tr Enhancd Short (EMNT) 2.7 $10M 104k 98.77
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $9.6M 343k 28.05
Wisdomtree Tr Floatng Rat Trea (USFR) 2.5 $9.5M 188k 50.31
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $9.4M 34k 279.83
Ishares Tr Core S&p500 Etf (IVV) 2.4 $9.1M 15k 620.90
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.3 $9.0M 357k 25.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $8.7M 109k 79.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.2 $8.3M 339k 24.38
Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $8.1M 332k 24.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $7.2M 98k 74.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $6.5M 246k 26.50
J P Morgan Exchange Traded F Hedged Equity La (HELO) 1.6 $6.0M 96k 62.58
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $5.9M 76k 77.34
Select Sector Spdr Tr Technology (XLK) 1.5 $5.7M 23k 253.23
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $5.7M 23k 246.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $5.0M 28k 181.74
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $4.6M 49k 93.87
Fidelity Covington Trust Enhanced Small (FESM) 1.1 $4.4M 137k 31.99
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.1 $4.3M 91k 47.44
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.2M 14k 303.94
Ishares Tr Expnd Tec Sc Etf (IGM) 1.1 $4.0M 36k 112.34
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $3.8M 89k 43.22
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.9 $3.5M 141k 25.05
Vanguard Index Fds Value Etf (VTV) 0.9 $3.5M 20k 176.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $3.5M 158k 22.10
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.4M 47k 72.82
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $3.4M 86k 39.49
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.9 $3.3M 33k 98.24
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 0.9 $3.3M 64k 50.93
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.8 $2.9M 27k 107.70
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.6 $2.2M 25k 87.93
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.5 $1.8M 30k 57.78
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $1.6M 33k 50.17
Ishares Tr Esg Optimized (SUSA) 0.4 $1.6M 12k 126.75
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.4 $1.6M 9.0k 174.61
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.4 $1.5M 30k 48.24
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.4M 56k 25.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 24k 57.01
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.3M 12k 109.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.1M 16k 69.09
Ishares Tr Ishares Biotech (IBB) 0.2 $927k 7.3k 126.51
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $897k 18k 49.64
Schwab Strategic Tr Fundamental Us B (FNDB) 0.2 $897k 37k 23.98
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $861k 7.7k 112.00
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $783k 7.1k 109.64
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $770k 29k 26.69
Global X Fds Artificial Etf (AIQ) 0.2 $638k 15k 43.69
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $635k 23k 27.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $603k 22k 27.67
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $554k 1.9k 284.39
Vanguard Index Fds Small Cp Etf (VB) 0.1 $536k 2.3k 236.98
Select Sector Spdr Tr Financial (XLF) 0.1 $498k 9.5k 52.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $482k 5.4k 89.21
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $469k 5.9k 79.31
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $412k 9.5k 43.55
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $397k 7.9k 50.27
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $386k 2.1k 187.64
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $354k 3.1k 116.16
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $353k 2.6k 135.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $339k 1.8k 192.71
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $311k 5.8k 53.93
Ishares Tr Eafe Value Etf (EFV) 0.1 $279k 4.4k 63.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $267k 3.4k 78.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $266k 1.4k 195.01
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $262k 1.8k 146.83
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $255k 5.4k 47.50
Tcw Etf Trust Compounders Etf (GRW) 0.1 $246k 7.0k 35.03
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $227k 5.7k 40.02
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $226k 5.9k 38.14
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $223k 8.9k 25.03
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $191k 3.0k 63.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $183k 1.3k 138.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $183k 1.0k 182.82
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $175k 2.4k 74.43
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $174k 2.7k 65.50
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $169k 4.0k 42.27
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $141k 1.5k 93.95
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $136k 1.0k 134.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $132k 311.00 424.47
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $131k 457.00 286.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $119k 1.1k 110.10
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $115k 2.8k 41.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $108k 388.00 276.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $107k 173.00 617.86
Ishares Tr Rus 1000 Etf (IWB) 0.0 $102k 300.00 339.57
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.0 $87k 3.1k 27.68
Ishares Tr Esg Select Scree (XJR) 0.0 $86k 2.2k 39.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $83k 669.00 123.52
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $70k 3.0k 23.23
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $58k 1.4k 40.74
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $55k 608.00 91.03
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $53k 1.3k 40.66
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $53k 1.2k 42.15
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $52k 562.00 91.97
Spdr Series Trust S&p 500 Esg Etf (EFIV) 0.0 $48k 817.00 58.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $42k 218.00 194.23
Vanguard World Mega Cap Index (MGC) 0.0 $40k 176.00 224.92
Ishares Tr Core 60/40 Balan (AOR) 0.0 $34k 555.00 61.57
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $30k 213.00 141.85
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $23k 112.00 204.68
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $22k 333.00 67.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $21k 37.00 568.05
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $20k 318.00 61.67
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $15k 296.00 50.82
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $13k 423.00 30.14
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $12k 76.00 157.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $12k 189.00 61.21
Spdr Gold Tr Gold Shs (GLD) 0.0 $9.8k 32.00 304.84
Steris Shs Usd (STE) 0.0 $8.4k 35.00 240.23
Ishares Tr High Yld Systm B (HYDB) 0.0 $6.6k 140.00 47.48
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $5.4k 135.00 40.10
Ishares Tr Esg Select Scre (XJH) 0.0 $5.0k 120.00 41.50
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $2.8k 33.00 84.39
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $2.8k 620.00 4.48
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $2.4k 87.00 27.54