Milestone Investment Advisors

Milestone Investment Advisors as of March 31, 2026

Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 139 positions in its portfolio as reported in the March 2026 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) 9.6 $40M 528k 75.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.2 $30M 1.0M 29.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.2 $26M 1.0M 25.64
Fidelity Covington Trust High Divid Etf (FDVV) 4.4 $18M 326k 55.24
Vanguard Index Fds Growth Etf (VUG) 4.3 $18M 41k 436.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $13M 533k 25.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.0 $13M 274k 45.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.9 $12M 142k 84.84
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $12M 80k 148.10
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $11M 40k 287.18
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.7 $11M 239k 47.08
Ishares Tr Core S&p500 Etf (IVV) 2.6 $11M 17k 653.21
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.6 $11M 422k 25.07
Wisdomtree Tr Floatng Rat Trea (USFR) 2.5 $11M 208k 50.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $10M 337k 30.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $9.8M 124k 79.27
Schwab Strategic Tr Fundamental Us L (FNDX) 2.3 $9.7M 347k 27.85
Pimco Etf Tr Enhancd Short (EMNT) 2.3 $9.6M 97k 98.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.3 $9.5M 390k 24.27
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $6.4M 83k 77.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $6.3M 256k 24.75
Fidelity Covington Trust Enhanced Small (FESM) 1.5 $6.1M 160k 38.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $6.0M 195k 30.68
Select Sector Spdr Tr State Street Tec (XLK) 1.4 $5.7M 43k 132.90
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $5.6M 131k 42.54
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.3 $5.3M 21k 248.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $5.3M 27k 191.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $4.8M 15k 320.81
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $4.5M 49k 92.74
Ishares Tr Expnd Tec Sc Etf (IGM) 1.0 $4.3M 36k 118.51
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.0 $4.3M 90k 47.30
Vanguard Index Fds Value Etf (VTV) 0.9 $3.9M 20k 196.20
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.9 $3.6M 146k 25.04
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $3.5M 76k 46.23
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.8 $3.4M 46k 73.14
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.8 $3.3M 66k 50.45
Spdr Series Trust State Street Spd (SPYX) 0.8 $3.3M 62k 53.03
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.6 $2.5M 28k 92.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $2.4M 23k 103.37
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.5 $2.3M 21k 107.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.1M 28k 77.11
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.5 $2.0M 41k 50.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.8M 28k 64.08
Ishares Tr Esg Optimized (SUSA) 0.4 $1.7M 13k 132.10
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.4 $1.6M 27k 60.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.6M 54k 29.08
Spdr Series Trust State Street Spd (LGLV) 0.3 $1.4M 7.9k 178.10
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.3M 11k 124.31
Ishares Tr Ishares Biotech (IBB) 0.3 $1.2M 7.3k 168.85
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.2M 45k 27.15
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $906k 20k 45.50
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $904k 8.1k 111.37
Schwab Strategic Tr Fundamental Us B (FNDB) 0.2 $830k 31k 27.20
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $813k 7.2k 112.27
Global X Fds Artificial Etf (AIQ) 0.2 $775k 17k 46.67
Impax Funds Series Trust I Global Infrastru (BLDX) 0.2 $728k 28k 25.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $668k 22k 30.50
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $661k 13k 49.37
Vanguard Index Fds Small Cp Etf (VB) 0.1 $595k 2.3k 261.92
Ishares Tr Esg Advanced Uni (EUSB) 0.1 $571k 13k 43.50
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $569k 4.7k 121.19
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $545k 11k 49.99
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $538k 8.4k 63.91
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $516k 5.4k 95.61
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $492k 18k 27.23
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $485k 3.3k 146.61
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $470k 1.8k 257.35
Ishares Tr Morningstar Grwt (ILCG) 0.1 $461k 4.8k 95.48
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.1 $444k 5.9k 75.20
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $387k 1.9k 199.90
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $372k 7.4k 50.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $367k 2.6k 141.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $362k 1.8k 205.80
Spdr Series Trust State Street Spd (XNTK) 0.1 $345k 1.4k 255.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $323k 4.1k 78.41
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $317k 5.7k 55.20
Ishares Tr Eafe Value Etf (EFV) 0.1 $316k 4.2k 74.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $297k 1.4k 217.25
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $269k 1.3k 215.06
Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $268k 1.8k 151.74
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $257k 5.3k 48.93
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $248k 6.0k 41.61
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $237k 9.5k 24.91
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $231k 3.2k 71.73
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $221k 4.8k 46.31
Spdr Index Shs Fds State Street Spd (DWX) 0.1 $219k 4.8k 45.60
Tcw Etf Trust Durable Growth (GRW) 0.0 $194k 7.1k 27.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $192k 1.0k 191.81
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $190k 4.0k 47.53
Vanguard World Esg Us Corp Bd (VCEB) 0.0 $178k 2.8k 62.83
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $176k 3.4k 52.19
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $176k 2.3k 75.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $169k 1.3k 128.12
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $144k 457.00 314.01
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $136k 1.5k 90.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $133k 311.00 426.29
Spdr Series Trust State Street Spd (EFIV) 0.0 $128k 2.0k 63.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $122k 1.1k 113.11
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $117k 388.00 302.25
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.0 $113k 173.00 650.34
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $109k 940.00 116.11
Ishares Tr Rus 1000 Etf (IWB) 0.0 $107k 300.00 356.56
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $105k 3.3k 32.22
Ishares Tr Esg Select Scree (XJR) 0.0 $95k 2.2k 43.54
Ishares Tr Russell 2000 Etf (IWM) 0.0 $89k 360.00 248.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $89k 669.00 132.43
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $69k 3.0k 23.14
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.0 $66k 2.1k 31.64
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $65k 1.4k 45.06
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $61k 608.00 100.67
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $60k 1.3k 45.86
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $55k 562.00 97.23
Vanguard World Mega Cap Index (MGC) 0.0 $42k 176.00 236.35
Nushares Etf Tr Nuveen Larg Cap 0.0 $39k 1.2k 33.44
American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $38k 518.00 73.71
Ishares Tr Core 60/40 Balan (AOR) 0.0 $36k 555.00 64.35
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $35k 214.00 165.64
Spdr Series Trust State Street Spd (XAR) 0.0 $35k 136.00 253.99
Rbb Fund Trust First Eagle Over (FEOE) 0.0 $31k 620.00 50.46
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.0 $23k 333.00 70.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $20k 34.00 597.56
Blackrock Etf Trust Ishares World Ex (LCTD) 0.0 $15k 276.00 55.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $14k 76.00 188.84
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $14k 423.00 32.95
Spdr Gold Tr Gold Shs (GLD) 0.0 $14k 32.00 430.31
Ishares Tr Esg Aware Msci (ESML) 0.0 $14k 291.00 46.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $13k 60.00 213.68
Tidal Trust I Fundstrat Granny (GRNY) 0.0 $10k 425.00 23.87
Wedbush Ser Tr Dan Ives Wedbush (IVES) 0.0 $9.5k 335.00 28.37
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $7.7k 400.00 19.30
Ishares Tr High Yld Systm B (HYDB) 0.0 $6.5k 140.00 46.52
Ishares Tr Esg Select Scre (XJH) 0.0 $5.4k 120.00 45.38
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $5.1k 57.00 88.81
Ark Etf Tr Israel Inovate (IZRL) 0.0 $5.0k 186.00 26.92
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.0 $4.8k 118.00 40.91
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $4.5k 49.00 91.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $4.0k 103.00 38.43
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $3.2k 620.00 5.11
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $2.6k 87.00 29.44