Old Mission Investment as of Sept. 30, 2019
Portfolio Holdings for Old Mission Investment
Old Mission Investment holds 65 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 8.6 | $9.0M | 75k | 119.14 | |
| Ishares Tr Core Msci Eafe (IEFA) | 8.6 | $9.0M | 147k | 61.07 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 8.2 | $8.6M | 48k | 180.03 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.6 | $6.9M | 46k | 151.00 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.2 | $6.5M | 34k | 193.23 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 5.7 | $6.0M | 96k | 62.87 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 5.7 | $6.0M | 104k | 57.80 | |
| Ishares Tr Core Div Grwth (DGRO) | 5.4 | $5.6M | 144k | 39.14 | |
| Vanguard Group Div App Etf (VIG) | 5.2 | $5.4M | 45k | 119.58 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $4.3M | 55k | 77.84 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.2 | $3.4M | 68k | 49.90 | |
| Mackinac Financial Corporation | 2.1 | $2.2M | 142k | 15.46 | |
| Ishares Core Msci Emkt (IEMG) | 1.9 | $2.0M | 41k | 49.02 | |
| Colgate-Palmolive Company (CL) | 1.6 | $1.7M | 23k | 73.51 | |
| Chevron Corporation (CVX) | 1.6 | $1.6M | 14k | 118.60 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $1.4M | 20k | 70.61 | |
| Apple (AAPL) | 1.4 | $1.4M | 6.3k | 223.99 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.3M | 4.5k | 298.53 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.3M | 9.4k | 139.03 | |
| Amazon (AMZN) | 1.2 | $1.2M | 695.00 | 1735.91 | |
| Dupont De Nemours | 1.1 | $1.1M | 16k | 71.31 | |
| Pepsi (PEP) | 0.9 | $909k | 6.6k | 137.10 | |
| Intel Corporation (INTC) | 0.8 | $796k | 15k | 51.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $790k | 4.9k | 159.64 | |
| Dow (DOW) | 0.7 | $784k | 17k | 47.65 | |
| Verizon Communications (VZ) | 0.7 | $749k | 12k | 60.36 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $741k | 3.6k | 208.03 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $688k | 4.0k | 173.77 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $663k | 5.2k | 128.26 | |
| Lauder Estee Cos Cl A (EL) | 0.6 | $648k | 3.3k | 198.92 | |
| Visa Com Cl A (V) | 0.6 | $608k | 3.5k | 172.00 | |
| Ishares Tr Select Divid Etf (DVY) | 0.6 | $584k | 5.7k | 101.95 | |
| Nike CL B (NKE) | 0.5 | $561k | 6.0k | 93.92 | |
| Corteva (CTVA) | 0.5 | $486k | 17k | 28.00 | |
| Pfizer (PFE) | 0.5 | $481k | 13k | 35.93 | |
| Tcf Financial Corp | 0.4 | $452k | 12k | 38.07 | |
| Spdr Series Trust Nuveen Blmbrg Sr (SHM) | 0.4 | $446k | 9.1k | 48.99 | |
| At&t (T) | 0.4 | $419k | 11k | 37.84 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $416k | 3.7k | 113.18 | |
| Procter & Gamble Company (PG) | 0.4 | $415k | 3.3k | 124.39 | |
| Square Cl A (XYZ) | 0.4 | $410k | 6.6k | 61.95 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $409k | 3.5k | 117.69 | |
| Merck & Co (MRK) | 0.4 | $406k | 4.8k | 84.18 | |
| Johnson & Johnson (JNJ) | 0.4 | $403k | 3.1k | 129.37 | |
| Wec Energy Group (WEC) | 0.4 | $397k | 4.2k | 95.10 | |
| Marriott Intl Cl A (MAR) | 0.4 | $371k | 3.0k | 124.38 | |
| Spdr Series Trust Blomberg Intl Tr (BWX) | 0.3 | $345k | 12k | 28.70 | |
| Sirius Xm Holdings | 0.3 | $335k | 54k | 6.25 | |
| Boeing Company (BA) | 0.3 | $287k | 754.00 | 380.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $282k | 231.00 | 1221.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $272k | 223.00 | 1217.63 | |
| Bank of America Corporation (BAC) | 0.3 | $268k | 9.2k | 29.17 | |
| Bristol Myers Squibb (BMY) | 0.2 | $251k | 5.0k | 50.72 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $247k | 3.8k | 65.22 | |
| Wells Fargo & Company (WFC) | 0.2 | $245k | 4.9k | 50.44 | |
| Home Depot (HD) | 0.2 | $243k | 1.0k | 232.11 | |
| Oracle Corporation (ORCL) | 0.2 | $242k | 4.4k | 55.03 | |
| Hancock John Premuim Div Com Sh Ben Int (PDT) | 0.2 | $231k | 13k | 18.11 | |
| General Mills (GIS) | 0.2 | $231k | 4.2k | 55.12 | |
| General Electric Company | 0.2 | $230k | 26k | 8.94 | |
| Wal-Mart Stores (WMT) | 0.2 | $224k | 1.9k | 118.68 | |
| Disney Walt Com Disney (DIS) | 0.2 | $217k | 1.7k | 130.31 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.2 | $214k | 3.6k | 58.83 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $204k | 3.0k | 67.06 | |
| McDonald's Corporation (MCD) | 0.2 | $201k | 937.00 | 214.71 |