Old Mission Investment as of Dec. 31, 2019
Portfolio Holdings for Old Mission Investment
Old Mission Investment holds 61 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $10M | 159k | 65.24 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 9.1 | $10M | 78k | 130.09 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 8.8 | $9.8M | 51k | 193.64 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $7.5M | 46k | 163.62 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.3 | $7.1M | 34k | 205.82 | |
| Ishares Tr Core Div Grwth (DGRO) | 5.8 | $6.5M | 154k | 42.07 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 5.7 | $6.4M | 101k | 63.02 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 5.7 | $6.3M | 93k | 67.64 | |
| Vanguard Group Div App Etf (VIG) | 4.9 | $5.4M | 43k | 124.66 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $4.6M | 54k | 83.85 | |
| Mackinac Financial Corporation | 2.5 | $2.8M | 159k | 17.46 | |
| Ishares Core Msci Emkt (IEMG) | 2.2 | $2.5M | 47k | 53.76 | |
| Apple (AAPL) | 1.6 | $1.8M | 6.1k | 293.65 | |
| Chevron Corporation (CVX) | 1.5 | $1.7M | 14k | 120.51 | |
| Colgate-Palmolive Company (CL) | 1.4 | $1.6M | 23k | 68.84 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.4M | 4.5k | 323.25 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.4M | 21k | 69.78 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.4M | 9.0k | 157.71 | |
| Amazon (AMZN) | 1.2 | $1.4M | 739.00 | 1847.84 | |
| Dupont De Nemours | 0.9 | $1.0M | 16k | 64.20 | |
| Pepsi (PEP) | 0.8 | $927k | 6.8k | 136.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $906k | 4.0k | 226.51 | |
| Dow (DOW) | 0.8 | $901k | 17k | 54.73 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $865k | 4.9k | 175.93 | |
| Intel Corporation (INTC) | 0.7 | $823k | 14k | 59.85 | |
| Verizon Communications (VZ) | 0.7 | $762k | 12k | 61.40 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $746k | 4.0k | 188.49 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $707k | 5.2k | 136.48 | |
| Visa Com Cl A (V) | 0.6 | $693k | 3.7k | 187.89 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $637k | 12k | 53.75 | |
| Nike CL B (NKE) | 0.5 | $606k | 6.0k | 101.31 | |
| Johnson & Johnson (JNJ) | 0.5 | $595k | 4.1k | 145.89 | |
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $591k | 5.6k | 105.66 | |
| Square Cl A (XYZ) | 0.5 | $583k | 9.3k | 62.56 | |
| Tcf Financial Corp | 0.5 | $549k | 12k | 46.80 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $537k | 3.9k | 139.40 | |
| Lauder Estee Cos Cl A (EL) | 0.5 | $527k | 2.5k | 206.56 | |
| Pfizer (PFE) | 0.5 | $523k | 13k | 39.18 | |
| Corteva (CTVA) | 0.5 | $505k | 17k | 29.56 | |
| Merck & Co (MRK) | 0.4 | $454k | 5.0k | 90.95 | |
| Spdr Series Trust Nuveen Blmbrg Sr (SHM) | 0.4 | $449k | 9.1k | 49.11 | |
| Marriott Intl Cl A (MAR) | 0.4 | $443k | 2.9k | 151.44 | |
| At&t (T) | 0.4 | $439k | 11k | 39.08 | |
| Procter & Gamble Company (PG) | 0.4 | $422k | 3.4k | 124.90 | |
| Bank of America Corporation (BAC) | 0.4 | $395k | 11k | 35.22 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $390k | 3.5k | 112.37 | |
| Wells Fargo & Company (WFC) | 0.3 | $385k | 7.2k | 53.80 | |
| Wec Energy Group (WEC) | 0.3 | $385k | 4.2k | 92.23 | |
| Sirius Xm Holdings | 0.3 | $383k | 54k | 7.15 | |
| Spdr Series Trust Blomberg Intl Tr (BWX) | 0.3 | $348k | 12k | 28.81 | |
| Bristol Myers Squibb (BMY) | 0.3 | $330k | 5.1k | 64.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $330k | 246.00 | 1339.39 | |
| Boeing Company (BA) | 0.3 | $304k | 935.00 | 325.59 | |
| General Electric Company | 0.3 | $291k | 26k | 11.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $285k | 213.00 | 1335.45 | |
| Home Depot (HD) | 0.2 | $243k | 1.1k | 218.35 | |
| Caterpillar (CAT) | 0.2 | $237k | 1.6k | 147.64 | |
| Hancock John Premuim Div Com Sh Ben Int (PDT) | 0.2 | $233k | 13k | 17.99 | |
| Oracle Corporation (ORCL) | 0.2 | $233k | 4.4k | 52.98 | |
| Wal-Mart Stores (WMT) | 0.2 | $225k | 1.9k | 118.84 | |
| United Technologies Corporation | 0.2 | $204k | 1.4k | 149.72 |