Snider Financial Group

Snider Financial Group as of March 31, 2022

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 68 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation Etf Etf (VIG) 7.8 $17M 106k 162.16
Ishares Core U S Aggregate Bond Etf Etf (AGG) 6.8 $15M 139k 107.10
Blackrock Ultra Short Term Bond Etf Etf (ICSH) 6.1 $14M 269k 50.15
Ishares Core S&p 500 Etf Etf (IVV) 5.2 $11M 25k 453.68
Ishares Mbs Etf Etf (MBB) 5.1 $11M 111k 101.87
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 4.6 $10M 35k 289.13
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT) 4.5 $9.8M 97k 100.94
Alphabet Inc Cl C Common Stock (GOOG) 4.2 $9.3M 3.3k 2793.11
Ishares Msci Usa Value Factor Etf Etf (VLUE) 4.0 $8.7M 83k 104.57
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL) 3.6 $7.9M 79k 99.95
Meta Platforms Inc Cl A Common Stock (META) 2.9 $6.4M 29k 222.37
Bank of America Corp Common Stock (BAC) 2.7 $6.0M 145k 41.22
Microsoft Corp Common Stock (MSFT) 2.6 $5.7M 19k 308.30
Ishares Core S&p Small Cap Etf Etf (IJR) 2.6 $5.6M 52k 107.88
Ishares Msci Usa Min Volatility Factor Etf Etf (USMV) 2.5 $5.6M 72k 77.57
Ishares U S Medical Devices Etf Etf (IHI) 2.5 $5.6M 91k 60.96
Boeing Company Common Stock (BA) 2.2 $4.8M 25k 191.50
Aspen Technology Common Stock 2.1 $4.5M 27k 165.37
Citigroup Common Stock (C) 2.1 $4.5M 85k 53.40
Ishares Global Energy Etf Etf (IXC) 1.9 $4.1M 114k 36.15
Amazon.com Common Stock (AMZN) 1.8 $3.9M 1.2k 3259.92
Ford Motor Common Stock (F) 1.7 $3.7M 220k 16.91
Walmart Common Stock (WMT) 1.7 $3.7M 25k 148.92
Cisco Systems Common Stock (CSCO) 1.6 $3.6M 65k 55.76
Ishares U S Financial Services Etf Etf (IYG) 1.6 $3.5M 20k 180.36
Vaneck Fallen Angel High Yield Etf Etf (ANGL) 1.6 $3.5M 114k 30.40
Spdr Gold Trust Gold Shares Etf (GLD) 1.5 $3.2M 18k 180.64
Seagen Common Stock 1.2 $2.5M 18k 144.05
Liberty Media Corp Ser A Braves Group Common Stock 1.0 $2.2M 76k 28.78
Vanguard Mun Bd Tax Exempt Bond Index Etf Etf (VTEB) 1.0 $2.1M 41k 51.56
General Motors Common Stock (GM) 0.9 $2.1M 48k 43.74
Ishares U S Treasury Bond Etf Etf (GOVT) 0.9 $2.0M 81k 24.91
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.8 $1.8M 11k 168.25
Ishares Core Msci Total Intl Stock Etf Etf (IXUS) 0.7 $1.6M 24k 66.56
Berkshire Hathaway Inc Cl A Common Stock (BRK.A) 0.5 $1.1M 2.00 529000.00
Ishares Msci Eafe Growth Etf Etf (EFG) 0.4 $945k 9.8k 96.24
Vanguard Short Term Treasury Etf Etf (VGSH) 0.4 $873k 15k 59.24
Ishares Biotechnology Etf Etf (IBB) 0.3 $672k 5.2k 130.31
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.3 $654k 13k 49.66
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.3 $636k 6.3k 100.22
Jpmorgan U S Value Factor Etf Etf (JVAL) 0.3 $611k 17k 37.00
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.3 $601k 22k 27.80
Goldman Sachs Group Common Stock (GS) 0.3 $598k 1.8k 330.20
Ishares Core Growth Allocation Etf Etf (AOR) 0.2 $532k 9.9k 53.97
Irobot Corp Common Stock (IRBT) 0.2 $377k 6.0k 63.36
Veracyte Common Stock (VCYT) 0.2 $366k 13k 27.57
Skechers Usa Inc Cl A Common Stock (SKX) 0.2 $360k 8.8k 40.71
Nvidia Corp Common Stock (NVDA) 0.2 $356k 1.3k 272.59
Jpmorgan Chase & Co Common Stock (JPM) 0.2 $355k 2.6k 136.28
Ishares Broad Usd Investment Grade Corp Bond Etf Etf (USIG) 0.1 $304k 5.5k 55.12
Newmont Corp Common Stock (NEM) 0.1 $280k 3.5k 79.39
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $278k 5.5k 50.44
General Electric Common Stock (GE) 0.1 $278k 3.0k 91.51
Spdr S&p 500 Etf Etf (SPY) 0.1 $269k 595.00 452.10
Azek Company Inc Cl A Common Stock (AZEK) 0.1 $265k 11k 24.87
Jpmorgan U S Momentum Factor Etf Etf (JMOM) 0.1 $261k 5.9k 44.06
Trupanion Common Stock (TRUP) 0.1 $257k 2.9k 88.96
Bausch Health Companies Common Stock (BHC) 0.1 $253k 11k 22.83
Costco Wholesale Corp Common Stock (COST) 0.1 $236k 409.00 577.02
Smartsheet Inc Cl A Common Stock (SMAR) 0.1 $234k 4.3k 54.76
Apple Common Stock (AAPL) 0.1 $230k 1.3k 174.51
Iac Interactive Corp Common Stock (IAC) 0.1 $216k 2.2k 100.42
Ishares 1-5 Year Investment Grade Corp Bond Etf Etf (IGSB) 0.1 $206k 4.0k 51.68
Danaher Corp Common Stock (DHR) 0.1 $204k 696.00 293.10
Vaneck Merk Gold Trust Etf Etf (OUNZ) 0.1 $198k 11k 18.80
Everquote Inc Cl A Common Stock (EVER) 0.1 $162k 10k 16.15
Banco Santander S A Common Stock (SAN) 0.1 $123k 36k 3.38
Vimeo Common Stock (VMEO) 0.1 $123k 10k 11.87