Spreng Capital Management as of March 31, 2020
Portfolio Holdings for Spreng Capital Management
Spreng Capital Management holds 72 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab U S Broad Market ETF (SCHB) | 8.0 | $7.0M | 115k | 60.43 | |
Microsoft Corporation (MSFT) | 7.0 | $6.1M | 39k | 157.71 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 6.7 | $5.8M | 48k | 121.51 | |
At&t (T) | 4.1 | $3.6M | 123k | 29.15 | |
Verizon Communications (VZ) | 4.1 | $3.5M | 66k | 53.74 | |
Technology SPDR (XLK) | 3.5 | $3.1M | 38k | 80.37 | |
Apple (AAPL) | 3.5 | $3.0M | 12k | 254.31 | |
Walt Disney Company (DIS) | 3.1 | $2.7M | 28k | 96.59 | |
American Electric Power Company (AEP) | 3.0 | $2.6M | 33k | 79.96 | |
Johnson & Johnson (JNJ) | 2.8 | $2.4M | 18k | 131.13 | |
Vanguard High Dividend Yield ETF (VYM) | 2.6 | $2.3M | 32k | 70.75 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.5 | $2.1M | 48k | 44.99 | |
Visa (V) | 2.4 | $2.1M | 13k | 161.10 | |
Schwab U S Large Cap Growth ETF (SCHG) | 2.2 | $1.9M | 24k | 79.63 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 2.1 | $1.8M | 21k | 86.66 | |
Altria (MO) | 2.1 | $1.8M | 46k | 38.65 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $1.7M | 19k | 90.00 | |
Consumer Staples Select Sect. SPDR (XLP) | 2.0 | $1.7M | 31k | 54.48 | |
Vanguard Small-Cap ETF (VB) | 2.0 | $1.7M | 15k | 115.43 | |
Intel Corporation (INTC) | 1.8 | $1.6M | 29k | 54.13 | |
Berkshire Hathaway (BRK.B) | 1.6 | $1.4M | 7.6k | 182.79 | |
Caterpillar (CAT) | 1.4 | $1.2M | 11k | 116.01 | |
Union Pacific Corporation (UNP) | 1.3 | $1.1M | 8.1k | 141.03 | |
BlackRock (BLK) | 1.3 | $1.1M | 2.6k | 439.74 | |
Southern Company (SO) | 1.3 | $1.1M | 21k | 54.14 | |
Park National Corporation (PRK) | 1.3 | $1.1M | 14k | 77.61 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 1.2 | $1.1M | 50k | 21.18 | |
Financial Select Sector SPDR (XLF) | 1.2 | $1.0M | 50k | 20.78 | |
Wal-Mart Stores (WMT) | 1.2 | $1.0M | 9.1k | 113.66 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.1 | $931k | 7.5k | 123.46 | |
Honeywell International (HON) | 1.0 | $842k | 6.3k | 133.71 | |
Amazon (AMZN) | 1.0 | $840k | 431.00 | 1948.96 | |
3M Company (MMM) | 0.9 | $789k | 5.8k | 136.48 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.9 | $787k | 5.5k | 143.90 | |
Coca-Cola Company (KO) | 0.9 | $761k | 17k | 44.25 | |
Dominion Resources (D) | 0.8 | $739k | 10k | 72.20 | |
Cedar Fair | 0.8 | $734k | 40k | 18.34 | |
Thermo Fisher Scientific (TMO) | 0.7 | $576k | 2.0k | 283.74 | |
Pimco Total Return Etf totl (BOND) | 0.6 | $546k | 5.1k | 106.23 | |
iShares S&P 500 Index (IVV) | 0.6 | $540k | 2.1k | 258.37 | |
NVIDIA Corporation (NVDA) | 0.6 | $534k | 2.0k | 263.44 | |
Vanguard Financials ETF (VFH) | 0.6 | $509k | 10k | 50.74 | |
Civista Bancshares Inc equity (CIVB) | 0.6 | $501k | 34k | 14.97 | |
Realty Income (O) | 0.5 | $419k | 8.4k | 49.84 | |
Utilities SPDR (XLU) | 0.5 | $413k | 7.5k | 55.40 | |
Amgen (AMGN) | 0.5 | $396k | 2.0k | 202.97 | |
Philip Morris International (PM) | 0.5 | $400k | 5.5k | 72.98 | |
Vanguard Value ETF (VTV) | 0.5 | $400k | 4.5k | 88.99 | |
Vanguard REIT ETF (VNQ) | 0.5 | $401k | 5.7k | 69.86 | |
Broadridge Financial Solutions (BR) | 0.5 | $395k | 3.2k | 123.44 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $385k | 3.3k | 115.30 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $379k | 3.2k | 117.81 | |
Bank of America Corporation (BAC) | 0.4 | $371k | 18k | 21.23 | |
First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.4 | $353k | 14k | 25.60 | |
Kroger (KR) | 0.4 | $344k | 11k | 30.15 | |
Deere & Company (DE) | 0.4 | $319k | 2.3k | 138.04 | |
United Technologies Corporation | 0.4 | $320k | 3.4k | 94.37 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $313k | 2.3k | 133.48 | |
Huntington Bancshares Incorporated (HBAN) | 0.3 | $273k | 33k | 8.22 | |
RPM International (RPM) | 0.3 | $258k | 4.3k | 59.43 | |
Lamar Advertising Co-a (LAMR) | 0.3 | $261k | 5.1k | 51.28 | |
International Paper Company (IP) | 0.3 | $242k | 7.8k | 31.19 | |
Pimco Dynamic Incm Fund (PDI) | 0.3 | $234k | 11k | 22.13 | |
CSX Corporation (CSX) | 0.3 | $228k | 4.0k | 57.37 | |
Alliant Energy Corporation (LNT) | 0.3 | $227k | 4.7k | 48.22 | |
Cisco Systems (CSCO) | 0.2 | $214k | 5.4k | 39.36 | |
Unilever (UL) | 0.2 | $218k | 4.3k | 50.52 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $217k | 2.1k | 103.28 | |
Norfolk Southern (NSC) | 0.2 | $212k | 1.5k | 146.01 | |
Advisorshares Tr advisorshs etf (CWS) | 0.2 | $209k | 6.8k | 30.58 | |
Ford Motor Company (F) | 0.1 | $80k | 17k | 4.82 | |
Plains All American Pipeline (PAA) | 0.1 | $59k | 11k | 5.25 |