Vishria Bird Financial Group

Vishria Bird Financial Group as of June 30, 2020

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 41 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 22.3 $29M 346k 82.66
Apple (AAPL) 9.4 $12M 33k 364.79
Amazon (AMZN) 8.2 $11M 3.8k 2758.76
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 7.7 $9.9M 179k 55.01
Microsoft Corporation (MSFT) 5.4 $6.9M 34k 203.52
Alibaba Group Hldg Sponsored Ads (BABA) 4.9 $6.3M 29k 215.71
FedEx Corporation (FDX) 4.6 $5.8M 42k 140.21
Workday Cl A (WDAY) 4.3 $5.5M 30k 187.35
First Tr Nasdaq-100 Tech Ind Cap Strength Etf (FTCS) 4.2 $5.4M 93k 58.42
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 4.0 $5.2M 199k 25.93
Bank of America Corporation (BAC) 4.0 $5.1M 214k 23.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $4.4M 14k 308.36
Facebook Cl A (META) 3.0 $3.9M 17k 227.08
Alphabet Cap Stk Cl A (GOOGL) 2.9 $3.7M 2.6k 1418.16
Blackstone Group Com Cl A (BX) 2.7 $3.5M 62k 56.65
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.2 $1.5M 7.6k 199.19
Alphabet Cap Stk Cl C (GOOG) 0.7 $953k 674.00 1413.95
Kraneshares Tr Csi Chi Internet (KWEB) 0.6 $794k 13k 61.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $783k 3.0k 257.91
Ishares Tr Rus 1000 Etf (IWB) 0.6 $718k 4.2k 171.69
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.5 $610k 12k 50.05
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $515k 4.0k 127.79
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $469k 18k 25.47
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $380k 7.4k 51.70
Johnson & Johnson (JNJ) 0.3 $374k 2.7k 140.81
Wp Carey (WPC) 0.3 $369k 5.5k 67.57
Netflix (NFLX) 0.3 $356k 782.00 455.24
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $330k 1.0k 324.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $317k 1.5k 207.32
Pinterest Cl A (PINS) 0.2 $285k 13k 22.14
Merck & Co (MRK) 0.2 $282k 3.7k 77.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $274k 1.1k 247.74
Home Depot (HD) 0.2 $269k 1.1k 250.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $260k 3.8k 68.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $257k 3.5k 74.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $243k 1.6k 156.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $234k 755.00 309.93
Chevron Corporation (CVX) 0.2 $211k 2.4k 89.26
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $209k 3.6k 58.69
Caterpillar (CAT) 0.2 $203k 1.6k 126.40
Geron Corporation (GERN) 0.0 $45k 21k 2.18