Vishria Bird Financial Group

Vishria Bird Financial Group as of Dec. 31, 2020

Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 49 positions in its portfolio as reported in the December 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) 8.7 $15M 183k 83.25
Apple (AAPL) 8.0 $14M 106k 132.69
FedEx Corporation (FDX) 7.8 $14M 53k 259.61
Ishares Tr Core S&p Scp Etf (IJR) 7.0 $12M 133k 91.90
Amazon (AMZN) 7.0 $12M 3.8k 3256.80
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 6.8 $12M 209k 56.73
Microsoft Corporation (MSFT) 4.4 $7.7M 35k 222.42
Agnc Invt Corp Com reit (AGNC) 4.2 $7.3M 468k 15.60
Workday Cl A (WDAY) 4.0 $7.0M 29k 239.63
Alibaba Group Hldg Sponsored Ads (BABA) 3.9 $6.8M 29k 232.73
Bank of America Corporation (BAC) 3.8 $6.7M 220k 30.31
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.7 $6.5M 96k 67.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $5.4M 14k 373.87
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 2.9 $5.2M 189k 27.28
Facebook Cl A (META) 2.6 $4.6M 17k 273.17
Alphabet Cap Stk Cl A (GOOGL) 2.6 $4.5M 2.6k 1752.53
Blackstone Group Com Cl A (BX) 2.2 $3.9M 61k 64.82
Southwest Airlines (LUV) 2.1 $3.7M 80k 46.60
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 2.1 $3.7M 73k 50.59
BP Sponsored Adr (BP) 2.0 $3.5M 172k 20.52
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.2 $2.1M 42k 51.46
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 1.1 $1.9M 7.5k 253.55
Zillow Group Cl C Cap Stk (Z) 0.9 $1.5M 12k 129.80
Zillow Group Cl A (ZG) 0.8 $1.4M 10k 135.97
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.3M 753.00 1751.66
Nio Spon Ads (NIO) 0.7 $1.3M 26k 48.73
Pinterest Cl A (PINS) 0.7 $1.2M 18k 65.91
Kraneshares Tr Csi Chi Internet (KWEB) 0.5 $949k 12k 76.77
Ishares Tr Rus 1000 Etf (IWB) 0.5 $886k 4.2k 211.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $781k 2.6k 305.68
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $648k 4.0k 160.79
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $591k 17k 34.27
Netflix (NFLX) 0.2 $423k 782.00 540.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $420k 1.0k 419.58
Johnson & Johnson (JNJ) 0.2 $418k 2.7k 157.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $390k 6.1k 63.77
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $354k 7.1k 50.16
Wp Carey (WPC) 0.2 $344k 4.9k 70.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $302k 1.6k 194.84
Merck & Co (MRK) 0.2 $299k 3.7k 81.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $295k 3.2k 90.83
Caterpillar (CAT) 0.2 $292k 1.6k 181.82
Home Depot (HD) 0.2 $286k 1.1k 266.05
Tesla Motors (TSLA) 0.2 $285k 404.00 705.45
JPMorgan Chase & Co. (JPM) 0.1 $248k 2.0k 127.05
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $240k 3.6k 67.40
Select Sector Spdr Tr Technology (XLK) 0.1 $206k 1.6k 129.89
Boeing Company (BA) 0.1 $200k 935.00 213.90
Geron Corporation (GERN) 0.0 $33k 21k 1.60