News + Filings Holdings
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SVA Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FLEXSHARES TRUST
| TILT | Common | 10,705 | 10,705 | 1,549,000 | 1,549,000 | 0.14 | |
Hist
| 12/31/2020 |
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ISHARES GOLD TRUST
| IAU | ISHARES | 68,057 | 68,057 | 1,234,000 | 1,234,000 | 0.11 | |
Hist
| 12/31/2020 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 10,028 | 10,028 | 732,000 | 732,000 | 0.06 | |
Hist
| 12/31/2020 |
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Trane Technologies plc
| TT | Common Stock | 3,691 | 3,691 | 536,000 | 536,000 | 0.05 | 0.00 |
Hist
| 12/31/2020 |
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COHEN & STEERS, INC.
| CNS | Common | 7,170 | 7,170 | 533,000 | 533,000 | 0.05 | 0.02 |
Hist
| 12/31/2020 |
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Evergy, Inc.
| EVRG | Common | 7,855 | 7,855 | 436,000 | 436,000 | 0.04 | 0.00 |
Hist
| 12/31/2020 |
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Xylem Inc.
| XYL | Common | 4,052 | 4,052 | 412,000 | 412,000 | 0.04 | 0.00 |
Hist
| 12/31/2020 |
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CIGNA CORP
| CI | Com | 1,885 | 1,885 | 392,000 | 392,000 | 0.03 | |
Hist
| 12/31/2020 |
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CUMMINS INC
| CMI | Common | 1,720 | 1,720 | 391,000 | 391,000 | 0.03 | 0.00 |
Hist
| 12/31/2020 |
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SEMPRA
| SRE | Common | 3,006 | 3,006 | 383,000 | 383,000 | 0.03 | 0.00 |
Hist
| 12/31/2020 |
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FLEXSHARES TRUST
| GUNR | Common | 11,675 | 11,675 | 380,000 | 380,000 | 0.03 | |
Hist
| 12/31/2020 |
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ALLSTATE CORP
| ALL | Common | 2,639 | 2,639 | 290,000 | 290,000 | 0.03 | 0.00 |
Hist
| 12/31/2020 |
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NORFOLK SOUTHERN CORP
| NSC | Common | 1,203 | 1,203 | 286,000 | 286,000 | 0.02 | 0.00 |
Hist
| 12/31/2020 |
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MICRON TECHNOLOGY INC
| MU | Common | 3,627 | 3,627 | 273,000 | 273,000 | 0.02 | 0.00 |
Hist
| 12/31/2020 |
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BlackRock Funds III
| CSJ | Common | 4,909 | 4,909 | 271,000 | 271,000 | 0.02 | |
Hist
| 12/31/2020 |
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FLEXSHARES TRUST
| NFRA | Common | 4,900 | 4,900 | 263,000 | 263,000 | 0.02 | |
Hist
| 12/31/2020 |
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STARBUCKS CORP
| SBUX | Common | 2,226 | 2,226 | 238,000 | 238,000 | 0.02 | 0.00 |
Hist
| 12/31/2020 |
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Ark ETF Trust
| ARKF | Common | 4,677 | 4,677 | 232,000 | 232,000 | 0.02 | |
Hist
| 12/31/2020 |
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iSHARES TRUST
| IVE | Common | 1,605 | 1,605 | 206,000 | 206,000 | 0.02 | |
Hist
| 12/31/2020 |
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SELECT SECTOR SPDR TRUST
| XLK | COM | 1,579 | 1,579 | 205,000 | 205,000 | 0.02 | |
Hist
| 12/31/2020 |
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KEMPER Corp
| KMPR | COM | 2,630 | 2,630 | 202,000 | 202,000 | 0.02 | 0.00 |
Hist
| 12/31/2020 |
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MARATHON DIGITAL HOLDINGS, INC.
| MARA | Common Stock | 15,728 | 15,728 | 164,000 | 164,000 | 0.01 | 0.03 |
Hist
| 12/31/2020 |
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FORD MOTOR CO
| F | Common | 12,763 | 12,763 | 112,000 | 112,000 | 0.01 | 0.00 |
Hist
| 12/31/2020 |
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Amesite Inc.
| AMST | COM | 17,000 | 17,000 | 82,000 | 82,000 | 0.01 | 0.08 |
Hist
| 12/31/2020 |
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