News + Filings Holdings
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SHINE INVESTMENT ADVISORY SERVICES INC
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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 |
DGROYAL, LLC
| DGRO | ETF | 935,118 | 68,900 | 37,208,000 | 4,638,000 | 12.61 | |
Hist
| 09/30/2020 |
iSHARES TRUST
| EFAV | Common | 414,719 | 45,383 | 28,255,000 | 3,857,000 | 9.57 | |
Hist
| 09/30/2020 |
iSHARES TRUST
| QUAL | Common | 203,280 | 16,183 | 21,088,000 | 3,142,000 | 7.15 | |
Hist
| 09/30/2020 |
Apple Inc.
| AAPL | Common | 41,408 | 33,511 | 4,796,000 | 1,915,000 | 1.63 | 0.00 |
Hist
| 09/30/2020 |
VANGUARD BOND INDEX FUNDS
| BND | Common | 29,483 | 12,304 | 2,601,000 | 1,083,000 | 0.88 | |
Hist
| 09/30/2020 |
VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 162,436 | 8,216 | 15,561,000 | 889,000 | 5.27 | |
Hist
| 09/30/2020 |
AMAZON COM INC
| AMZN | Common | 872 | 184 | 2,746,000 | 848,000 | 0.93 | 0.00 |
Hist
| 09/30/2020 |
iSHARES TRUST
| IJH | Common | 79,506 | 386 | 14,733,000 | 664,000 | 4.99 | |
Hist
| 09/30/2020 |
ADOBE INC.
| ADBE | Common | 3,408 | 932 | 1,671,000 | 593,000 | 0.57 | 0.00 |
Hist
| 09/30/2020 |
iSHARES TRUST
| ESGU | Common | 7,896 | 5,589 | 602,000 | 441,000 | 0.20 | |
Hist
| 09/30/2020 |
INTUIT INC.
| INTU | Common | 1,348 | 1,059 | 440,000 | 354,000 | 0.15 | 0.00 |
Hist
| 09/30/2020 |
iSHARES TRUST
| SMLF | Common | 22,123 | 7,640 | 825,000 | 308,000 | 0.28 | |
Hist
| 09/30/2020 |
Tesla, Inc.
| TSLA | COM | 701 | 654 | 301,000 | 250,000 | 0.10 | 0.00 |
Hist
| 09/30/2020 |
Paramount Global
| CBS | Common | 12,254 | 7,571 | 343,000 | 234,000 | 0.12 | |
Hist
| 09/30/2020 |
MICROSOFT CORP
| MSFT | Common | 10,839 | 712 | 2,280,000 | 219,000 | 0.77 | 0.00 |
Hist
| 09/30/2020 |
SCHWAB STRATEGIC TRUST
| FNDE | Common | 34,059 | 7,967 | 808,000 | 197,000 | 0.27 | |
Hist
| 09/30/2020 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 5,615 | 5 | 1,560,000 | 171,000 | 0.53 | |
Hist
| 09/30/2020 |
Aon plc
| AON | Common Stock | 1,578 | 716 | 326,000 | 160,000 | 0.11 | 0.00 |
Hist
| 09/30/2020 |
iSHARES TRUST
| IWV | Common | 8,959 | 34 | 1,753,000 | 146,000 | 0.59 | |
Hist
| 09/30/2020 |
ESTEE LAUDER COMPANIES INC
| EL | Common | 2,132 | 383 | 465,000 | 135,000 | 0.16 | |
Hist
| 09/30/2020 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 3,514 | 45 | 748,000 | 129,000 | 0.25 | |
Hist
| 09/30/2020 |
Guardant Health, Inc.
| GH | Common | 1,156 | 981 | 129,000 | 115,000 | 0.04 | 0.00 |
Hist
| 09/30/2020 |
NIKE, Inc.
| NKE | Common | 2,330 | 484 | 293,000 | 112,000 | 0.10 | |
Hist
| 09/30/2020 |
Walt Disney Co
| DIS | Common | 2,638 | 655 | 327,000 | 106,000 | 0.11 | 0.00 |
Hist
| 09/30/2020 |
VANGUARD INDEX FUNDS
| VTI | Common | 5,232 | 200 | 891,000 | 103,000 | 0.30 | |
Hist
| 09/30/2020 |
TEXAS INSTRUMENTS INC
| TXN | Common | 952 | 648 | 136,000 | 97,000 | 0.05 | 0.00 |
Hist
| 09/30/2020 |
JACOBS SOLUTIONS INC.
| JEC | Common | 3,636 | 596 | 337,000 | 79,000 | 0.11 | 0.00 |
Hist
| 09/30/2020 |
iSHARES TRUST
| IWS | Common | 16,159 | 85 | 1,306,000 | 76,000 | 0.44 | |
Hist
| 09/30/2020 |
PROLOGIS
| PLD | Common Stock | 9,525 | 42 | 958,000 | 73,000 | 0.32 | |
Hist
| 09/30/2020 |
ORACLE CORP
| ORCL | Common | 1,456 | 1,200 | 87,000 | 73,000 | 0.03 | 0.00 |
Hist
| 09/30/2020 |
Alphabet Inc.
| GOOGL | COM | 654 | 29 | 959,000 | 73,000 | 0.32 | 0.00 |
Hist
| 09/30/2020 |
COSTCO WHOLESALE CORP /NEW
| COST | Common | 683 | 122 | 242,000 | 72,000 | 0.08 | 0.00 |
Hist
| 09/30/2020 |
VANGUARD INDEX FUNDS
| VB | ETF | 8,179 | 14 | 1,258,000 | 68,000 | 0.43 | |
Hist
| 09/30/2020 |
INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 2,251 | 534 | 274,000 | 67,000 | 0.09 | 0.00 |
Hist
| 09/30/2020 |
Alphabet Inc.
| GOOG | COM | 627 | 12 | 921,000 | 52,000 | 0.31 | 0.00 |
Hist
| 09/30/2020 |
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