News + Filings Holdings
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Sightline Wealth Advisors, 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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VANGUARD INDEX FUNDS
| VTV | Common | 18,660 | 15,677 | 2,577,102,000 | 2,158,349,000 | 2.56 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 178,088 | 8,413 | 25,755,026,000 | 1,788,439,000 | 25.60 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 8,891 | 5,905 | 2,217,878,000 | 1,581,531,000 | 2.20 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 45,505 | 15,812 | 2,055,474,000 | 809,258,000 | 2.04 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 241,143 | 4,096 | 8,391,781,000 | 756,487,000 | 8.34 | |
Hist
| 06/30/2023 |
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FIRST TR MORNINGSTAR DIV LEA
| FDL | SHS | 60,666 | 19,362 | 2,153,631,000 | 643,539,000 | 2.14 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 24,122 | 4,902 | 1,838,804,000 | 393,626,000 | 1.83 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 30,141 | 4,828 | 1,611,629,000 | 342,444,000 | 1.60 | |
Hist
| 06/30/2023 |
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TANGER FACTORY OUTLET CENTERS, INC
| SKT | Common | 81,841 | 11,077 | 1,606,539,000 | 337,033,000 | 1.60 | 0.08 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 4,184 | 1,611 | 793,193,000 | 320,857,000 | 0.79 | |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 123,785 | 2,519 | 5,190,317,000 | 277,838,000 | 5.16 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHM | Common | 107,272 | 404 | 7,278,418,000 | 266,833,000 | 7.23 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 13,915 | 633 | 2,934,906,000 | 227,940,000 | 2.92 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 2,244 | 383 | 548,247,000 | 149,582,000 | 0.54 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 2,452 | 214 | 922,221,000 | 136,018,000 | 0.92 | |
Hist
| 06/30/2023 |
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2KSOUNDS CORP
| TWOK | Common | 37,823 | 2,800 | 1,428,573,000 | 133,777,000 | 1.42 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 14,866 | 1,999 | 697,342,000 | 109,964,000 | 0.69 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWB | Common | 4,915 | 8 | 1,107,050,000 | 73,935,000 | 1.10 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 9,169 | 786 | 370,416,000 | 43,653,000 | 0.37 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWV | Common | 1,978 | 7 | 465,722,000 | 30,702,000 | 0.46 | |
Hist
| 06/30/2023 |
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Kolli Sreelakshmi
| SHM | ETF | 10,231 | 205 | 486,488,000 | 15,472,000 | 0.48 | |
Hist
| 06/30/2023 |
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Delaware Investments National Municipal Income Fund
| VFL | Common | 39,305 | 240 | 419,387,000 | 14,282,000 | 0.42 | |
Hist
| 06/30/2023 |
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NUVEEN SELECT TAX FREE INCM
| NXP | SH BEN INT | 18,658 | 130 | 267,000,000 | 9,281,000 | 0.27 | |
Hist
| 06/30/2023 |
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TEMPLETON GLOBAL INCOME FUND
| GIM | Common | 58,868 | 874 | 259,020,000 | 7,906,000 | 0.26 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PRF | Common | 1,755 | 9 | 275,201,000 | 4,362,000 | 0.27 | |
Hist
| 06/30/2023 |
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NUVEEN MUNICIPAL VALUE FUND INC
| NUV | Common | 17,197 | 80 | 151,505,000 | 4,297,000 | 0.15 | |
Hist
| 06/30/2023 |
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PIONEER MUNICIPAL HIGH INCOME FUND, INC.
| MHI | Common | 10,811 | 39 | 96,112,000 | 3,687,000 | 0.10 | |
Hist
| 06/30/2023 |
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CanniMed Therapeutics Inc.
| NIM | SH BEN INT | 12,755 | 67 | 117,729,000 | 2,772,000 | 0.12 | |
Hist
| 06/30/2023 |
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