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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Allworth Financial LP INSTITUTION : Allworth Financial LP
Allworth Financial LP Portfolio (reported on 2020-04-17)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 639,844,000 4,963,495 21.26%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 323,471,000 3,789,937 10.74%
ISHARES TR    (USA QUALITY FCTR) QUAL 177,873,000 2,194,885 5.91%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 157,829,000 3,177,559 5.24%
ISHARES TR    (CORE INTL AGGR) 139,533,000 2,551,349 4.63%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 126,263,000 5,274,137 4.19%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 121,902,000 4,717,570 4.05%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 105,141,000 1,184,017 3.49%
ISHARES TR    (CORE US AGGBD ET) AGG 93,796,000 813,002 3.11%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 64,546,000 2,135,885 2.14%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 64,392,000 1,893,303 2.13%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 62,275,000 2,188,172 2.06%
ISHARES TR    (CORE S&P TTL STK) ISI 57,807,000 1,010,427 1.92%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 53,641,000 1,017,656 1.78%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 43,281,000 1,211,007 1.43%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 38,935,000 810,300 1.29%
SPDR SER TR    (PORTFOLI S&P1500) TMW 35,903,000 1,141,604 1.19%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 35,359,000 1,619,013 1.17%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 33,207,000 128,835 1.10%
ISHARES TR    (RUS 1000 GRW ETF) IWF 29,257,000 194,206 0.97%
MICROSOFT CORP    (COM) MSFT 27,020,000 171,326 0.89%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 26,582,000 287,556 0.88%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 25,205,000 198,955 0.83%
ISHARES TR    (S&P 500 GRWT ETF) IVW 24,202,000 146,638 0.80%
VANGUARD INDEX FDS    (VALUE ETF) VTV 22,442,000 251,984 0.74%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000VAL) VONV 20,029,000 230,163 0.66%
SPDR SER TR    (WELLS FG PFD ETF) PSK 19,709,000 502,915 0.65%
ISHARES TR    (NATIONAL MUN ETF) MUB 19,197,000 169,870 0.63%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 18,142,000 256,430 0.60%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 18,109,000 220,357 0.60%
ISHARES TR    (SHRT NAT MUN ETF) 17,181,000 161,627 0.57%
ISHARES TR    (CORE S&P US VLU) IWW 14,918,000 323,033 0.49%
AT&T INC    (COM) T 14,068,000 482,628 0.46%
APPLE INC    (COM) AAPL 13,928,000 54,769 0.46%
ISHARES TR    (MSCI EAFE ETF) EFA 13,661,000 255,537 0.45%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 12,817,000 81,798 0.42%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 11,197,000 335,842 0.37%
ISHARES TR    (RUS 2000 VAL ETF) IWN 9,668,000 117,854 0.32%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 9,036,000 173,136 0.30%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 7,254,000 216,202 0.24%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 7,243,000 68,223 0.24%
ISHARES TR    (CORE MSCI TOTAL) IXUS 7,133,000 151,739 0.23%
ISHARES INC    (CORE MSCI EMKT) IEMG 6,502,000 160,655 0.21%
INTEL CORP    (COM) INTC 6,301,000 116,425 0.20%
ISHARES TR    (EAFE SML CP ETF) SCZ 6,089,000 135,822 0.20%
ISHARES TR    (TIPS BD ETF) TIP 4,966,000 42,112 0.16%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 4,943,000 60,816 0.16%
FIRST TR MORNINGSTAR DIVID L    (SHS) FDL 4,901,000 219,464 0.16%
SPDR SER TR    (NUVEEN BLMBRG SR) 4,694,000 95,986 0.15%
ISHARES TR    (MSCI MIN VOL ETF) USMV 4,605,000 85,258 0.15%
ISHARES TR    (CORE S&P500 ETF) IVV 4,504,000 17,431 0.14%
ISHARES TR    (CORE HIGH DV ETF) HDV 4,389,000 61,338 0.14%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 4,085,000 136,470 0.13%
J P MORGAN EXCHANGE-TRADED F    (DIV RTN EM EQT) 4,066,000 102,409 0.13%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,981,000 34,482 0.13%
JOHNSON & JOHNSON    (COM) JNJ 3,881,000 29,597 0.12%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 3,731,000 41,759 0.12%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 3,396,000 28,679 0.11%
INVESCO QQQ TR    (UNIT SER 1) 3,284,000 17,250 0.10%
CHEVRON CORP NEW    (COM) CVX 3,082,000 42,527 0.10%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,082,000 13,014 0.10%
INVESCO EXCHANGE-TRADED FD T    (S&P ULTRA DIVIDE) 3,028,000 130,552 0.10%
ISHARES TR    (S&P 500 VAL ETF) IVE 2,844,000 29,548 0.09%
HOME DEPOT INC    (COM) HD 2,829,000 15,151 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,651,000 14,499 0.08%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 2,315,000 43,760 0.07%
FLEXSHARES TR    (READY ACC VARI) RAVI 2,269,000 30,595 0.07%
JPMORGAN CHASE & CO    (COM) JPM 2,264,000 25,141 0.07%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,073,000 38,584 0.06%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,933,000 16,884 0.06%
NEXTERA ENERGY INC    (COM) NEE 1,911,000 7,944 0.06%
MEDTRONIC PLC    (SHS) MDT 1,908,000 21,159 0.06%
WELLS FARGO CO NEW    (COM) WFC 1,862,000 64,882 0.06%
BK OF AMERICA CORP    (COM) BAC 1,832,000 86,284 0.06%
ABBOTT LABS    (COM) ABT 1,787,000 22,648 0.05%
MCDONALDS CORP    (COM) MCD 1,783,000 10,784 0.05%
DISNEY WALT CO    (COM DISNEY) DIS 1,669,000 17,279 0.05%
PEPSICO INC    (COM) PEP 1,646,000 13,706 0.05%
UNION PAC CORP    (COM) UNP 1,622,000 11,498 0.05%
ISHARES TR    (SELECT DIVID ETF) DVY 1,576,000 21,429 0.05%
PROCTER & GAMBLE CO    (COM) PG 1,554,000 14,134 0.05%
HONEYWELL INTL INC    (COM) HON 1,541,000 11,516 0.05%
ISHARES TR    (PFD AND INCM SEC) PFF 1,534,000 48,170 0.05%
BOEING CO    (COM) BA 1,480,000 9,930 0.04%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,476,000 5,616 0.04%
ALPHABET INC    (CAP STK CL A) GOOGL 1,471,000 1,266 0.04%
VANECK VECTORS ETF TR    (FALLEN ANGEL HG) 1,452,000 57,395 0.04%
NETFLIX INC    (COM) NFLX 1,425,000 3,795 0.04%
ISHARES TR    (SP SMCP600VL ETF) IJS 1,417,000 14,177 0.04%
UNITEDHEALTH GROUP INC    (COM) UNH 1,391,000 5,575 0.04%
CVS HEALTH CORP    (COM) CVS 1,389,000 23,426 0.04%
NORTHROP GRUMMAN CORP    (COM) NOC 1,275,000 4,213 0.04%
MERCK & CO. INC    (COM) MRK 1,269,000 16,493 0.04%
ISHARES TR    (CRE U S REIT ETF) FTY 1,253,000 31,999 0.04%
AMAZON COM INC    (COM) AMZN 1,191,000 611 0.03%
COSTCO WHSL CORP NEW    (COM) COST 1,182,000 4,145 0.03%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 1,178,000 37,640 0.03%
WEC ENERGY GROUP INC    (COM) 1,143,000 12,970 0.03%
FACEBOOK INC    (CL A) FB 1,135,000 6,803 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 1,124,000 10,130 0.03%
PUBLIC STORAGE    (COM) PSA 1,121,000 5,646 0.03%
BECTON DICKINSON & CO    (COM) BDX 1,100,000 4,787 0.03%
CMS ENERGY CORP    (COM) CMS 1,087,000 18,505 0.03%
CISCO SYS INC    (COM) CSCO 1,035,000 26,330 0.03%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 1,035,000 8,828 0.03%
COMCAST CORP NEW    (CL A) CMCSA 1,015,000 29,520 0.03%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHT MUNCPL) 993,000 19,684 0.03%
HORMEL FOODS CORP    (COM) HRL 973,000 20,866 0.03%
ISHARES TR    (INTL VALUE FACTR) 966,000 54,876 0.03%
KLA CORPORATION    (COM NEW) KLAC 951,000 6,616 0.03%
COLGATE PALMOLIVE CO    (COM) CL 948,000 14,287 0.03%
EXXON MOBIL CORP    (COM) XOM 947,000 24,920 0.03%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 945,000 7,114 0.03%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 921,000 19,224 0.03%
L3HARRIS TECHNOLOGIES INC    (COM) 917,000 5,094 0.03%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 891,000 8,620 0.02%
VISA INC    (COM CL A) V 874,000 5,427 0.02%
SPDR GOLD TRUST    (GOLD SHS) GLD 865,000 5,845 0.02%
CHURCH & DWIGHT INC    (COM) CHD 851,000 13,251 0.02%
LEGG MASON ETF INVT TR    (L VOL H DIV ETF) 836,000 32,445 0.02%
CHUBB LIMITED    (COM) CB 816,000 7,305 0.02%
EQUIFAX INC    (COM) EFX 804,000 6,730 0.02%
DELTA AIR LINES INC DEL    (COM NEW) DAL 799,000 27,994 0.02%
J P MORGAN EXCHANGE-TRADED F    (DIV RTN INT EQ) JPIN 781,000 18,071 0.02%
ASSURANT INC    (COM) AIZ 777,000 7,457 0.02%
SCHWAB CHARLES CORP    (COM) SCHW 771,000 22,917 0.02%
ISHARES TR    (INTRM TR CRP ETF) CIU 745,000 13,571 0.02%
ABBVIE INC    (COM) ABBV 730,000 9,585 0.02%
LIBERTY BROADBAND CORP    (COM SER C) LBRDK 722,000 6,521 0.02%
DTE ENERGY CO    (COM) DTE 706,000 7,433 0.02%
CACI INTL INC    (CL A) CAI 684,000 3,240 0.02%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 679,000 12,263 0.02%
SPDR SER TR    (S&P 400 MDCP VAL) EMV 671,000 19,032 0.02%
EDISON INTL    (COM) EIX 644,000 11,756 0.02%
ALTRIA GROUP INC    (COM) MO 643,000 16,628 0.02%
PFIZER INC    (COM) PFE 630,000 19,280 0.02%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 628,000 14,188 0.02%
ARISTA NETWORKS INC    (COM) ANET 611,000 3,014 0.02%
HP INC    (COM) HPQ 606,000 34,931 0.02%
TESLA INC    (COM) TSLA 604,000 1,153 0.02%
ADOBE INC    (COM) ADBE 594,000 1,865 0.01%
ORACLE CORP    (COM) ORCL 592,000 12,240 0.01%
COCA COLA CO    (COM) KO 586,000 13,235 0.01%
AMGEN INC    (COM) AMGN 575,000 2,834 0.01%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 570,000 2,692 0.01%
EVERSOURCE ENERGY    (COM) ES 565,000 7,221 0.01%
MICRON TECHNOLOGY INC    (COM) MU 563,000 13,392 0.01%
TARGET CORP    (COM) TGT 555,000 5,971 0.01%
ISHARES TR    (RUS MD CP GR ETF) IWP 554,000 4,555 0.01%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 554,000 20,662 0.01%
CIRRUS LOGIC INC    (COM) CRUS 545,000 8,300 0.01%
SIRIUS XM HLDGS INC    (COM) SIRI 538,000 108,787 0.01%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 534,000 3,554 0.01%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 533,000 7,638 0.01%
PG&E CORP    (COM) PCG 527,000 58,582 0.01%
ISHARES TR    (3 7 YR TREAS BD) IEI 527,000 3,954 0.01%
AMERICAN ELEC PWR CO INC    (COM) AEP 513,000 6,412 0.01%
FIDELITY COVINGTON TR    (QLTY FCTOR ETF) 501,000 16,414 0.01%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 494,000 10,525 0.01%
ISHARES TR    (CORE S&P SCP ETF) IJR 492,000 8,777 0.01%
ISHARES TR    (MSCI EMG MKT ETF) EEM 492,000 14,423 0.01%
GENERAL ELECTRIC CO    (COM) GE 489,000 61,598 0.01%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 480,000 8,605 0.01%
CAPITAL ONE FINL CORP    (COM) COF 477,000 9,460 0.01%
STORE CAP CORP    (COM) STOR 470,000 25,931 0.01%
AMERICAN AIRLS GROUP INC    (COM) AAL 460,000 37,732 0.01%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 444,000 8,712 0.01%
CLOROX CO DEL    (COM) CLX 434,000 2,507 0.01%
WALMART INC    (COM) WMT 424,000 3,735 0.01%
CONOCOPHILLIPS    (COM) COP 417,000 13,553 0.01%
AMERICAN INTL GROUP INC    (COM NEW) AIG 414,000 17,084 0.01%
MASTERCARD INC    (CL A) MA 406,000 1,681 0.01%
ACTIVISION BLIZZARD INC    (COM) ATVI 406,000 6,825 0.01%
SOUTHERN CO    (COM) SO 406,000 7,501 0.01%
ALLSTATE CORP    (COM) ALL 405,000 4,411 0.01%
ISHARES TR    (0-5 YR TIPS ETF) STIP 405,000 4,052 0.01%
UNILEVER PLC    (SPON ADR NEW) UL 396,000 7,834 0.01%
HARTFORD FINL SVCS GROUP INC    (COM) HIG 394,000 11,176 0.01%
AGILENT TECHNOLOGIES INC    (COM) A 388,000 5,418 0.01%
CME GROUP INC    (COM) CME 386,000 2,233 0.01%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 382,000 1,741 0.01%
ISHARES TR    (EDGE MSCI USA VL) VLUE 368,000 5,834 0.01%
ALPHABET INC    (CAP STK CL C) GOOG 365,000 313 0.01%
HEWLETT PACKARD ENTERPRISE C    (COM) HPE 356,000 36,672 0.01%
STARBUCKS CORP    (COM) SBUX 346,000 5,266 0.01%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 340,000 9,747 0.01%
MARRIOTT INTL INC NEW    (CL A) MAR 340,000 4,548 0.01%
TEXAS INSTRS INC    (COM) TXN 337,000 3,376 0.01%
EOG RES INC    (COM) EOG 334,000 9,286 0.01%
ISHARES TR    (INTL SEL DIV ETF) IDV 327,000 14,486 0.01%
ISHARES TR    (RUS MID CAP ETF) IWR 324,000 7,495 0.01%
FEDEX CORP    (COM) FDX 323,000 2,668 0.01%
ISHARES TR    (CORE S&P MCP ETF) IJH 317,000 2,202 0.01%
LOCKHEED MARTIN CORP    (COM) LMT 314,000 926 0.01%
VODAFONE GROUP PLC NEW    (SPONSORED ADR) VOD 306,000 22,187 0.01%
ISHARES TR    (GNMA BOND ETF) GNMA 301,000 5,828 0.01%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 300,000 20,532 0.00%
SALESFORCE COM INC    (COM) CRM 297,000 2,065 0.00%
SELECT SECTOR SPDR TR    (ENERGY) XLE 296,000 10,180 0.00%
FLEXSHARES TR    (MORNSTAR USMKT) TILT 293,000 3,143 0.00%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2020-03-31: 3,009,277,000 SEC FILING
* Portfolios do not reflect changes after reporting
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