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STOCK TICKER:

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

SHINE INVESTMENT ADVISORY SERVICES INC INSTITUTION : SHINE INVESTMENT ADVISORY SERVICES INC
SHINE INVESTMENT ADVISORY SERVICES INC Portfolio (reported on 2020-04-27)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE DIV GRWTH) DGRO 18,995,000 582,860 8.81%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 16,231,000 261,574 7.53%
ISHARES TR    (MLTFCTR INTL SML) 14,548,000 636,669 6.75%
ISHARES TR    (USA QUALITY FCTR) QUAL 12,684,000 156,512 5.88%
ISHARES TR    (CORE S&P MCP ETF) IJH 10,717,000 74,498 4.97%
ISHARES TR    (RUS 1000 GRW ETF) IWF 9,154,000 60,763 4.24%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 8,907,000 33,881 4.13%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 7,321,000 46,722 3.39%
ISHARES TR    (JPMORGAN USD EMG) EMB 7,071,000 73,143 3.28%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 5,424,000 54,162 2.51%
ISHARES INC    (MIN VOL GBL ETF) ACWV 4,199,000 52,271 1.94%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 3,832,000 37,066 1.77%
ISHARES TR    (CORE S&P US VLU) IWW 3,064,000 66,350 1.42%
VANGUARD INDEX FDS    (MID CAP ETF) VO 2,725,000 20,696 1.26%
ISHARES TR    (CORE S&P500 ETF) IVV 2,496,000 9,659 1.15%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,380,000 26,729 1.10%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 2,304,000 44,712 1.06%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 2,102,000 22,735 0.97%
ISHARES TR    (SP SMCP600VL ETF) IJS 2,020,000 20,208 0.93%
ISHARES TR    (S&P SML 600 GWT) IJT 2,004,000 14,537 0.92%
APPLE INC    (COM) AAPL 1,973,000 7,760 0.91%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 1,674,000 34,975 0.77%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 1,622,000 26,477 0.75%
MICROSOFT CORP    (COM) MSFT 1,599,000 10,136 0.74%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 1,491,000 11,735 0.69%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 1,490,000 18,409 0.69%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,435,000 20,547 0.66%
AMAZON COM INC    (COM) AMZN 1,382,000 709 0.64%
ISHARES TR    (RUSSELL 3000 ETF) IWV 1,313,000 8,852 0.60%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,275,000 9,890 0.59%
INVESCO QQQ TR    (UNIT SER 1) 1,067,000 5,604 0.49%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,063,000 9,206 0.49%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,022,000 30,471 0.47%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,016,000 15,848 0.47%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,003,000 11,078 0.46%
ISHARES TR    (RUS MID CAP ETF) IWR 941,000 21,797 0.43%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 927,000 45,067 0.43%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 906,000 35,055 0.42%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 885,000 17,440 0.41%
ISHARES TR    (ESG MSCI USA ETF) 829,000 14,417 0.38%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 811,000 9,498 0.37%
ADOBE INC    (COM) ADBE 790,000 2,483 0.36%
WISDOMTREE TR    (US DIVID EX FNCL) DTN 787,000 12,184 0.36%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 780,000 12,908 0.36%
PROLOGIS INC.    (COM) PLD 758,000 9,431 0.35%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 744,000 9,336 0.34%
ALPHABET INC    (CAP STK CL C) GOOG 735,000 632 0.34%
ALPHABET INC    (CAP STK CL A) GOOGL 725,000 624 0.33%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 702,000 2,723 0.32%
ISHARES TR    (RUS 1000 VAL ETF) IWD 692,000 6,976 0.32%
SELECT SECTOR SPDR TR    (ENERGY) XLE 686,000 23,615 0.31%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 681,000 8,102 0.31%
ISHARES TR    (EAFE SML CP ETF) SCZ 677,000 15,099 0.31%
ISHARES TR    (ESG US AGR BD) 666,000 12,010 0.30%
VISA INC    (COM CL A) V 651,000 4,040 0.30%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 603,000 28,673 0.27%
ISHARES TR    (RUSSELL 2000 ETF) IWM 558,000 4,875 0.25%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 539,000 25,877 0.25%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR VAL) 503,000 12,600 0.23%
MICRON TECHNOLOGY INC    (COM) MU 485,000 11,532 0.22%
ISHARES TR    (RUS 2000 GRW ETF) IWO 481,000 3,042 0.22%
MERCK & CO. INC    (COM) MRK 480,000 6,233 0.22%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 480,000 11,374 0.22%
ISHARES INC    (MSCI EMRG CHN) 462,000 13,034 0.21%
ISHARES TR    (EUROPE ETF) IEV 448,000 12,678 0.20%
ISHARES TR    (S&P 100 ETF) OEF 437,000 3,685 0.20%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 423,000 1,931 0.19%
FACEBOOK INC    (CL A) FB 410,000 2,457 0.19%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 406,000 4,575 0.18%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 397,000 8,965 0.18%
APARTMENT INVT & MGMT CO    (CL A) 392,000 11,139 0.18%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 384,000 5,432 0.17%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 360,000 9,415 0.16%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 356,000 6,432 0.16%
JPMORGAN CHASE & CO    (COM) JPM 355,000 3,943 0.16%
LOCKHEED MARTIN CORP    (COM) LMT 348,000 1,028 0.16%
NVIDIA CORP    (COM) NVDA 342,000 1,298 0.15%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 337,000 7,050 0.15%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 325,000 1,669 0.15%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 318,000 2,119 0.14%
PAYPAL HLDGS INC    (COM) PYPL 317,000 3,316 0.14%
MASTERCARD INC    (CL A) MA 316,000 1,308 0.14%
ISHARES TR    (MSCI MIN VOL ETF) USMV 313,000 5,804 0.14%
HAEMONETICS CORP    (COM) HAE 312,000 3,133 0.14%
NORTHROP GRUMMAN CORP    (COM) NOC 309,000 1,022 0.14%
VANGUARD INTL EQUITY INDEX F    (FTSE PACIFIC ETF) VPL 307,000 5,564 0.14%
CISCO SYS INC    (COM) CSCO 294,000 7,483 0.13%
UNION PAC CORP    (COM) UNP 286,000 2,025 0.13%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 283,000 1,732 0.13%
S&P GLOBAL INC    (COM) SPGI 272,000 1,110 0.12%
UNITEDHEALTH GROUP INC    (COM) UNH 271,000 1,087 0.12%
PEPSICO INC    (COM) PEP 254,000 2,113 0.11%
LAUDER ESTEE COS INC    (CL A) EL 252,000 1,579 0.11%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 249,000 6,964 0.11%
JOHNSON & JOHNSON    (COM) JNJ 244,000 1,861 0.11%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 243,000 3,103 0.11%
SHOPIFY INC    (CL A) 238,000 570 0.11%
CBRE GROUP INC    (CL A) CBG 237,000 6,283 0.10%
LULULEMON ATHLETICA INC    (COM) LULU 235,000 1,238 0.10%
LILLY ELI & CO    (COM) LLY 235,000 1,692 0.10%
ISHARES TR    (MSCI EAFE ETF) EFA 229,000 4,284 0.10%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 228,000 872 0.10%
ISHARES TR    (CORE MSCI EAFE) IEFA 224,000 4,491 0.10%
SALESFORCE COM INC    (COM) CRM 222,000 1,541 0.10%
DISNEY WALT CO    (COM DISNEY) DIS 218,000 2,256 0.10%
SCHWAB STRATEGIC TR    (SCHWB FDT INT SC) FNDC 218,000 9,304 0.10%
CANADIAN PAC RY LTD    (COM) CP 208,000 949 0.09%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 202,000 3,224 0.09%
SPDR SER TR    (S&P DIVID ETF) SDY 200,000 2,506 0.09%
EXXON MOBIL CORP    (COM) XOM 200,000 5,265 0.09%
ISHARES TR    (S&P 500 GRWT ETF) IVW 197,000 1,195 0.09%
AMERICAN RENAL ASSOCS HLDGS    (COM) 195,000 29,496 0.09%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 194,000 4,140 0.09%
DOCUSIGN INC    (COM) 192,000 2,077 0.08%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 190,000 1,717 0.08%
HOME DEPOT INC    (COM) HD 187,000 1,003 0.08%
ALCON INC    (ORD SHS) 186,000 3,660 0.08%
ISHARES TR    (CORE S&P SCP ETF) IJR 175,000 3,118 0.08%
PROCTER & GAMBLE CO    (COM) PG 174,000 1,581 0.08%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 173,000 251 0.08%
JACOBS ENGR GROUP INC    (COM) JEC 170,000 2,139 0.07%
INTEL CORP    (COM) INTC 170,000 3,135 0.07%
ABBOTT LABS    (COM) ABT 166,000 2,105 0.07%
PFIZER INC    (COM) PFE 161,000 4,921 0.07%
SMITH & NEPHEW GROUP PLC    (SPDN ADR NEW) SNN 159,000 4,432 0.07%
BOEING CO    (COM) BA 156,000 1,043 0.07%
RESMED INC    (COM) RMD 155,000 1,053 0.07%
MEDTRONIC PLC    (SHS) MDT 154,000 1,705 0.07%
WELLS FARGO CO NEW    (COM) WFC 153,000 5,315 0.07%
ISHARES TR    (MULTIFACTOR USA) 152,000 5,088 0.07%
ISHARES TR    (INTL QLTY FACTOR) 152,000 5,880 0.07%
FERRARI N V    (COM) RACE 151,000 987 0.07%
GENERAL ELECTRIC CO    (COM) GE 150,000 18,917 0.06%
MERCADOLIBRE INC    (COM) MELI 150,000 307 0.06%
HDFC BANK LTD    (SPONSORED ADS) HDB 146,000 3,789 0.06%
SPDR INDEX SHS FDS    (ASIA PACIF ETF) GMF 146,000 1,724 0.06%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 144,000 507 0.06%
NIKE INC    (CL B) NKE 144,000 1,735 0.06%
CME GROUP INC    (COM) CME 144,000 830 0.06%
CSX CORP    (COM) CSX 142,000 2,484 0.06%
AON PLC    (SHS CL A) AON 142,000 862 0.06%
PHILIP MORRIS INTL INC    (COM) PM 141,000 1,932 0.06%
CHUBB LIMITED    (COM) CB 140,000 1,254 0.06%
STERIS PLC    (SHS USD) 138,000 983 0.06%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 135,000 5,534 0.06%
CROWN CASTLE INTL CORP NEW    (COM) CCI 133,000 923 0.06%
SLACK TECHNOLOGIES INC    (COM CL A) 132,000 4,906 0.06%
COMCAST CORP NEW    (CL A) CMCSA 130,000 3,777 0.06%
WASTE MGMT INC DEL    (COM) WMI 128,000 1,381 0.05%
COCA COLA CO    (COM) KO 128,000 2,885 0.05%
ISHARES TR    (S&P 500 VAL ETF) IVE 128,000 1,329 0.05%
ISHARES TR    (MSCI EMG MKT ETF) EEM 127,000 3,717 0.05%
ROCKWELL AUTOMATION INC    (COM) ROK 127,000 843 0.05%
MONDELEZ INTL INC    (CL A) MDLZ 126,000 2,506 0.05%
ISHARES TR    (DOW JONES US ETF) IYY 124,000 980 0.05%
TRANE TECHNOLOGIES PLC    (SHS ) 124,000 1,497 0.05%
ICON PLC    (SHS) ICLR 123,000 905 0.05%
SAP SE    (SPON ADR) SAP 123,000 1,109 0.05%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 121,000 911 0.05%
STRYKER CORP    (COM) SYK 118,000 708 0.05%
COSTCO WHSL CORP NEW    (COM) COST 115,000 404 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 114,000 540 0.05%
GOLDMAN SACHS GROUP INC    (COM) GS 114,000 736 0.05%
EDWARDS LIFESCIENCES CORP    (COM) EW 113,000 600 0.05%
AMGEN INC    (COM) AMGN 112,000 553 0.05%
DEXCOM INC    (COM) DXCM 112,000 415 0.05%
VERISK ANALYTICS INC    (COM) VRSK 110,000 792 0.05%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 109,000 220 0.05%
ROSS STORES INC    (COM) ROST 109,000 1,255 0.05%
FIDELITY COVINGTON TR    (MSCI ENERGY IDX) FENY 109,000 14,505 0.05%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 106,000 2,125 0.04%
NEWMARKET CORP    (COM) NEU 106,000 278 0.04%
XILINX INC    (COM) XLNX 105,000 1,341 0.04%
CATALENT INC    (COM) CTLT 105,000 2,019 0.04%
ACTIVISION BLIZZARD INC    (COM) ATVI 104,000 1,751 0.04%
FISERV INC    (COM) FISV 103,000 1,080 0.04%
MCDONALDS CORP    (COM) MCD 102,000 616 0.04%
FIDELITY NATL INFORMATION SV    (COM) FIS 101,000 828 0.04%
LANDSTAR SYS INC    (COM) LSTR 100,000 1,048 0.04%
SPLUNK INC    (COM) SPLK 99,000 785 0.04%
CDW CORP    (COM) CDW 98,000 1,051 0.04%
BOOKING HLDGS INC    (COM) 97,000 72 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 96,000 672 0.04%
WHITE MTNS INS GROUP LTD    (COM) WTM 96,000 106 0.04%
ZOETIS INC    (CL A) ZTS 95,000 808 0.04%
KEYSIGHT TECHNOLOGIES INC    (COM) KEYS 95,000 1,130 0.04%
PROOFPOINT INC    (COM) PFPT 94,000 921 0.04%
TARGET CORP    (COM) TGT 94,000 1,013 0.04%
SANOFI    (SPONSORED ADR) SNY 91,000 2,085 0.04%
LOGITECH INTL S A    (SHS) LOGI 91,000 2,100 0.04%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 90,000 2,068 0.04%
CHEVRON CORP NEW    (COM) CVX 89,000 1,225 0.04%
FIRST INDL RLTY TR INC    (COM) FR 89,000 2,665 0.04%
CHEWY INC    (CL A) 88,000 2,354 0.04%
BARRICK GOLD CORPORATION    (COM) ABX 88,000 4,828 0.04%
ILLUMINA INC    (COM) ILMN 87,000 318 0.04%
GATX CORP    (COM) GMT 86,000 1,375 0.03%
BK OF AMERICA CORP    (COM) BAC 86,000 4,061 0.03%
INVESCO ACTIVELY MANAGED ETF    (ULTRA SHRT DUR) 86,000 1,742 0.03%
GLOBAL PMTS INC    (COM) GPN 84,000 580 0.03%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 215,491,000 SEC FILING
* Portfolios do not reflect changes after reporting
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