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STOCK TICKER:

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

CORBETT ROAD CAPITAL MANAGEMENT, LLC INSTITUTION : CORBETT ROAD CAPITAL MANAGEMENT, LLC
CORBETT ROAD CAPITAL MANAGEMENT, LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE US AGGBD ET ) AGG 18,446,000 159,889 26.26%
ISHARES TR    (CORE S&P500 ETF) IVV 4,390,000 16,990 6.25%
ISHARES TR    (S&P 500 VAL ETF) IVE 2,675,000 27,792 3.80%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,462,000 17,115 3.50%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 2,418,000 29,428 3.44%
ISHARES TR    (MSCI ACWI EX US ) ACWX 2,216,000 58,858 3.15%
ISHARES TR    (CORE MSCI EMKT) IEMG 2,165,000 53,494 3.08%
ISHARES TR    (CORE S&P US GWT) IWZ 2,118,000 37,106 3.01%
ISHARES TR    (TIPS BD ETF) TIP 2,086,000 17,692 2.97%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,861,000 21,009 2.64%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,721,000 8,122 2.45%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,477,000 29,611 2.10%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 1,463,000 28,681 2.08%
ISHARES TR    (IBONDS DEC2022) 1,460,000 56,131 2.07%
ISHARES TR    (JPMORGAN USD EMG) EMB 1,457,000 15,071 2.07%
ISHARES TR    (FLTG RATE NT ETF) FLOT 1,433,000 29,406 2.04%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,423,000 11,524 2.02%
ISHARES TR    (MSCI USA ESG SLC) KLD 1,222,000 11,136 1.74%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 1,186,000 22,421 1.68%
SELECT SECTOR SPDR TR    (COMMUNICATION) 1,093,000 24,695 1.55%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 1,052,000 34,773 1.49%
ISHARES TR    (CORE S&P SCP ETF) IJR 985,000 17,563 1.40%
ISHARES TR    (SHRT NAT MUN ETF) 971,000 9,132 1.38%
ISHARES TR    (HDG MSCI EAFE) HEFA 949,000 39,217 1.35%
INVESCO EXCHNG TRADED FD TR    (NATL AMT MUNI) 704,000 27,269 1.00%
LEIDOS HLDGS INC    (COM) LDOS 641,000 6,992 0.91%
ISHARES TR    (USA MOMENTUM FCT) 524,000 4,921 0.74%
AMAZON COM INC    (COM) AMZN 499,000 256 0.71%
COSTCO WHSL CORP NEW    (COM) COST 416,000 1,459 0.59%
EXXON MOBIL CORP    (COM) XOM 400,000 10,533 0.56%
MASTERCARD INC    (CL A) MA 382,000 1,580 0.54%
MICROSOFT CORP    (COM) MSFT 374,000 2,370 0.53%
NEXTERA ENERGY INC    (COM) NEE 358,000 1,486 0.50%
AMERICAN TOWER CORP NEW    (COM) AMT 351,000 1,610 0.49%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 347,000 4,974 0.49%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 344,000 1,883 0.48%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 328,000 1,380 0.46%
VISA INC    (COM CL A) V 324,000 2,008 0.46%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 312,000 5,722 0.44%
ELECTRONIC ARTS INC    (COM) ERTS 309,000 3,080 0.43%
COSTAR GROUP INC    (COM) CSGP 302,000 515 0.43%
UNITEDHEALTH GROUP INC    (COM) UNH 288,000 1,155 0.41%
ALPHABET INC    (CAP STK CL A) GOOGL 284,000 244 0.40%
INVESCO EXCHNG TRADED FD TR    ( S&P500 LOW VOL) 269,000 5,738 0.38%
GLOBAL PMTS INC    (COM) GPN 267,000 1,852 0.38%
MASIMO CORP    (COM) MASI 250,000 1,414 0.35%
NETFLIX INC    (COM) NFLX 228,000 607 0.32%
NASDAQ INC    (COM) NDAQ 226,000 2,376 0.32%
MSCI INC    (COM) MXB 223,000 770 0.31%
XCEL ENERGY INC    (COM) XEL 213,000 3,540 0.30%
KIMBERLY CLARK CORP    (COM) KMB 208,000 1,628 0.29%
JD COM INC    (SPON ADR CL A) JD 199,000 4,923 0.28%
SCIENCE APPLICATNS INTL CP N    (COM) SAIC 198,000 2,654 0.28%
NOVANTA INC    (COM) 189,000 2,368 0.26%
SERVICE CORP INTL    (COM) SCI 189,000 4,831 0.26%
WASTE MGMT INC DEL    (COM) WMI 186,000 2,012 0.26%
MERCK & CO INC    (COM) MRK 179,000 2,330 0.25%
INTUIT    (COM) INTU 173,000 753 0.24%
ABBOTT LABS    (COM) ABT 168,000 2,130 0.23%
PAYPAL HLDGS INC    (COM) PYPL 156,000 1,628 0.22%
ECOLAB INC    (COM) ECL 147,000 942 0.20%
SHERWIN WILLIAMS CO    (COM) SHW 109,000 237 0.15%
INVESCO DB US DLR INDEX TR    (BEARISH FD) 96,000 4,797 0.13%
ISHARES TR    (MSCI EAFE ETF) EFA 54,000 1,018 0.07%
FIRST TR LRG CP GRWTH ALPHAD    (COM SHS) FTC 53,000 887 0.07%
SOUTHERN CO    (COM) SO 33,000 602 0.04%
Total Value As 2020-03-31: 70,229,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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