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STOCK TICKER:

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

UNITED CAPITAL FINANCIAL ADVISERS, LLC INSTITUTION : UNITED CAPITAL FINANCIAL ADVISERS, LLC
UNITED CAPITAL FINANCIAL ADVISERS, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
iShares US Treasury Bond    (Exchange Traded Fund) GOVT 513,910,000 19,811,496 3.31%
iShares Core S&P 500    (Exchange Traded Fund) IVV 454,213,000 1,405,189 2.93%
Apple Inc    (Common Stock) AAPL 452,877,000 1,539,858 2.92%
Vanguard Growth ETF    (Exchange Traded Fund) VUG 385,297,000 2,115,039 2.48%
Vanguard Value ETF    (Exchange Traded Fund) VTV 372,199,000 3,105,537 2.40%
iShares Core MSCI EAFE    (Exchange Traded Fund) IEFA 365,193,000 5,597,693 2.35%
Ishares Tr Intrm Tr Crp Etf    (Exchange Traded Fund) CIU 318,246,000 5,488,900 2.05%
iShares Core MSCI Emerging Markets ETF    (Exchange Traded Fund) IEMG 273,076,000 5,079,531 1.76%
Xtrackers MSCI EAFE Hedged Equity ETF    (Exchange Traded Fund) DBEF 239,470,000 7,089,107 1.54%
iShares MBS    (Exchange Traded Fund) MBB 227,151,000 2,102,082 1.46%
Microsoft Corp    (Common Stock) MSFT 206,174,000 1,307,383 1.33%
Nike Inc B    (Common Stock) NKE 154,915,000 1,529,119 0.99%
Starbucks Corp    (Common Stock) SBUX 149,192,000 1,696,904 0.96%
Cisco Systems Inc    (Common Stock) CSCO 137,830,000 2,873,857 0.88%
SPDR S&P 500 ETF    (Exchange Traded Fund) SPY 127,624,000 392,562 0.82%
Schwab US TIPS ETF    (Exchange Traded Fund) SCHP 112,607,000 1,988,472 0.72%
PepsiCo Inc    (Common Stock) PEP 109,720,000 802,807 0.70%
Vanguard REIT ETF    (Exchange Traded Fund) VNQ 107,872,000 1,162,534 0.69%
Exxon Mobil Corp    (Common Stock) XOM 105,226,000 1,507,963 0.67%
JPMorgan Chase & Co    (Common Stock) JPM 102,464,000 735,033 0.66%


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MAJOR GURUS:
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