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STOCK TICKER:

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

D.A. DAVIDSON & CO. INSTITUTION : D.A. DAVIDSON & CO.
D.A. DAVIDSON & CO. Latest Top 20 Portfolio Holdings: (Filing Date: 2021-05-07) --- full portfolio
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (VALUE ETF) VTV 614,436,000 4,673,937 7.86%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 453,024,000 1,762,466 5.79%
ISHARES TR    (CORE MSCI TOTAL) IXUS 324,913,000 4,623,121 4.15%
ISHARES TR    (CORE US AGGBD ET) AGG 203,838,000 1,790,726 2.60%
APPLE INC    (COM) AAPL 195,508,000 1,600,560 2.50%
MICROSOFT CORP    (COM) MSFT 166,186,000 704,865 2.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 163,228,000 3,323,717 2.08%
ISHARES TR    (RUS 2000 VAL ETF) IWN 126,252,000 791,698 1.61%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 117,888,000 1,434,339 1.50%
ISHARES TR    (S&P MC 400GR ETF) IJK 93,050,000 1,187,320 1.19%
ISHARES TR    (RUS 2000 GRW ETF) IWO 92,674,000 308,154 1.18%
ISHARES TR    (RUS 1000 GRW ETF) IWF 90,581,000 372,699 1.15%
JOHNSON & JOHNSON    (COM) JNJ 79,895,000 486,130 1.02%
ETFS TR    (BBRG ALL COMD K1) 78,409,000 3,368,073 1.00%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 75,818,000 919,002 0.96%
ISHARES TR    (S&P MC 400VL ETF) IJJ 70,980,000 696,358 0.90%
VISA INC    (COM CL A) V 70,172,000 331,423 0.89%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 68,110,000 673,753 0.87%
ISHARES TR    (CORE S&P500 ETF) IVV 65,876,000 165,593 0.84%
AMAZON COM INC    (COM) AMZN 64,530,000 20,856 0.82%


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MAJOR GURUS:
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George Soros

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