LY
| |
Live Your Vision, LLC13F | |
| Live Your Vision, LLC | |
| Last update 2018-10-30 | 264 Stocks (30 new) |
| Value $301.00 Mil | Turnover 13 % |
| Portfolio Report | |
Live Your Vision, LLC Top Holdings of 2019-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 884,148 | 45533.000 | -11.96% | 15.150 | -2.24% | 0.550 | -2.14% | -1.72% | 8352.986 | ||
SCHE | Schwab Emerging Markets Equity ETF | 990,115 | 26634.000 | -2.21% | 8.860 | -0.20% | 0.300 | +4.77% | +12.46% | 9306.344 | ||
SCHF | Schwab International Equity ETF | 820,613 | 26448.000 | -17.47% | 8.800 | -1.89% | 0.100 | +1.21% | +4.11% | 39903.760 | ||
IVW | iShares S&P 500 Growth ETF | 435,004 | 19356.000 | +7.78% | 6.440 | +0.47% | 0.020 | +14.36% | +34.59% | 56202.005 | ||
FLRN | SPDR Bloomberg Investment Grade Floating Rate ETF | 624,825 | 19188.000 | -1.58% | 6.380 | -0.11% | 0.590 | +0.23% | +0.59% | 2283.134 | ||
SCHX | Schwab U.S. Large-Cap ETF | 516,752 | 18101.000 | +884.14% | 6.020 | +5.41% | 0.040 | +12.62% | +25.80% | 52255.858 | ||
DGRW | WisdomTree U.S. Dividend Growth Fund | 396,503 | 17624.000 | +10.47% | 5.860 | +0.56% | 0.360 | +9.21% | +20.66% | 15013.840 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 260,853 | 13063.000 | +534.00% | 4.350 | +3.66% | 0.160 | -0.78% | -0.45% | 11071.080 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 190,475 | 10735.000 | -26.11% | 3.570 | -1.26% | 0.130 | +9.70% | +17.07% | 12083.544 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 232,974 | 9633.000 | +7.79% | 3.200 | +0.23% | 0.050 | +15.36% | +33.99% | 35821.310 |
Live Your Vision, LLC's Historical Top Holdings Breakdowns
Live Your Vision, LLC Total Holding History ($B)
Live Your Vision, LLC's Asset Allocation
Live Your Vision, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Live Your Vision, LLC's Hypothetical Growth since 2019-03-31
Live Your Vision, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Live Your Vision, LLC's Holdings Heat Map
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Live Your Vision, LLC's Holdings Bubble Chart
Live Your Vision, LLC News
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