SF

Stearns Financial Services Group

13F
Stearns Financial Services Group
Last update 2020-11-02 184 Stocks (17 new)
Value $520.00 Mil Turnover 3 %
Countries:
Top Holdings: BND(13.75%)IAU(9.80%)VEU(9.10%)VUG(8.91%)VIG(7.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Stearns Financial Services Gro... Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND 		Vanguard Total Bond Market ETF
810,927
71540.000
+6.00%
13.750
+0.78%
0.080
+0.14%
-0.57%
111484.760
 
IAU 		iShares Gold Trust
1,416,901
50980.000
+4.75%
9.800
+0.44%
0.320
+16.30%
+34.15%
33877.539
 
VEU 		Vanguard FTSE All-World ex-US ETF
938,237
47334.000
-10.11%
9.100
-1.00%
0.150
+3.03%
+8.51%
39254.646
 
VUG 		Vanguard Growth ETF
203,683
46360.000
-7.06%
8.910
-0.62%
0.070
+9.25%
+27.48%
133782.801
 
VIG 		Vanguard Dividend Appreciation FTF
319,810
41147.000
-1.86%
7.910
-0.14%
0.080
+4.77%
+15.82%
82287.632
 
IEI 		iShares 3-7 Year Treasury Bond ETF
276,511
36939.000
+3.35%
7.100
+0.23%
0.350
+0.04%
-0.12%
14518.185
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
653,325
33333.000
+7.01%
6.410
+0.42%
0.160
+0.79%
+2.65%
11004.509
 
SCHF 		Schwab International Equity ETF
622,864
19558.000
-15.69%
3.760
-0.69%
0.080
+1.80%
+7.03%
40865.479
 
VT 		Vanguard Total World Stock ETF
214,274
17279.000
-2.12%
3.320
-0.07%
0.080
+5.17%
+15.91%
38694.690
 
VGT 		Vanguard Information Technology ETF
45,684
14228.000
-9.46%
2.740
-0.26%
0.040
+9.09%
+26.10%
75315.608
 

Stearns Financial Services Group's Historical Top Holdings Breakdowns

Stearns Financial Services Group Total Holding History ($B)

To

Stearns Financial Services Group's Asset Allocation

To

Stearns Financial Services Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stearns Financial Services Group's Hypothetical Growth since 2020-09-30

Stearns Financial Services Group's Yearly Returns

Year Portfolio % % Excess Gain %

Stearns Financial Services Group's Holdings Heat Map

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Stearns Financial Services Group's Holdings Bubble Chart

Stearns Financial Services Group News

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