SF
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Stearns Financial Services Group13F | |
| Stearns Financial Services Group | |
| Last update 2020-11-02 | 184 Stocks (17 new) |
| Value $520.00 Mil | Turnover 3 % |
| Portfolio Report | |
Stearns Financial Services Gro... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 810,927 | 71540.000 | +6.00% | 13.750 | +0.78% | 0.080 | -2.87% | -0.93% | 116973.570 | ||
IAU | iShares Gold Trust | 1,416,901 | 50980.000 | +4.75% | 9.800 | +0.44% | 0.320 | +2.28% | +2.57% | 34007.793 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 938,237 | 47334.000 | -10.11% | 9.100 | -1.00% | 0.150 | -7.26% | -1.25% | 38987.476 | ||
VUG | Vanguard Growth ETF | 203,683 | 46360.000 | -7.06% | 8.910 | -0.62% | 0.070 | +5.29% | -0.76% | 138856.999 | ||
VIG | Vanguard Dividend Appreciation FTF | 319,810 | 41147.000 | -1.86% | 7.910 | -0.14% | 0.080 | -2.25% | -1.53% | 83388.599 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 276,511 | 36939.000 | +3.35% | 7.100 | +0.23% | 0.350 | -2.06% | -0.75% | 14461.501 | ||
VTIP | Vanguard Short-Term Inflation-Protected Securities | 653,325 | 33333.000 | +7.01% | 6.410 | +0.42% | 0.160 | +0.08% | +0.06% | 11684.954 | ||
SCHF | Schwab International Equity ETF | 622,864 | 19558.000 | -15.69% | 3.760 | -0.69% | 0.080 | -6.76% | -0.54% | 39589.440 | ||
VT | Vanguard Total World Stock ETF | 214,274 | 17279.000 | -2.12% | 3.320 | -0.07% | 0.080 | -1.88% | -1.12% | 39388.165 | ||
VGT | Vanguard Information Technology ETF | 45,684 | 14228.000 | -9.46% | 2.740 | -0.26% | 0.040 | +2.60% | -1.34% | 74760.144 |
Stearns Financial Services Group's Historical Top Holdings Breakdowns
Stearns Financial Services Group Total Holding History ($B)
Stearns Financial Services Group's Asset Allocation
Stearns Financial Services Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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