Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

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

SHINE INVESTMENT ADVISORY SERVICES INC INSTITUTION : SHINE INVESTMENT ADVISORY SERVICES INC
SHINE INVESTMENT ADVISORY SERVICES INC Portfolio (reported on 2019-10-29)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 25,376,000 71,996 12.02%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 14,244,000 120,270 6.74%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 11,083,000 66,654 5.24%
ISHARES TR    (RUS 1000 GRW ETF) IWF 10,032,000 62,845 4.75%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR VAL) 7,812,000 120,477 3.70%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 7,592,000 64,414 3.59%
VANGUARD GROUP    (DIV APP ETF) VIG 7,471,000 62,474 3.53%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 6,739,000 211,923 3.19%
ISHARES TR    (JPMORGAN USD EMG) EMB 5,199,000 45,864 2.46%
ISHARES INC    (MIN VOL GBL ETF) ACWV 5,124,000 54,077 2.42%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 3,620,000 51,914 1.71%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 3,573,000 129,598 1.69%
VANGUARD INDEX FDS    (MID CAP ETF) VO 3,482,000 20,775 1.64%
VANGUARD INDEX FDS    (VALUE ETF) VTV 3,037,000 27,210 1.43%
ISHARES TR    (S&P SML 600 GWT) IJT 2,944,000 16,502 1.39%
SCHWAB STRATEGIC TR    (SCHWB FDT INT SC) FNDC 2,813,000 91,553 1.33%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,614,000 82,049 1.23%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 2,266,000 31,951 1.07%
ISHARES TR    (CORE S&P MCP ETF) IJH 2,185,000 11,306 1.03%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 2,052,000 39,125 0.97%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 2,039,000 74,458 0.96%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 1,919,000 19,375 0.90%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 1,553,000 11,704 0.73%
MICROSOFT CORP    (COM) MSFT 1,525,000 10,966 0.72%
APPLE INC    (COM) AAPL 1,491,000 6,658 0.70%
ISHARES TR    (CORE S&P US VLU) IWW 1,418,000 24,530 0.67%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,408,000 9,149 0.66%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,406,000 15,672 0.66%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,358,000 24,026 0.64%
WISDOMTREE TR    (US DIVID EX FNCL) DTN 1,322,000 15,123 0.62%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,299,000 11,168 0.61%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 1,221,000 17,440 0.57%
AMAZON COM INC    (COM) AMZN 1,144,000 659 0.54%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,110,000 15,631 0.52%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,100,000 27,326 0.52%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 1,091,000 13,980 0.51%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,053,000 12,532 0.49%
SPDR INDEX SHS FDS    (DJ GLB RL ES ETF) RWO 981,000 18,912 0.46%
ISHARES TR    (RUS 1000 VAL ETF) IWD 945,000 7,370 0.44%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 887,000 8,702 0.42%
ISHARES TR    (RUS 2000 GRW ETF) IWO 880,000 4,565 0.41%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 874,000 8,082 0.41%
INVESCO QQQ TR    (UNIT SER 1) 873,000 4,626 0.41%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 842,000 4,046 0.39%
ALPHABET INC    (CAP STK CL C) GOOG 806,000 661 0.38%
PROLOGIS INC    (COM) PLD 797,000 9,349 0.37%
ALPHABET INC    (CAP STK CL A) GOOGL 773,000 633 0.36%
VISA INC    (COM CL A) V 733,000 4,259 0.34%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 705,000 2,374 0.33%
ADOBE INC    (COM) ADBE 704,000 2,550 0.33%
ISHARES TR    (SP SMCP600VL ETF) IJS 653,000 4,346 0.30%
ISHARES TR    (S&P 100 ETF) OEF 635,000 4,832 0.30%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 606,000 21,650 0.28%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 589,000 4,575 0.27%
ISHARES TR    (CORE S&P500 ETF) IVV 562,000 1,884 0.26%
ISHARES TR    (EUROPE ETF) IEV 546,000 12,624 0.25%
ISHARES TR    (RUSSELL 2000 ETF) IWM 541,000 3,577 0.25%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 533,000 6,003 0.25%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 514,000 1,909 0.24%
MERCK & CO INC    (COM) MRK 511,000 6,067 0.24%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 493,000 9,775 0.23%
BOEING CO    (COM) BA 485,000 1,275 0.22%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 484,000 8,535 0.22%
MICRON TECHNOLOGY INC    (COM) MU 478,000 11,161 0.22%
ISHARES TR    (MSCI EAFE ETF) EFA 462,000 7,081 0.21%
FACEBOOK INC    (CL A) FB 437,000 2,456 0.20%
NORTHROP GRUMMAN CORP    (COM) NOC 427,000 1,140 0.20%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 416,000 6,432 0.19%
APARTMENT INVT & MGMT CO    (CL A) 414,000 7,939 0.19%
INVESCO BLDRS INDEX FDS TR    (ASIA 50ADR IDX) 408,000 13,303 0.19%
JPMORGAN CHASE & CO    (COM) JPM 404,000 3,432 0.19%
LOCKHEED MARTIN CORP    (COM) LMT 401,000 1,028 0.18%
HAEMONETICS CORP    (COM) HAE 395,000 3,133 0.18%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 386,000 2,119 0.18%
ISHARES TR    (MSCI MIN VOL ETF) USMV 372,000 5,804 0.17%
VANGUARD INTL EQUITY INDEX F    (FTSE PACIFIC ETF) VPL 368,000 5,564 0.17%
MASTERCARD INC    (CL A) MA 367,000 1,353 0.17%
EXXON MOBIL CORP    (COM) XOM 366,000 5,188 0.17%
PAYPAL HLDGS INC    (COM) PYPL 360,000 3,476 0.17%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 346,000 7,442 0.16%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 332,000 1,727 0.15%
UNION PACIFIC CORP    (COM) UNP 329,000 2,031 0.15%
CISCO SYS INC    (COM) CSCO 328,000 6,629 0.15%
LAUDER ESTEE COS INC    (CL A) EL 312,000 1,570 0.14%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 310,000 4,235 0.14%
WISDOMTREE TR    (EMERG MKTS DIV) 293,000 9,775 0.13%
SALESFORCE COM INC    (COM) CRM 284,000 1,914 0.13%
DISNEY WALT CO    (COM DISNEY) DIS 280,000 2,151 0.13%
UNITEDHEALTH GROUP INC    (COM) UNH 275,000 1,266 0.13%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 273,000 7,028 0.12%
PEPSICO INC    (COM) PEP 271,000 1,976 0.12%
S&P GLOBAL INC    (COM) SPGI 268,000 1,092 0.12%
JACOBS ENGR GROUP INC    (COM) JEC 266,000 2,905 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 261,000 1,559 0.12%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 253,000 1,017 0.11%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 245,000 7,146 0.11%
ISHARES TR    (CORE S&P SCP ETF) IJR 243,000 3,118 0.11%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 239,000 3,189 0.11%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 236,000 4,140 0.11%
NIKE INC    (CL B) NKE 228,000 2,430 0.10%
JOHNSON & JOHNSON    (COM) JNJ 223,000 1,722 0.10%
GENERAL ELECTRIC CO    (COM) GE 222,000 24,795 0.10%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 220,000 1,458 0.10%
ISHARES TR    (RUS 2000 VAL ETF) IWN 218,000 1,828 0.10%
SHOPIFY INC    (CL A) 215,000 690 0.10%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 215,000 1,476 0.10%
HDFC BANK LTD    (SPONSORED ADS) HDB 213,000 3,736 0.10%
CANADIAN PAC RY LTD    (COM) CP 211,000 949 0.09%
STRYKER CORP    (COM) SYK 204,000 942 0.09%
CHUBB LIMITED    (COM) CB 204,000 1,265 0.09%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 201,000 4,876 0.09%
WELLS FARGO CO NEW    (COM) WFC 200,000 3,955 0.09%
PFIZER INC    (COM) PFE 193,000 5,383 0.09%
COMCAST CORP NEW    (CL A) CMCSA 181,000 4,016 0.08%
SPDR INDEX SHS FDS    (ASIA PACIF ETF) GMF 180,000 1,923 0.08%
BOOKING HLDGS INC    (COM) 173,000 88 0.08%
LILLY ELI & CO    (COM) LLY 172,000 1,540 0.08%
CSX CORP    (COM) CSX 168,000 2,422 0.07%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 168,000 1,641 0.07%
AON PLC    (SHS CL A) AON 167,000 862 0.07%
ABBOTT LABS    (COM) ABT 166,000 1,987 0.07%
CROWN CASTLE INTL CORP NEW    (COM) CCI 164,000 1,183 0.07%
SELECT SECTOR SPDR TR    (ENERGY) XLE 164,000 2,776 0.07%
VERISK ANALYTICS INC    (COM) VRSK 164,000 1,039 0.07%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 161,000 229 0.07%
WASTE MGMT INC DEL    (COM) WMI 159,000 1,381 0.07%
COCA COLA CO    (COM) KO 157,000 2,885 0.07%
ALCON INC    (ORD SHS) 153,000 2,624 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 153,000 526 0.07%
XILINX INC    (COM) XLNX 152,000 1,587 0.07%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 151,000 3,000 0.07%
EDWARDS LIFESCIENCES CORP    (COM) EW 151,000 686 0.07%
PROCTER & GAMBLE CO    (COM) PG 150,000 1,204 0.07%
NVIDIA CORP    (COM) NVDA 148,000 853 0.07%
CHEVRON CORP NEW    (COM) CVX 146,000 1,232 0.06%
STERIS PLC    (SHS USD) 146,000 1,007 0.06%
RESMED INC    (COM) RMD 142,000 1,053 0.06%
ISHARES TR    (DOW JONES US ETF) IYY 140,000 950 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 139,000 772 0.06%
ROSS STORES INC    (COM) ROST 138,000 1,255 0.06%
MEDTRONIC PLC    (SHS) MDT 138,000 1,273 0.06%
ZOETIS INC    (CL A) ZTS 138,000 1,108 0.06%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 133,000 782 0.06%
CME GROUP INC    (COM) CME 132,000 625 0.06%
INTEL CORP    (COM) INTC 131,000 2,540 0.06%
NEWMARKET CORP    (COM) NEU 131,000 278 0.06%
LOWES COS INC    (COM) LOW 129,000 1,174 0.06%
HOWARD HUGHES CORP    (COM) HHC 129,000 997 0.06%
CDW CORP    (COM) CDW 128,000 1,039 0.06%
SAP SE    (SPON ADR) SAP 124,000 1,054 0.05%
DOCUSIGN INC    (COM) 123,000 1,990 0.05%
PHILIP MORRIS INTL INC    (COM) PM 123,000 1,616 0.05%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 123,000 4,898 0.05%
FISERV INC    (COM) FISV 122,000 1,173 0.05%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 121,000 225 0.05%
LANDSTAR SYS INC    (COM) LSTR 118,000 1,048 0.05%
FIDELITY COVINGTON TR    (MSCI ENERGY IDX) FENY 118,000 7,480 0.05%
ISHARES TR    (CORE DIV GRWTH) DGRO 116,000 2,976 0.05%
MONDELEZ INTL INC    (CL A) MDLZ 115,000 2,071 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 115,000 534 0.05%
ICON PLC    (SHS) ICLR 113,000 766 0.05%
FIDELITY NATL INFORMATION SV    (COM) FIS 113,000 853 0.05%
AMERICAN RENAL ASSOCIATES HO    (COM) 111,000 17,596 0.05%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 111,000 2,068 0.05%
COSTCO WHSL CORP NEW    (COM) COST 109,000 378 0.05%
AMERICA FIRST MULTIFAMILY IN    (BEN UNIT CTF) ATAX 109,000 13,273 0.05%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 108,000 671 0.05%
YUM CHINA HLDGS INC    (COM) 108,000 2,370 0.05%
GATX CORP    (COM) GMT 107,000 1,375 0.05%
MCDONALDS CORP    (COM) MCD 107,000 499 0.05%
CGI INC    (CL A SUB VTG) 106,000 1,337 0.05%
UNITED TECHNOLOGIES CORP    (COM) UTX 106,000 773 0.05%
FIRST INDUSTRIAL REALTY TRUS    (COM) FR 105,000 2,665 0.04%
MARATHON PETE CORP    (COM) MPC 105,000 1,727 0.04%
GOLDMAN SACHS GROUP INC    (COM) GS 104,000 500 0.04%
BANK AMER CORP    (COM) BAC 103,000 3,515 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 103,000 655 0.04%
SANOFI    (SPONSORED ADR) SNY 101,000 2,188 0.04%
GLOBAL PMTS INC    (COM) GPN 100,000 627 0.04%
OPEN TEXT CORP    (COM) OTEX 100,000 2,456 0.04%
CHURCHILL DOWNS INC    (COM) CHDN 100,000 808 0.04%
BLACKROCK INC    (COM) BLK 100,000 224 0.04%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 99,000 1,801 0.04%
ISHARES TR    (RUS 1000 ETF) IWB 98,000 594 0.04%
GUIDEWIRE SOFTWARE INC    (COM) GWRE 98,000 932 0.04%
AT&T INC    (COM) T 97,000 2,567 0.04%
HOME DEPOT INC    (COM) HD 97,000 418 0.04%
DOW INC    (COM) 96,000 2,006 0.04%
CBRE GROUP INC    (CL A) CBG 96,000 1,809 0.04%
TYLER TECHNOLOGIES INC    (COM) TYL 96,000 366 0.04%
ISHARES TR    (S&P 500 VAL ETF) IVE 95,000 800 0.04%
CANADIAN NATL RY CO    (COM) CNI 95,000 1,062 0.04%
EATON VANCE CORP    (COM NON VTG) EV 94,000 2,103 0.04%
ING GROEP N V    (SPONSORED ADR) ING 94,000 9,001 0.04%
PALO ALTO NETWORKS INC    (COM) PANW 94,000 462 0.04%
ARMSTRONG WORLD INDS INC NEW    (COM) AWI 94,000 971 0.04%
ISHARES TR    (U.S. REAL ES ETF) IYR 93,000 999 0.04%
ISHARES TR    (MLTFCTR INTL SML) 93,000 3,268 0.04%
WHITE MTNS INS GROUP LTD    (COM) WTM 93,000 86 0.04%
CITIGROUP INC    (COM NEW) C 93,000 1,348 0.04%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-09-30: 211,113,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
SHINE INVESTMENT ADVISORY SERVICES I

Matching performance of SHINE INVESTMENT ADVISORY SERVICES I by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*