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 2020-02-03)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 19,204,000 51,160 7.65%
ISHARES TR    (CORE DIV GRWTH) DGRO 14,595,000 346,915 5.81%
ISHARES TR    (RUS 1000 GRW ETF) IWF 10,748,000 61,097 4.28%
ISHARES TR    (CORE S&P MCP ETF) IJH 10,356,000 50,315 4.12%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 9,903,000 78,115 3.94%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 9,477,000 52,025 3.77%
ISHARES TR    (USA QUALITY FCTR) QUAL 8,773,000 86,860 3.49%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 8,411,000 112,841 3.35%
ISHARES TR    (MLTFCTR INTL SML) 8,184,000 258,185 3.26%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 7,308,000 210,913 2.91%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 5,904,000 46,598 2.35%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR VAL) 5,259,000 75,921 2.09%
ISHARES TR    (JPMORGAN USD EMG) EMB 5,210,000 45,474 2.07%
ISHARES INC    (MIN VOL GBL ETF) ACWV 5,148,000 53,720 2.05%
VANGUARD GROUP    (DIV APP ETF) VIG 4,687,000 37,602 1.86%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 3,859,000 51,022 1.53%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 3,799,000 131,362 1.51%
VANGUARD INDEX FDS    (MID CAP ETF) VO 3,550,000 19,922 1.41%
VANGUARD INDEX FDS    (VALUE ETF) VTV 3,245,000 27,077 1.29%
ISHARES TR    (S&P SML 600 GWT) IJT 3,109,000 16,085 1.23%
SCHWAB STRATEGIC TR    (SCHWB FDT INT SC) FNDC 2,815,000 84,655 1.12%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,687,000 79,903 1.07%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 2,529,000 32,927 1.00%
APPLE INC    (COM) AAPL 2,160,000 7,355 0.86%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 2,152,000 38,775 0.85%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 2,123,000 71,154 0.84%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 1,950,000 18,409 0.77%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 1,709,000 11,735 0.68%
MICROSOFT CORP    (COM) MSFT 1,594,000 10,110 0.63%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,521,000 9,181 0.60%
ISHARES TR    (RUS MDCP VAL ETF) IWS 1,516,000 15,996 0.60%
ISHARES TR    (CORE S&P US VLU) IWW 1,497,000 23,760 0.59%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,411,000 11,202 0.56%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 1,330,000 17,440 0.52%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,209,000 27,197 0.48%
WISDOMTREE TR    (US DIVID EX FNCL) DTN 1,193,000 12,899 0.47%
SPDR INDEX SHS FDS    (DJ GLB RL ES ETF) RWO 1,177,000 22,849 0.46%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,145,000 14,898 0.45%
AMAZON COM INC    (COM) AMZN 1,133,000 613 0.45%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 1,069,000 13,120 0.42%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,006,000 7,370 0.40%
ISHARES TR    (RUS 2000 GRW ETF) IWO 1,005,000 4,690 0.40%
INVESCO QQQ TR    (UNIT SER 1) 985,000 4,631 0.39%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 937,000 8,093 0.37%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 934,000 8,404 0.37%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 898,000 14,934 0.35%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 882,000 9,496 0.35%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 858,000 3,790 0.34%
ALPHABET INC    (CAP STK CL C) GOOG 845,000 632 0.33%
PROLOGIS INC    (COM) PLD 837,000 9,391 0.33%
ALPHABET INC    (CAP STK CL A) GOOGL 833,000 622 0.33%
ADOBE INC    (COM) ADBE 816,000 2,474 0.32%
ISHARES TR    (ESG MSCI USA ETF) 793,000 11,120 0.31%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 764,000 2,374 0.30%
VISA INC    (COM CL A) V 759,000 4,040 0.30%
ISHARES TR    (SP SMCP600VL ETF) IJS 706,000 4,388 0.28%
ISHARES TR    (RUSSELL 2000 ETF) IWM 688,000 4,152 0.27%
ISHARES TR    (S&P 100 ETF) OEF 676,000 4,693 0.26%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 668,000 21,706 0.26%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 627,000 4,575 0.24%
ISHARES TR    (CORE S&P500 ETF) IVV 609,000 1,884 0.24%
MICRON TECHNOLOGY INC    (COM) MU 606,000 11,261 0.24%
ISHARES TR    (EUROPE ETF) IEV 595,000 12,678 0.23%
MERCK & CO INC    (COM) MRK 567,000 6,233 0.22%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 547,000 1,917 0.21%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 534,000 5,698 0.21%
ISHARES TR    (MSCI EAFE ETF) EFA 508,000 7,310 0.20%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 493,000 9,775 0.19%
JPMORGAN CHASE & CO    (COM) JPM 478,000 3,432 0.19%
ISHARES TR    (ESG US AGR BD) 475,000 8,864 0.18%
FACEBOOK INC    (CL A) FB 473,000 2,305 0.18%
INVESCO BLDRS INDEX FDS TR    (ASIA 50ADR IDX) 461,000 13,409 0.18%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 421,000 2,119 0.16%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 419,000 7,214 0.16%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 416,000 6,432 0.16%
ABBOTT LABS    (COM) ABT 412,000 4,738 0.16%
APARTMENT INVT & MGMT CO    (CL A) 410,000 7,939 0.16%
UNION PACIFIC CORP    (COM) UNP 402,000 2,225 0.16%
LOCKHEED MARTIN CORP    (COM) LMT 400,000 1,028 0.15%
EXXON MOBIL CORP    (COM) XOM 392,000 5,619 0.15%
VANGUARD INTL EQUITY INDEX F    (FTSE PACIFIC ETF) VPL 387,000 5,564 0.15%
MASTERCARD INC    (CL A) MA 385,000 1,291 0.15%
ISHARES TR    (MSCI MIN VOL ETF) USMV 381,000 5,804 0.15%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 376,000 6,250 0.14%
BOEING CO    (COM) BA 366,000 1,122 0.14%
UNITEDHEALTH GROUP INC    (COM) UNH 366,000 1,244 0.14%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 364,000 1,727 0.14%
HAEMONETICS CORP    (COM) HAE 360,000 3,133 0.14%
PAYPAL HLDGS INC    (COM) PYPL 359,000 3,316 0.14%
NORTHROP GRUMMAN CORP    (COM) NOC 352,000 1,022 0.14%
DISNEY WALT CO    (COM DISNEY) DIS 346,000 2,392 0.13%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 346,000 1,633 0.13%
LAUDER ESTEE COS INC    (CL A) EL 325,000 1,573 0.12%
WISDOMTREE TR    (EMERG MKTS DIV) 323,000 9,847 0.12%
CISCO SYS INC    (COM) CSCO 319,000 6,649 0.12%
ABBVIE INC    (COM) ABBV 313,000 3,532 0.12%
S&P GLOBAL INC    (COM) SPGI 303,000 1,110 0.12%
JOHNSON & JOHNSON    (COM) JNJ 293,000 2,011 0.11%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 293,000 991 0.11%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 292,000 6,964 0.11%
PEPSICO INC    (COM) PEP 289,000 2,113 0.11%
GENERAL ELECTRIC CO    (COM) GE 278,000 24,936 0.11%
NVIDIA CORP    (COM) NVDA 276,000 1,171 0.10%
SHOPIFY INC    (CL A) 274,000 690 0.10%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 269,000 7,146 0.10%
SALESFORCE COM INC    (COM) CRM 267,000 1,642 0.10%
ISHARES TR    (CORE S&P SCP ETF) IJR 261,000 3,118 0.10%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 260,000 3,212 0.10%
WELLS FARGO CO NEW    (COM) WFC 246,000 4,574 0.09%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 243,000 4,140 0.09%
ISHARES TR    (RUS 2000 VAL ETF) IWN 243,000 1,886 0.09%
CANADIAN PAC RY LTD    (COM) CP 242,000 949 0.09%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 242,000 1,803 0.09%
HDFC BANK LTD    (SPONSORED ADS) HDB 240,000 3,789 0.09%
SELECT SECTOR SPDR TR    (ENERGY) XLE 235,000 3,908 0.09%
ISHARES TR    (S&P 500 GRWT ETF) IVW 231,000 1,195 0.09%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 225,000 4,919 0.08%
LOWES COS INC    (COM) LOW 225,000 1,877 0.08%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 225,000 1,377 0.08%
ALCON INC    (ORD SHS) 222,000 3,920 0.08%
PFIZER INC    (COM) PFE 208,000 5,316 0.08%
NIKE INC    (CL B) NKE 206,000 2,034 0.08%
ISHARES INC    (MSCI EMRG CHN) 205,000 3,999 0.08%
INTEL CORP    (COM) INTC 204,000 3,410 0.08%
SPDR INDEX SHS FDS    (ASIA PACIF ETF) GMF 199,000 1,923 0.07%
INGERSOLL-RAND PLC    (SHS) IR 199,000 1,497 0.07%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 199,000 251 0.07%
CHUBB LIMITED    (COM) CB 197,000 1,265 0.07%
PROCTER & GAMBLE CO    (COM) PG 197,000 1,580 0.07%
MEDTRONIC PLC    (SHS) MDT 194,000 1,713 0.07%
BOOKING HLDGS INC    (COM) 193,000 94 0.07%
LILLY ELI & CO    (COM) LLY 189,000 1,440 0.07%
AMERICAN RENAL ASSOCIATES HO    (COM) 182,000 17,596 0.07%
AON PLC    (SHS CL A) AON 180,000 862 0.07%
HOME DEPOT INC    (COM) HD 180,000 822 0.07%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 177,000 1,648 0.07%
CSX CORP    (COM) CSX 176,000 2,437 0.07%
ISHARES TR    (S&P 500 VAL ETF) IVE 173,000 1,329 0.06%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 173,000 2,058 0.06%
COMCAST CORP NEW    (CL A) CMCSA 170,000 3,786 0.06%
EMERSON ELEC CO    (COM) EMR 169,000 2,212 0.06%
GOLDMAN SACHS GROUP INC    (COM) GS 169,000 736 0.06%
LULULEMON ATHLETICA INC    (COM) LULU 168,000 726 0.06%
RESMED INC    (COM) RMD 163,000 1,053 0.06%
JACOBS ENGR GROUP INC    (COM) JEC 163,000 1,813 0.06%
COCA COLA CO    (COM) KO 160,000 2,885 0.06%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 160,000 492 0.06%
VERISK ANALYTICS INC    (COM) VRSK 158,000 1,061 0.06%
WASTE MGMT INC DEL    (COM) WMI 157,000 1,381 0.06%
STERIS PLC    (SHS USD) 153,000 1,007 0.06%
ISHARES TR    (DOW JONES US ETF) IYY 152,000 950 0.06%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 151,000 3,000 0.06%
EDWARDS LIFESCIENCES CORP    (COM) EW 151,000 646 0.06%
STRYKER CORP    (COM) SYK 149,000 708 0.05%
SMITH & NEPHEW PLC    (SPDN ADR NEW) SNN 149,000 3,090 0.05%
CHEVRON CORP NEW    (COM) CVX 148,000 1,225 0.05%
CDW CORP    (COM) CDW 148,000 1,039 0.05%
DOCUSIGN INC    (COM) 147,000 1,990 0.05%
CROWN CASTLE INTL CORP NEW    (COM) CCI 146,000 1,025 0.05%
ROSS STORES INC    (COM) ROST 146,000 1,255 0.05%
ICON PLC    (SHS) ICLR 146,000 848 0.05%
ISHARES TR    (RUS MID CAP ETF) IWR 145,000 2,440 0.05%
SAP SE    (SPON ADR) SAP 144,000 1,073 0.05%
XILINX INC    (COM) XLNX 143,000 1,458 0.05%
BANK AMER CORP    (COM) BAC 143,000 4,061 0.05%
COSTCO WHSL CORP NEW    (COM) COST 143,000 487 0.05%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 139,000 862 0.05%
PHILIP MORRIS INTL INC    (COM) PM 138,000 1,616 0.05%
MONDELEZ INTL INC    (CL A) MDLZ 138,000 2,506 0.05%
UNITED TECHNOLOGIES CORP    (COM) UTX 137,000 916 0.05%
NEWMARKET CORP    (COM) NEU 135,000 278 0.05%
AMGEN INC    (COM) AMGN 134,000 555 0.05%
FISERV INC    (COM) FISV 132,000 1,138 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 132,000 538 0.05%
TARGET CORP    (COM) TGT 130,000 1,013 0.05%
ROCKWELL AUTOMATION INC    (COM) ROK 127,000 628 0.05%
HOWARD HUGHES CORP    (COM) HHC 126,000 997 0.05%
APPLIED MATLS INC    (COM) AMAT 125,000 2,048 0.04%
CME GROUP INC    (COM) CME 125,000 625 0.04%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 125,000 734 0.04%
FIDELITY COVINGTON TR    (MSCI ENERGY IDX) FENY 124,000 7,755 0.04%
SLACK TECHNOLOGIES INC    (COM CL A) 121,000 5,375 0.04%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 121,000 2,068 0.04%
MCDONALDS CORP    (COM) MCD 121,000 614 0.04%
LANDSTAR SYS INC    (COM) LSTR 119,000 1,048 0.04%
FIDELITY NATL INFORMATION SV    (COM) FIS 119,000 853 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 118,000 655 0.04%
PNC FINL SVCS GROUP INC    (COM) PNC 118,000 740 0.04%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 117,000 4,291 0.04%
GATX CORP    (COM) GMT 114,000 1,375 0.04%
YUM CHINA HLDGS INC    (COM) 114,000 2,370 0.04%
GLOBAL PMTS INC    (COM) GPN 114,000 627 0.04%
BLACKROCK INC    (COM) BLK 113,000 224 0.04%
CGI INC    (CL A SUB VTG) 112,000 1,337 0.04%
CITIGROUP INC    (COM NEW) C 111,000 1,390 0.04%
FIRST INDUSTRIAL REALTY TRUS    (COM) FR 111,000 2,665 0.04%
CHURCHILL DOWNS INC    (COM) CHDN 111,000 808 0.04%
CBRE GROUP INC    (CL A) CBG 111,000 1,809 0.04%
ING GROEP N V    (SPONSORED ADR) ING 108,000 9,001 0.04%
SANOFI    (SPONSORED ADR) SNY 107,000 2,137 0.04%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-12-31: 251,014,000 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.*