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STOCK TICKER:

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

Squar Milner Financial Services LLC INSTITUTION : Squar Milner Financial Services LLC
Squar Milner Financial Services LLC Portfolio (reported on 2020-04-22)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF    (ETF) 18,423,000 201,069 11.06%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 7,363,000 206,037 4.42%
SPDR S&P 500 ETF    (ETF) SPY 6,975,000 27,063 4.19%
APPLE INC COM    (Stock) AAPL 6,585,000 25,896 3.95%
MICROSOFT CORP COM    (Stock) MSFT 5,019,000 31,825 3.01%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 3,945,000 84,100 2.37%
AMAZON COM INC COM    (Stock) AMZN 3,441,000 1,765 2.06%
ISHARES CORE S&P 500 ETF    (ETF) IVV 3,382,000 13,091 2.03%
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF    (ETF) LGLV 2,578,000 28,458 1.54%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 2,452,000 2,111 1.47%
ISHARES SHORT TREASURY BOND ETF    (ETF) SHV 2,106,000 18,976 1.26%
JOHNSON & JOHNSON COM    (Stock) JNJ 1,731,000 13,205 1.03%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 1,645,000 8,999 0.98%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 1,640,000 58,567 0.98%
SPDR PORTFOLIO S&P 400 MID CAP ETF    (ETF) EMM 1,266,000 49,992 0.76%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 1,233,000 17,237 0.74%
NIKE INC CL B    (Stock) NKE 1,160,000 14,031 0.69%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 1,156,000 35,501 0.69%
SPDR GOLD MINISHARES TRUST    (ETF) 1,061,000 67,519 0.63%
ABBOTT LABS COM    (Stock) ABT 1,052,000 13,333 0.63%
ISHARES RUSSELL MID-CAP VALUE ETF    (ETF) IWS 1,009,000 15,752 0.60%
STARBUCKS CORP COM    (Stock) SBUX 1,003,000 15,258 0.60%
ADOBE INC COM    (Stock) ADBE 989,000 3,109 0.59%
CISCO SYS INC COM    (Stock) CSCO 988,000 25,144 0.59%
PEPSICO INC COM    (Stock) PEP 969,000 8,072 0.58%
SPDR S&P DIVIDEND ETF    (ETF) SDY 960,000 12,033 0.57%
FACEBOOK INC CL A    (Stock) FB 907,000 5,441 0.54%
ALPHABET INC CAP STK CL C    (Stock) GOOG 903,000 777 0.54%
DISNEY WALT CO COM DISNEY    (Stock) DIS 854,000 8,848 0.51%
SPDR NYSE TECHNOLOGY ETF    (ETF) MTK 841,000 11,501 0.50%
JPMORGAN CHASE & CO COM    (Stock) JPM 834,000 9,268 0.50%
ISHARES MSCI EAFE ETF    (ETF) EFA 792,000 14,833 0.47%
SPDR S&P 600 SMALL CAP GROWTH ETF    (ETF) DSG 792,000 17,163 0.47%
NOVO-NORDISK A S ADR    (ADR) NVO 790,000 13,136 0.47%
SPDR GOLD SHARES    (ETF) GLD 784,000 5,300 0.47%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 763,000 23,981 0.45%
MERCK & CO. INC COM    (Stock) MRK 759,000 9,875 0.45%
AT&T INC COM    (Stock) T 748,000 25,694 0.44%
PROCTER & GAMBLE CO COM    (Stock) PG 740,000 6,734 0.44%
PROSHARES ULTRA S&P 500    (ETF) SSO 737,000 8,300 0.44%
PFIZER INC COM    (Stock) PFE 733,000 22,483 0.44%
MEDTRONIC PLC SHS    (Stock) MDT 731,000 8,113 0.43%
MASTERCARD INC CL A    (Stock) MA 708,000 2,932 0.42%
WALMART INC COM    (Stock) WMT 705,000 6,206 0.42%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 702,000 7,100 0.42%
ISHARES MSCI EAFE GROWTH ETF    (ETF) EFG 697,000 9,815 0.41%
SPDR PORTFOLIO S&P 500 VALUE ETF    (ETF) ELV 689,000 26,683 0.41%
HOME DEPOT INC COM    (Stock) HD 652,000 3,494 0.39%
ZOETIS INC CL A    (Stock) ZTS 648,000 5,509 0.38%
ABBVIE INC COM    (Stock) ABBV 647,000 8,502 0.38%
ORACLE CORP COM    (Stock) ORCL 639,000 13,223 0.38%
AMGEN INC COM    (Stock) AMGN 629,000 3,105 0.37%
ACCENTURE PLC IRELAND SHS CLASS A    (Stock) ACN 628,000 3,850 0.37%
VISA INC COM CL A    (Stock) V 626,000 3,887 0.37%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 625,000 6,629 0.37%
PAYPAL HLDGS INC COM    (Stock) PYPL 612,000 6,399 0.36%
COCA COLA CO COM    (Stock) KO 597,000 13,497 0.35%
SALESFORCE COM INC COM    (Stock) CRM 588,000 4,090 0.35%
BIOGEN INC COM    (Stock) BIIB 582,000 1,842 0.34%
PACER TRENDPILOT US LARGE CAP ETF    (ETF) 574,000 21,280 0.34%
BK OF AMERICA CORP COM    (Stock) BAC 559,000 26,354 0.33%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 547,000 19,241 0.32%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 540,000 3,586 0.32%
ISHARES S&P 100 ETF    (ETF) OEF 537,000 4,531 0.32%
C H ROBINSON WORLDWIDE INC COM NEW    (Stock) CHRW 535,000 8,082 0.32%
BECTON DICKINSON & CO COM    (Stock) BDX 533,000 2,321 0.32%
CHEVRON CORP NEW COM    (Stock) CVX 519,000 7,164 0.31%
ROYAL GOLD INC COM    (Stock) RGLD 505,000 5,758 0.30%
QUALCOMM INC COM    (Stock) QCOM 492,000 7,281 0.29%
SPDR MSCI ACWI EX-US ETF    (ETF) CWI 469,000 23,798 0.28%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 465,000 1,867 0.27%
WELLS FARGO CO NEW COM    (Stock) WFC 464,000 16,189 0.27%
EDISON INTL COM    (Stock) EIX 460,000 8,400 0.27%
INVESCO QQQ TRUST    (ETF) 456,000 2,397 0.27%
SPDR S&P 600 SMALL CAP VALUE ETF    (ETF) DSV 453,000 11,098 0.27%
US BANCORP DEL COM NEW    (Stock) USB 449,000 13,059 0.26%
WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND    (ETF) CHXF 449,000 5,887 0.26%
SERVICENOW INC COM    (Stock) NOW 447,000 1,562 0.26%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 444,000 8,269 0.26%
TESLA INC COM    (Stock) TSLA 444,000 848 0.26%
INTEL CORP COM    (Stock) INTC 444,000 8,209 0.26%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 425,000 3,116 0.25%
CVS HEALTH CORP COM    (Stock) CVS 422,000 7,119 0.25%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 421,000 1,870 0.25%
REGENERON PHARMACEUTICALS COM    (Stock) REGN 416,000 852 0.24%
INVESCO VARIABLE RATE PREFERRED ETF    (ETF) 412,000 19,225 0.24%
WISDOMTREE U.S. TOTAL DIVIDEND FUND    (ETF) DTD 410,000 5,246 0.24%
ANAVEX LIFE SCIENCES CORP COM NEW    (Stock) 409,000 130,000 0.24%
TARGET CORP COM    (Stock) TGT 406,000 4,369 0.24%
ALTRIA GROUP INC COM    (Stock) MO 401,000 10,389 0.24%
PHILIP MORRIS INTL INC COM    (Stock) PM 397,000 5,452 0.23%
ISHARES MSCI JAPAN ETF    (ETF) 395,000 8,003 0.23%
PIMCO CA MUNICIPAL INCOME FD COM    (CEF) PCQ 389,000 24,946 0.23%
CATERPILLAR INC DEL COM    (Stock) CAT 389,000 3,355 0.23%
LOWES COS INC COM    (Stock) LOW 389,000 4,524 0.23%
INVESCO S&P 500 BUYWRITE ETF    (ETF) 388,000 23,220 0.23%
ISHARES IBOXX USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 388,000 3,145 0.23%
WASTE MGMT INC DEL COM    (Stock) WMI 386,000 4,171 0.23%
EXXON MOBIL CORP COM    (Stock) XOM 385,000 10,144 0.23%
VANGUARD S&P 500 ETF    (ETF) VOO 380,000 1,606 0.22%
BROADCOM INC COM    (Stock) 378,000 1,598 0.22%
GENERAL DYNAMICS CORP COM    (Stock) GD 376,000 2,847 0.22%
PROSHARES SHORT VIX SHORT-TERM FUTURES ETF    (ETF) 367,000 11,860 0.22%
MCDONALDS CORP COM    (Stock) MCD 361,000 2,186 0.21%
ISHARES RUSSELL MID-CAP GROWTH ETF    (ETF) IWP 355,000 2,927 0.21%
3M CO COM    (Stock) MMM 355,000 2,604 0.21%
DOMINION ENERGY INC COM    (Stock) D 351,000 4,866 0.21%
GENERAL MLS INC COM    (Stock) GIS 348,000 6,613 0.20%
ISHARES RUSSELL 3000 ETF    (ETF) IWV 347,000 2,341 0.20%
PAYCOM SOFTWARE INC COM    (Stock) PAYC 340,000 1,688 0.20%
LILLY ELI & CO COM    (Stock) LLY 338,000 2,440 0.20%
DOLLAR GEN CORP NEW COM    (Stock) DG 338,000 2,241 0.20%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH    (Stock) BAM 329,000 7,441 0.19%
ANNALY CAPITAL MANAGEMENT INC COM    (REIT) NLY 314,000 61,983 0.18%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 310,000 3,231 0.18%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 308,000 2,779 0.18%
VARIAN MED SYS INC COM    (Stock) VAR 307,000 3,000 0.18%
ISHARES MSCI EUROZONE ETF    (ETF) EZU 305,000 10,003 0.18%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 303,000 10,031 0.18%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 302,000 5,426 0.18%
ISHARES CORE S&P U.S. VALUE ETF    (ETF) IWW 293,000 6,366 0.17%
ISHARES MSCI USA ESG SELECT ETF    (ETF) KLD 290,000 2,650 0.17%
XYLEM INC COM    (Stock) XYL 288,000 4,430 0.17%
SPDR S&P BANK ETF    (ETF) KBE 285,000 10,602 0.17%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP    (Stock) MMP 283,000 7,775 0.17%
ISHARES MSCI SWITZERLAND ETF    (ETF) EWL 282,000 8,000 0.16%
DOCUSIGN INC COM    (Stock) 277,000 3,006 0.16%
MSCI INC COM    (Stock) MXB 275,000 952 0.16%
COGNIZANT TECHNOLOGY SOLUTIONS CL A    (Stock) CTSH 274,000 5,911 0.16%
HONEYWELL INTL INC COM    (Stock) HON 273,000 2,046 0.16%
EATON VANCE LTD DUR INCOME FD COM    (CEF) EVV 270,000 25,600 0.16%
AGNICO EAGLE MINES LTD COM    (Stock) AEM 270,000 6,803 0.16%
CHURCH & DWIGHT INC COM    (Stock) CHD 265,000 4,144 0.15%
COMCAST CORP NEW CL A    (Stock) CMCSA 263,000 7,653 0.15%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 261,000 3,228 0.15%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 257,000 3,693 0.15%
APPLE INC USD320 EXP 06/19/20    (Option) 254,000 1,000 0.15%
ENBRIDGE INC COM    (Stock) ENB 254,000 8,756 0.15%
APPLE INC USD270 EXP 06/19/20    (Option) 254,000 1,000 0.15%
CITIGROUP INC COM NEW    (Stock) C 254,000 6,037 0.15%
AUTODESK INC COM    (Stock) ADSK 253,000 1,621 0.15%
OLLIES BARGAIN OUTLT HLDGS INC COM    (Stock) 241,000 5,205 0.14%
AUTOHOME INC SP ADR RP CL A    (ADR) ATHM 239,000 3,378 0.14%
AKAMAI TECHNOLOGIES INC COM    (Stock) AKAM 237,000 2,599 0.14%
OMNICOM GROUP INC COM    (Stock) OMC 237,000 4,324 0.14%
GARTNER INC COM    (Stock) IT 232,000 2,332 0.13%
SPDR S&P SEMICONDUCTOR ETF    (ETF) XSD 229,000 2,733 0.13%
MCCORMICK & CO INC COM NON VTG    (Stock) MKC 228,000 1,620 0.13%
OLD DOMINION FREIGHT LINE INC COM    (Stock) ODFL 225,000 1,719 0.13%
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF    (ETF) GWL 223,000 9,332 0.13%
ANSYS INC COM    (Stock) ANSS 223,000 963 0.13%
LEIDOS HOLDINGS INC COM    (Stock) LDOS 223,000 2,444 0.13%
FIRST TRUST WATER ETF    (ETF) FIW 222,000 4,664 0.13%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 218,000 6,561 0.13%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 217,000 2,451 0.13%
EXPEDITORS INTL WASH INC COM    (Stock) EXPD 215,000 3,237 0.12%
AVERY DENNISON CORP COM    (Stock) AVY 214,000 2,110 0.12%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND    (ETF) VGT 212,000 1,005 0.12%
INVESCO BUYBACK ACHIEVERS ETF    (ETF) 212,000 4,384 0.12%
ALIGN TECHNOLOGY INC COM    (Stock) ALGN 211,000 1,214 0.12%
FOX CORP CL A COM    (Stock) 209,000 8,866 0.12%
RBC BEARINGS INC COM    (Stock) ROLL 205,000 1,819 0.12%
VALERO ENERGY CORP COM    (Stock) VLO 204,000 4,499 0.12%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 201,000 2,316 0.12%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 198,000 5,904 0.11%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 197,000 3,520 0.11%
MGM GROWTH PPTYS LLC CL A COM    (REIT) 196,000 8,296 0.11%
NEXTERA ENERGY INC COM    (Stock) NEE 194,000 810 0.11%
MANULIFE FINL CORP COM    (Stock) MFC 194,000 15,473 0.11%
KLA CORPORATION COM NEW    (Stock) KLAC 194,000 1,355 0.11%
ISHARES MSCI AUSTRALIA ETF    (ETF) EWA 194,000 12,500 0.11%
ISHARES MSCI CANADA ETF    (ETF) EWC 194,000 8,881 0.11%
BERKLEY W R CORP COM    (Stock) WRB 193,000 3,711 0.11%
ISHARES CORE S&P U.S. GROWTH ETF    (ETF) IWZ 191,000 3,360 0.11%
SYNOPSYS INC COM    (Stock) SNPS 186,000 1,449 0.11%
LAMB WESTON HLDGS INC COM    (Stock) 184,000 3,234 0.11%
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS    (ADR) TSM 183,000 3,842 0.10%
NUTRIEN LTD COM    (Stock) 179,000 5,276 0.10%
BLACKROCK TAX MUNICPAL BD TR SHS    (CEF) BBN 178,000 8,200 0.10%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 177,000 8,525 0.10%
CARLYLE GROUP INC COM    (Stock) 174,000 8,040 0.10%
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF    (ETF) MBG 173,000 6,518 0.10%
ROYAL DUTCH SHELL PLC SPON ADR B    (ADR) RDS-B 173,000 5,325 0.10%
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND    (ETF) DGRW 172,000 4,439 0.10%
WESTERN UN CO COM    (Stock) WU 172,000 9,518 0.10%
COSTCO WHSL CORP NEW COM    (Stock) COST 171,000 601 0.10%
CBRE GROUP INC CL A    (Stock) CBG 171,000 4,543 0.10%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 171,000 2,335 0.10%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 168,000 2,940 0.10%
NOVARTIS A G SPONSORED ADR    (ADR) NVS 167,000 2,033 0.10%
UNILEVER PLC SPON ADR NEW    (ADR) UL 166,000 3,291 0.09%
CME GROUP INC COM    (Stock) CME 165,000 960 0.09%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF    (ETF) 163,000 6,666 0.09%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 163,000 989 0.09%
EXELON CORP COM    (Stock) EXC 163,000 4,450 0.09%
FOX FACTORY HLDG CORP COM    (Stock) FOXF 162,000 3,865 0.09%
AAON INC COM PAR USD0.004    (Stock) AAON 162,000 3,365 0.09%
BALL CORP COM    (Stock) BLL 161,000 2,502 0.09%
BLACKLINE INC COM    (Stock) 160,000 3,043 0.09%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 160,000 1,977 0.09%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 166,452,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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