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Bill Ackman
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ERn Financial, LLC INSTITUTION : ERn Financial, LLC
ERn Financial, LLC Portfolio (reported on 2019-11-07)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 17,987,000 612,645 12.83%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 11,254,000 328,307 8.03%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 9,630,000 301,308 6.87%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 9,159,000 235,508 6.53%
ISHARES TR    (USA QUALITY FCTR) QUAL 8,947,000 96,829 6.38%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 7,943,000 267,983 5.66%
ISHARES TR    (NATIONAL MUN ETF) MUB 6,824,000 59,804 4.87%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 6,339,000 187,045 4.52%
ISHARES TR    (USA MOMENTUM FCT) 6,168,000 51,723 4.40%
FIRST TR EXCHANG TRADED FD I    (MANAGD MUN ETF) FMB 6,121,000 110,174 4.36%
ISHARES TR    (CRE U S REIT ETF) FTY 4,297,000 77,361 3.06%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 3,970,000 73,895 2.83%
ISHARES TR    (GLOBAL REIT ETF) REET 3,681,000 131,098 2.62%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 3,658,000 121,935 2.61%
SPDR SERIES TRUST    (PORTFLI TIPS ETF) IPE 3,549,000 124,456 2.53%
SPDR SERIES TRUST    (S&P 400 MDCP VAL) EMV 3,113,000 60,649 2.22%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 3,063,000 87,884 2.18%
SPDR SERIES TRUST    (S&P 600 SMCP GRW) DSG 2,848,000 47,789 2.03%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 2,708,000 36,958 1.93%
SPDR SERIES TRUST    (S&P 600 SMCP VAL) DSV 2,572,000 41,990 1.83%
SPDR SERIES TRUST    (PRTFLO S&P500 HI) 1,229,000 32,368 0.87%
CREDIT ACCEP CORP MICH    (COM) CACC 1,107,000 2,400 0.79%
ISHARES TR    (CORE S&P500 ETF) IVV 901,000 3,018 0.64%
APPLE INC    (COM) AAPL 881,000 3,934 0.62%
FIDELITY NATL INFORMATION SV    (COM) FIS 840,000 6,329 0.59%
VANGUARD GROUP    (DIV APP ETF) VIG 789,000 6,596 0.56%
MICROSOFT CORP    (COM) MSFT 588,000 4,229 0.41%
INVESCO EXCHNG TRADED FD TR    (S&P MIDCP LOW) 573,000 10,893 0.40%
AMAZON COM INC    (COM) AMZN 561,000 323 0.40%
VANGUARD INDEX FDS    (MID CAP ETF) VO 525,000 3,131 0.37%
ISHARES TR    (0-5YR HI YL CP) SHYG 524,000 11,269 0.37%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 515,000 1,735 0.36%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 476,000 2,865 0.33%
ORACLE CORP    (COM) ORCL 461,000 8,372 0.32%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 389,000 2,629 0.27%
EXXON MOBIL CORP    (COM) XOM 357,000 5,050 0.25%
BOEING CO    (COM) BA 341,000 895 0.24%
NORFOLK SOUTHERN CORP    (COM) NSC 331,000 1,840 0.23%
ROCKWELL AUTOMATION INC    (COM) ROK 326,000 1,981 0.23%
SPDR SERIES TRUST    (NUV HGHYLD MUN) HYMB 320,000 5,394 0.22%
ISHARES TR    (MSCI EAFE ETF) EFA 313,000 4,793 0.22%
SPDR SERIES TRUST    (SSGA US LRG ETF) LGLV 301,000 2,700 0.21%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 284,000 5,454 0.20%
VISA INC    (COM CL A) V 262,000 1,522 0.18%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 255,000 2,253 0.18%
STRYKER CORP    (COM) SYK 255,000 1,177 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 244,000 1,172 0.17%
ISHARES TR    (MSCI KLD400 SOC) DSI 230,000 2,074 0.16%
GENERAL DYNAMICS CORP    (COM) GD 230,000 1,258 0.16%
HOME DEPOT INC    (COM) HD 227,000 978 0.16%
AT&T INC    (COM) T 226,000 5,969 0.16%
INVESCO EXCHNG TRADED FD TR    (S&P SMLCP LOW) 225,000 4,596 0.16%
HONEYWELL INTL INC    (COM) HON 222,000 1,312 0.15%
DISNEY WALT CO    (COM DISNEY) DIS 219,000 1,679 0.15%
ISHARES TR    (S&P 500 GRWT ETF) IVW 215,000 1,195 0.15%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 209,000 2,945 0.14%
ISHARES TR    (CORE S&P MCP ETF) IJH 200,000 1,037 0.14%
FORD MTR CO DEL    (COM) F 116,000 12,669 0.08%
Total Value As 2019-09-30: 140,098,000 SEC FILING
* Portfolios do not reflect changes after reporting
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