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

Confluence Wealth Management LLC INSTITUTION : Confluence Wealth Management LLC
Confluence Wealth Management LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-08) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 16,478,000 55,201 8.07%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 13,786,000 234,329 6.75%
ISHARES TR    (MSCI EAFE ETF) EFA 12,130,000 186,022 5.94%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 11,841,000 33,593 5.79%
FLEXSHARES TR    (QUALT DIVD IDX) QDF 10,297,000 226,604 5.04%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 8,321,000 28,038 4.07%
ISHARES TR    (RUS MID CAP ETF) IWR 7,668,000 137,052 3.75%
ISHARES TR    (MSCI EMG MKT ETF) EEM 6,367,000 155,789 3.11%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 6,245,000 89,554 3.05%
ISHARES TR    (RUSSELL 2000 ETF) IWM 5,261,000 34,762 2.57%
ISHARES TR    (INTRM GOV CR ETF) GVI 4,318,000 38,138 2.11%
APPLE INC    (COM) AAPL 4,262,000 19,028 2.08%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 3,853,000 153,325 1.88%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,805,000 17,571 1.37%
US BANCORP DEL    (COM) USB 2,499,000 45,156 1.22%
MICROSOFT CORP    (COM) MSFT 2,470,000 17,769 1.20%
ISHARES TR    (RUS 1000 ETF) IWB 2,468,000 14,997 1.20%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 2,181,000 14,442 1.06%
BOEING CO    (COM) BA 2,150,000 5,652 1.05%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,859,000 46,175 0.91%


Investing Just Like
Confluence Wealth Management LLC

Matching performance of Confluence Wealth Management LLC 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.*