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STOCK TICKER:

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

AE Wealth Management LLC INSTITUTION : AE Wealth Management LLC
AE Wealth Management LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-15) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 301,339,000 1,018,725 6.53%
ISHARES TR    (RUS TP200 GR ETF) IWY 128,905,000 1,334,692 2.79%
APPLE INC    (COM) AAPL 109,771,000 373,816 2.38%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 95,955,000 2,177,818 2.08%
ISHARES TR    (RUS TP200 VL ETF) IWX 92,627,000 1,583,094 2.01%
ISHARES TR    (CORE S&P500 ETF) IVV 82,729,000 255,937 1.79%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 72,505,000 1,363,637 1.57%
ISHARES TR    (USD INV GRDE ETF) CFT 66,124,000 1,134,210 1.43%
ISHARES TR    (20 YR TR BD ETF) TLT 63,475,000 468,521 1.37%
ISHARES INC    (CORE MSCI EMKT) IEMG 60,360,000 1,122,774 1.30%
ISHARES TR    (EAFE VALUE ETF) EFV 55,992,000 1,121,412 1.21%
ISHARES TR    (RUS MDCP VAL ETF) IWS 53,708,000 566,717 1.16%
INVESCO QQQ TR    (UNIT SER 1) 52,265,000 245,824 1.13%
ISHARES TR    (CORE US AGGBD ET) AGG 47,118,000 419,308 1.02%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 44,042,000 668,313 0.95%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 43,294,000 711,719 0.93%
MICROSOFT CORP    (COM) MSFT 42,755,000 271,119 0.92%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 42,590,000 1,305,247 0.92%
ISHARES TR    (EAFE SML CP ETF) SCZ 41,039,000 658,947 0.89%
ISHARES TR    (EAFE GRWTH ETF) EFG 40,537,000 468,796 0.87%


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MAJOR GURUS:
Warren Buffett
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George Soros

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