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STOCK TICKER:

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

SIGNATUREFD, LLC INSTITUTION : SIGNATUREFD, LLC
SIGNATUREFD, LLC Portfolio (reported on 2021-04-30)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 340,073,000 5,423,816 15.03%
ISHARES TR    (RUS 1000 GRW ETF) IWF 222,449,000 915,279 9.83%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 200,440,000 1,362,795 8.86%
ISHARES TR    (MSCI USA VALUE) VLUE 180,370,000 1,760,395 7.97%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 148,091,000 691,757 6.54%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 100,431,000 1,978,751 4.44%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 80,851,000 1,553,330 3.57%
ISHARES TR    (CORE S&P US VLU) IWW 56,328,000 817,539 2.49%
ISHARES TR    (S&P 100 ETF) OEF 47,551,000 264,424 2.10%
APPLE INC    (COM) AAPL 40,278,000 331,522 1.78%
AMAZON COM INC    (COM) AMZN 23,651,000 8,036 1.04%
MICROSOFT CORP    (COM) MSFT 23,162,000 98,241 1.02%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 21,238,000 58,380 0.93%
VANGUARD INDEX FDS    (VALUE ETF) VTV 20,441,000 155,490 0.90%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 20,410,000 240,913 0.90%
COCA COLA CO    (COM) KO 15,726,000 298,345 0.69%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 14,046,000 286,007 0.62%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 13,493,000 52,495 0.59%
PELOTON INTERACTIVE INC    (CL A COM) 12,847,000 114,254 0.56%
ALPHABET INC    (CAP STK CL A) GOOGL 12,592,000 6,105 0.55%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 12,584,000 49,259 0.55%
ROLLINS INC    (COM) ROL 12,551,000 364,649 0.55%
ISHARES TR    (MSCI USA MIN VOL) USMV 12,117,000 175,124 0.53%
HOME DEPOT INC    (COM) HD 11,255,000 36,870 0.49%
UNITED PARCEL SERVICE INC    (CL B) UPS 11,048,000 64,993 0.48%
FACEBOOK INC    (CL A) FB 10,126,000 34,379 0.44%
JOHNSON & JOHNSON    (COM) JNJ 8,430,000 51,292 0.37%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 7,624,000 78,361 0.33%
ISHARES TR    (MSCI ACWI EX US) ACWX 6,996,000 126,785 0.30%
JPMORGAN CHASE & CO    (COM) JPM 6,348,000 41,703 0.28%
PROCTER AND GAMBLE CO    (COM) PG 5,609,000 41,414 0.24%
ISHARES TR    (RUS 1000 VAL ETF) IWD 5,496,000 36,263 0.24%
WALMART INC    (COM) WMT 5,417,000 39,881 0.23%
LKQ CORP    (COM) LKQX 5,147,000 121,581 0.22%
UNITEDHEALTH GROUP INC    (COM) UNH 5,066,000 13,616 0.22%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 5,020,000 42,444 0.22%
VISA INC    (COM CL A) V 4,919,000 23,231 0.21%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 4,891,000 23,666 0.21%
TESLA INC    (COM) TSLA 4,798,000 8,125 0.21%
ALPHABET INC    (CAP STK CL C) GOOG 4,636,000 2,241 0.20%
NVIDIA CORPORATION    (COM) NVDA 4,516,000 8,459 0.19%
CISCO SYS INC    (COM) CSCO 4,494,000 86,907 0.19%
DISNEY WALT CO    (COM) DIS 4,273,000 23,159 0.18%
ABBOTT LABS    (COM) ABT 4,118,000 34,361 0.18%
ISHARES TR    (CORE S&P500 ETF) IVV 4,117,000 10,350 0.18%
ISHARES TR    (MSCI EMG MKT ETF) EEM 4,013,000 75,232 0.17%
INTEL CORP    (COM) INTC 3,686,000 57,589 0.16%
PAYPAL HLDGS INC    (COM) PYPL 3,602,000 14,832 0.15%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,543,000 15,625 0.15%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 3,408,000 7,170 0.15%
BK OF AMERICA CORP    (COM) BAC 3,366,000 86,990 0.14%
NEXTERA ENERGY INC    (COM) NEE 3,359,000 44,431 0.14%
NCINO INC    (COM) 3,322,000 49,786 0.14%
MASTERCARD INCORPORATED    (CL A) MA 3,264,000 9,167 0.14%
ABBVIE INC    (COM) ABBV 3,194,000 29,516 0.14%
ISHARES TR    (NATIONAL MUN ETF) MUB 3,186,000 27,454 0.14%
TEXAS INSTRS INC    (COM) TXN 3,155,000 16,694 0.13%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,115,000 53,576 0.13%
LILLY ELI & CO    (COM) LLY 3,080,000 16,485 0.13%
AT&T INC    (COM) T 3,052,000 100,822 0.13%
ISHARES TR    (RUSSELL 2000 ETF) IWM 3,040,000 13,760 0.13%
NETFLIX INC    (COM) NFLX 3,008,000 5,766 0.13%
PFIZER INC    (COM) PFE 2,981,000 82,282 0.13%
ISHARES TR    (MSCI ACWI ETF) ACWI 2,946,000 30,966 0.13%
AMGEN INC    (COM) AMGN 2,920,000 11,735 0.12%
COMCAST CORP NEW    (CL A) CMCSA 2,899,000 53,581 0.12%
EXXON MOBIL CORP    (COM) XOM 2,739,000 49,063 0.12%
PEPSICO INC    (COM) PEP 2,691,000 19,023 0.11%
SOUTHERN CO    (COM) SO 2,642,000 42,509 0.11%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,628,000 9,514 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,604,000 5,706 0.11%
COSTCO WHSL CORP NEW    (COM) COST 2,558,000 7,256 0.11%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 2,466,000 9,863 0.10%
GAMESTOP CORP NEW    (CL A) GME 2,450,000 12,906 0.10%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 2,299,000 36,416 0.10%
MERCK & CO. INC    (COM) MRK 2,297,000 29,795 0.10%
AXIS CAP HLDGS LTD    (SHS) AXS 2,295,000 46,291 0.10%
BOEING CO    (COM) BA 2,270,000 8,910 0.10%
MCDONALDS CORP    (COM) MCD 2,218,000 9,897 0.09%
DANAHER CORPORATION    (COM) DHR 2,136,000 9,492 0.09%
BROADCOM INC    (COM) 2,052,000 4,426 0.09%
SHERWIN WILLIAMS CO    (COM) SHW 1,976,000 2,677 0.08%
INVESCO QQQ TR    (UNIT SER 1) 1,965,000 6,158 0.08%
AVALARA INC    (COM) 1,957,000 14,670 0.08%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,956,000 11,361 0.08%
NEW YORK CMNTY BANCORP INC    (COM) NYB 1,956,000 154,964 0.08%
BWX TECHNOLOGIES INC    (COM) BWXT 1,938,000 29,383 0.08%
LIVE OAK BANCSHARES INC    (COM) 1,922,000 28,067 0.08%
HONEYWELL INTL INC    (COM) HON 1,917,000 8,831 0.08%
FIVE BELOW INC    (COM) FIVE 1,895,000 9,934 0.08%
SYNOVUS FINL CORP    (COM NEW) SNV 1,890,000 41,306 0.08%
TRUIST FINL CORP    (COM) 1,879,000 32,224 0.08%
SPDR GOLD TR    (GOLD SHS) GLD 1,865,000 16,635 0.08%
NIKE INC    (CL B) NKE 1,823,000 13,716 0.08%
LOWES COS INC    (COM) LOW 1,774,000 9,326 0.07%
GOLUB CAP BDC INC    (COM) GBDC 1,735,000 118,642 0.07%
STARBUCKS CORP    (COM) SBUX 1,725,000 15,789 0.07%
ISHARES TR    (CORE US AGGBD ET) AGG 1,724,000 15,148 0.07%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,721,000 4,725 0.07%
ORACLE CORP    (COM) ORCL 1,712,000 24,401 0.07%
ASML HOLDING N V    (N Y REGISTRY SHS) ASML 1,692,000 2,740 0.07%
SALESFORCE COM INC    (COM) CRM 1,675,000 7,908 0.07%
TARGET CORP    (COM) TGT 1,668,000 8,421 0.07%
CATERPILLAR INC    (COM) CAT 1,663,000 7,173 0.07%
NOVARTIS AG    (SPONSORED ADR) NVS 1,598,000 18,695 0.07%
NOVO-NORDISK A S    (ADR) NVO 1,584,000 23,501 0.07%
QUALCOMM INC    (COM) QCOM 1,565,000 11,807 0.06%
DELTA AIR LINES INC DEL    (COM NEW) DAL 1,530,000 31,896 0.06%
UNION PAC CORP    (COM) UNP 1,496,000 6,789 0.06%
MICRON TECHNOLOGY INC    (COM) MU 1,480,000 16,780 0.06%
3M CO    (COM) MMM 1,470,000 7,629 0.06%
PHILIP MORRIS INTL INC    (COM) PM 1,449,000 16,334 0.06%
ISHARES GOLD TR    (ISHARES) IAU 1,449,000 89,096 0.06%
DUKE ENERGY CORP NEW    (COM NEW) DUK 1,447,000 14,987 0.06%
HANESBRANDS INC    (COM) HBI 1,420,000 72,191 0.06%
UNITED MICROELECTRONICS CORP    (SPON ADR NEW) UMC 1,418,000 155,669 0.06%
HAVERTY FURNITURE COS INC    (CL A) HVT/A 1,412,000 38,252 0.06%
SHOPIFY INC    (CL A) 1,412,000 1,276 0.06%
ISHARES SILVER TR    (ISHARES) SLV 1,401,000 61,716 0.06%
CVS HEALTH CORP    (COM) CVS 1,399,000 18,593 0.06%
BLACKROCK INC    (COM) BLK 1,393,000 1,847 0.06%
CHEVRON CORP NEW    (COM) CVX 1,374,000 13,116 0.06%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 1,342,000 4,177 0.05%
L3HARRIS TECHNOLOGIES INC    (COM) 1,342,000 6,621 0.05%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,332,000 18,483 0.05%
CASTLE BIOSCIENCES INC    (COM) 1,326,000 19,365 0.05%
NORFOLK SOUTHN CORP    (COM) NSC 1,317,000 4,903 0.05%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 1,294,000 9,447 0.05%
SUMITOMO MITSUI FINL GROUP I    (SPONSORED ADR) SMFG 1,294,000 178,421 0.05%
SONY CORP    (SPONSORED ADR) SNE 1,289,000 12,159 0.05%
BAUSCH HEALTH COS INC    (COM) 1,271,000 40,033 0.05%
CHUNGHWA TELECOM CO LTD    (SPON ADR NEW11) CHT 1,268,000 32,407 0.05%
INVESCO ACTIVELY MANAGED ETF    (VAR RATE INVT) 1,262,000 50,333 0.05%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 1,256,000 8,047 0.05%
MONDELEZ INTL INC    (CL A) MDLZ 1,240,000 21,191 0.05%
ALTRIA GROUP INC    (COM) MO 1,223,000 24,502 0.05%
VEDANTA LIMITED    (SPONSORED ADR) 1,211,000 96,347 0.05%
NORTHROP GRUMMAN CORP    (COM) NOC 1,209,000 3,737 0.05%
ASTRAZENECA PLC    (SPONSORED ADR) AZN 1,198,000 24,103 0.05%
GENERAL MLS INC    (COM) GIS 1,192,000 19,441 0.05%
APPLIED MATLS INC    (COM) AMAT 1,187,000 8,888 0.05%
FISERV INC    (COM) FISV 1,161,000 9,753 0.05%
INTUIT    (COM) INTU 1,158,000 3,023 0.05%
EQUIFAX INC    (COM) EFX 1,144,000 6,315 0.05%
MEDTRONIC PLC    (SHS) MDT 1,137,000 9,629 0.05%
ANTHEM INC    (COM) ANTM 1,092,000 3,041 0.04%
STRYKER CORPORATION    (COM) SYK 1,070,000 4,393 0.04%
MORGAN STANLEY    (COM NEW) MS 1,070,000 13,778 0.04%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,061,000 9,780 0.04%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 1,059,000 1,716 0.04%
POPULAR INC    (COM NEW) BPOP 1,052,000 14,954 0.04%
CLOROX CO DEL    (COM) CLX 1,050,000 5,443 0.04%
RAYTHEON TECHNOLOGIES CORP    (COM) 1,047,000 13,554 0.04%
LAM RESEARCH CORP    (COM) LRCX 1,046,000 1,758 0.04%
INNOVATOR ETFS TR    (S&P 500 PWR BUFR) 1,020,000 34,554 0.04%
MOODYS CORP    (COM) MCO 1,017,000 3,406 0.04%
LOCKHEED MARTIN CORP    (COM) LMT 1,014,000 2,745 0.04%
ALLY FINL INC    (COM) ALLY 1,010,000 22,336 0.04%
RIO TINTO PLC    (SPONSORED ADR) RTP 1,010,000 13,004 0.04%
BHP GROUP LTD    (SPONSORED ADS) BHP 1,005,000 14,478 0.04%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,004,000 15,604 0.04%
CUMMINS INC    (COM) CMI 992,000 3,828 0.04%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 990,000 16,309 0.04%
ILLINOIS TOOL WKS INC    (COM) ITW 982,000 4,431 0.04%
POSCO    (SPONSORED ADR) PKX 980,000 13,571 0.04%
PRUDENTIAL FINL INC    (COM) PRU 972,000 10,669 0.04%
MONSTER BEVERAGE CORP NEW    (COM) MNST 969,000 10,638 0.04%
AMERICAN TOWER CORP NEW    (COM) AMT 963,000 4,027 0.04%
FIDELITY NATL INFORMATION SV    (COM) FIS 961,000 6,837 0.04%
GLOBAL PMTS INC    (COM) GPN 954,000 4,733 0.04%
LINDE PLC    (SHS) 953,000 3,401 0.04%
TWILIO INC    (CL A) 952,000 2,795 0.04%
ARCHER DANIELS MIDLAND CO    (COM) ADM 944,000 16,558 0.04%
ROYAL BK CDA    (COM) RY 941,000 10,208 0.04%
DEERE & CO    (COM) DE 938,000 2,506 0.04%
SOUTH ST CORP    (COM) SSB 934,000 11,902 0.04%
VANGUARD INDEX FDS    (MID CAP ETF) VO 915,000 4,132 0.04%
SKYWORKS SOLUTIONS INC    (COM) SWKS 914,000 4,983 0.04%
UNILEVER PLC    (SPON ADR NEW) UL 913,000 16,355 0.04%
LISTED FD TR    (CABOT GROWTH ETF) 902,000 30,151 0.03%
S&P GLOBAL INC    (COM) SPGI 879,000 2,492 0.03%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 876,000 9,062 0.03%
EMERSON ELEC CO    (COM) EMR 875,000 9,694 0.03%
DOLLAR GEN CORP NEW    (COM) DG 868,000 4,283 0.03%
GOLDMAN SACHS GROUP INC    (COM) GS 866,000 2,648 0.03%
ANALOG DEVICES INC    (COM) ADI 865,000 5,579 0.03%
ZOETIS INC    (CL A) ZTS 862,000 5,472 0.03%
COLGATE PALMOLIVE CO    (COM) CL 862,000 10,935 0.03%
JD.COM INC    (SPON ADR CL A) JD 855,000 10,136 0.03%
KB FINL GROUP INC    (SPONSORED ADR) KB 849,000 17,174 0.03%
PPG INDS INC    (COM) PPG 849,000 5,650 0.03%
AMERICAN EXPRESS CO    (COM) AXP 848,000 5,999 0.03%
BP PLC    (SPONSORED ADR) BP 837,000 34,367 0.03%
INFOSYS LTD    (SPONSORED ADR) INFY 836,000 44,632 0.03%
SCHWAB CHARLES CORP    (COM) SCHW 827,000 12,689 0.03%
GILEAD SCIENCES INC    (COM) GILD 823,000 12,728 0.03%
NIO INC    (SPON ADS) 823,000 21,123 0.03%
ISHARES TR    (S&P 500 GRWT ETF) IVW 822,000 12,629 0.03%
SERVICENOW INC    (COM) NOW 820,000 1,639 0.03%
FEDEX CORP    (COM) FDX 815,000 2,870 0.03%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2021-03-31: 2,261,431,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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