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Top 10 Client Holdings

As of June 30th, 2021TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
Vanguard Dividend Appreciation ETF
VIG1.7%27.8%15.7%0.06%-46.8%More Info
SPDR S&P 500 Growth ETF
SPYG0.7%43.9%23.1%0.04%-68.2%More Info
iShares USA Momentum Factor ETF
MTUM0.4%35.5%17.7%0.15%-34.1%More Info
iShares USA Quality Factor ETFQUAL
1.3%39.9%18.8%0.15%-34.1%More Info
Amplify Black Swan US Growth & Treasury ETFSWAN
0.1%13.4%NA0.49%-12.8%More Info
Vanguard Total World Stock ETFVT
1.7%42.4%14.7%0.08%-50.3%More Info
iShares Global Low-Volatility ETF
ACWV1.7%20.4%9.9%0.20%-28.8%More Info
iShares MSCI USA ESG Select ETFSUSA1.0%47.0%21.0%0.25%-53.9%More Info
WisdomTree U.S. Quality Dividend Growth ETF
DGRW1.8%
27.8%
15.7%
0.28%
-32.0%
More Info
SPDR MSCI World Strategic Factors ETFQWLD
1.6%28.0%14.0%0.30%-31.9%More Info


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