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Top 10 Client Holdings

Investment Name
(as of 6/30/2020)
TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioFact Sheet
iShares Global Low-Volatility ETF
ACWV2.8%-4.0%4.5%0.20%More Info
SPDR S&P 500 Growth ETFSPYG1.3%15.7%18.8%0.04%More Info
iShares USA Momentum Factor ETFMTUM1.7%9.8%16.8%0.15%More Info
Vanguard Dividend Appreciation ETFVIG2.1%2.9%11.2%0.06%More Info
SPDR Intermediate Corporate Bond ETFSPIB2.7%7.4%5.2%0.07%More Info
iShares USA Quality Factor ETFQUAL1.6%5.1%11.5%0.15%More Info
First Trust S&P 500 Deep Buffer February ETFDFEB0.0%NANA0.85%More Info
SPDR Gold MiniShares ETFGLDM0.0%25.3%NA0.18%More Info
iShares Short Maturity Bond ETFNEAR2.7%1.7%2.1%0.25%More Info
First Trust Preferred Securities ETFFPE5.7%0.1%2.9%0.85%More Info


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