Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ADVICEPERIOD, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
4,253,726 |
$177,423k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
628,179 |
$94,283k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
1,938,548 |
$82,447k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
251,027 |
$73,990k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
867,564 |
$49,757k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
850,068 |
$43,728k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
306,897 |
$34,116k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
467,284 |
$32,967k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
244,862 |
$31,964k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
922,362 |
$29,599k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
472,391 |
$29,006k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
1,110,662 |
$27,933k |
|
|
VANGUARD WHITEHALL FDS INC (921946885)
|
317,980 |
$25,572k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
203,640 |
$23,030k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
262,505 |
$21,140k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
76,958 |
$20,713k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
64,349 |
$18,854k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
166,489 |
$18,537k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
164,739 |
$14,250k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
112,225 |
$13,084k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
137,803 |
$12,044k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
62,173 |
$10,121k |
|
|
VANGUARD INDEX FDS (922908652)
|
80,044 |
$9,492k |
|
|
VANGUARD GROUP (921908844)
|
79,705 |
$9,179k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
110,172 |
$8,624k |
|
|
ISHARES (464287242)
|
61,293 |
$7,624k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
44,007 |
$6,843k |
|
|
ISHARES TR (464288372)
|
145,917 |
$6,741k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
58,490 |
$6,629k |
|
|
ISHARES TR (464288356)
|
105,043 |
$6,370k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
123,220 |
$6,283k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
121,088 |
$6,071k |
|
|
ISHARES TR (464288679)
|
52,080 |
$5,932k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
35,019 |
$5,854k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
51,038 |
$5,723k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
58,973 |
$5,256k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
32,476 |
$5,110k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
189,894 |
$4,987k |
|
|
ISHARES (464287630)
|
41,201 |
$4,965k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
88,087 |
$4,647k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
69,166 |
$4,610k |
|
|
ISHARES (464288638)
|
77,317 |
$4,403k |
|
|
ISHARES TR (464287457)
|
49,766 |
$4,219k |
|
|
ISHARES (464287465)
|
63,840 |
$4,196k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
24,500 |
$4,003k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
26,531 |
$3,336k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
57,421 |
$3,225k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
28,999 |
$3,126k |
|
|
VANGUARD MALVERN FDS (922020805)
|
61,768 |
$3,046k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
23,655 |
$3,009k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
51,028 |
$2,851k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
42,261 |
$2,240k |
|
|
ISHARES TR (464288257)
|
25,382 |
$1,871k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
11,695 |
$1,832k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
24,696 |
$1,733k |
|
|
ISHARES (464288273)
|
29,067 |
$1,670k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
21,977 |
$1,652k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
10,471 |
$1,493k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
7,221 |
$1,451k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
13,658 |
$1,235k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
7,058 |
$1,228k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
22,000 |
$1,168k |
|
|
ISHARES (464288646)
|
20,693 |
$1,106k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
10,700 |
$933k |
|
|
VANGUARD INTL EQUITY INDEX FD (922042676)
|
14,317 |
$845k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
18,616 |
$827k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
4,122 |
$768k |
|
|
ISHARES (464288869)
|
8,194 |
$764k |
|
|
ISHARES TR (464288596)
|
4,167 |
$486k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
3,204 |
$478k |
|
|
VANGUARD WORLD FDS (92204A306)
|
5,540 |
$471k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,076 |
$438k |
|
|
ISHARES TR (464287176)
|
3,701 |
$433k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
4,450 |
$389k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
6,402 |
$352k |
|
|
VANGUARD INDEX FDS (922908637)
|
2,591 |
$349k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,770 |
$341k |
|
|
ISHARES (464287879)
|
2,010 |
$299k |
|
|
ISHARES RUS (464287689)
|
1,695 |
$292k |
|
|
Vanguard International Dividen (921946810)
|
3,861 |
$263k |
|
|
ISHARES (464287705)
|
1,596 |
$255k |
|
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