Institutional Manager · CIK 0001932496
Sanford Advisory Services, LLC
PORTAGE, MI · File #028-22579
Latest AUM
$419.9M
Positions
119
Top-10 Concentration
63.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Mar 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR MSCI USA MIN VOL | 46429B697 | 472,229 | $34.1M | 8.91% |
| 2 | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | NVGLF | 437,897 | $33.3M | 8.72% |
| 3 | ISHARES TR CORE S&P MCP ETF | 464287507 | 136,286 | $33.0M | 8.62% |
| 4 | ISHARES TR CORE S&P500 ETF | 464287200 | 76,657 | $29.5M | 7.71% |
| 5 | STRYKER CORPORATION | SYK | 116,485 | $28.5M | 7.45% |
| 6 | ISHARES TR CORE DIV GRWTH | 46434V621 | 545,970 | $27.3M | 7.14% |
| 7 | APPLE INCORPORATED | AAPL | 189,490 | $24.6M | 6.44% |
| 8 | ISHARES TRUST MSCI USA SMALL CAP | 46434V290 | 222,935 | $11.1M | 2.90% |
| 9 | ISHARES TR SELECT DIVID ETF | 464287168 | 89,715 | $10.8M | 2.83% |
| 10 | INVESCO S&P MIDCAP LOW VOLATILITY ETF | IVZ | 198,244 | $10.6M | 2.77% |
| 11 | VANGUARD SHORT-TERM BOND ETF | 921937827 | 123,557 | $9.3M | 2.43% |
| 12 | ISHARES INCORPORATED MSCI GBL MIN VOL | 464286525 | 89,940 | $8.5M | 2.24% |
| 13 | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 922908363 | 22,385 | $7.9M | 2.06% |
| 14 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 172,600 | $7.8M | 2.04% |
| 15 | ISHARES TR CORE US AGGBD ET | 464287226 | 77,038 | $7.5M | 1.95% |
| 16 | ISHARES TR CORE S&P TTL STK | 464287150 | 78,866 | $6.7M | 1.75% |
| 17 | DIMENSIONAL ETF TRUST INTL VALUE ETF | 25434V807 | 207,798 | $6.3M | 1.65% |
| 18 | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | WT | 144,450 | $5.9M | 1.55% |
| 19 | JPMORGAN ULTRA-SHORT INCOME ETF | 46641Q837 | 96,473 | $4.8M | 1.27% |
| 20 | ISHARES TR NATIONAL MUN ETF | 464288414 | 45,186 | $4.8M | 1.25% |