Sightline Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Sightline Wealth Advisors, LLC | Institutional Filer | ▲ 0.72% | $236.3M | 91 |
Current Portfolio Holdings
Showing all 91 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 371K | $27.3M | 11.57% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | — | 107K | $20.6M | 8.73% |
| 3 | VTV | VANGUARD INDEX FDS | — | 99K | $19.4M | 8.20% |
| 4 | SCHF | SCHWAB STRATEGIC TR | — | 560K | $13.9M | 5.87% |
| 5 | SCHA | SCHWAB STRATEGIC TR | — | 393K | $11.4M | 4.83% |
| 6 | VUG | VANGUARD INDEX FDS | — | 24K | $10.5M | 4.46% |
| 7 | SCHM | SCHWAB STRATEGIC TR | — | 332K | $10.3M | 4.35% |
| 8 | SCHJ | SCHWAB STRATEGIC TR | — | 374K | $9.2M | 3.91% |
| 9 | SCHV | SCHWAB STRATEGIC TR | — | 296K | $9.0M | 3.82% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | — | 88K | $6.6M | 2.79% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $5.6M | 2.35% |
| 12 | SPYG | SPDR SERIES TRUST | — | 56K | $5.5M | 2.31% |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | — | 84K | $5.4M | 2.29% |
| 14 | QQQ | Invesco QQQ Trust | — | 9K | $5.2M | 2.18% |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | — | 59K | $4.7M | 1.99% |
Showing 1 to 15 of 91 holdings