Ford Financial Group

Ford Financial Group as of March 31, 2021

Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 99 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Prtflo S&p500 Vl (SPYV) 11.5 $27M 705k 37.90
Spdr Portfolio Prtflo S&p500 Gw (SPYG) 11.1 $26M 457k 56.40
Vanguard Total Total Stk Mkt (VTI) 10.4 $24M 118k 206.69
Ishares Core Core Msci Eafe (IEFA) 4.8 $11M 156k 72.05
Wisdomtree 90/60 90/60 Balnced Fd (NTSX) 3.6 $8.3M 223k 37.33
Vanguard Total Total Bnd Mrkt (BND) 3.3 $7.8M 92k 84.71
Ishares Core Core S&p Mcp Etf (IJH) 3.0 $7.0M 27k 260.26
Ishares Russ Rus Mdcp Val Etf (IWS) 2.9 $6.8M 62k 109.29
Vanguard Small Sml Cp Grw Etf (VBK) 2.9 $6.8M 25k 274.65
Ishares Russell Rus Md Cp Gr Etf (IWP) 2.7 $6.2M 61k 102.05
Ishares Core Core S&p500 Etf (IVV) 2.5 $5.9M 15k 397.80
Vanguard Intermediate Int-term Corp (VCIT) 2.5 $5.7M 62k 93.02
Vanguard Small Sm Cp Val Etf (VBR) 2.4 $5.6M 34k 165.60
Ishares Core Core Msci Emkt (IEMG) 2.0 $4.7M 73k 64.36
Invesco S&p S&p500 Pur Val (RPV) 1.9 $4.3M 59k 73.98
Ishares Msci Msci Usa Qlt Fct (QUAL) 1.7 $4.1M 33k 121.75
Ishares S&p Core S&p Us Gwt (IUSG) 1.7 $4.0M 44k 90.77
Ishares Msci Msci Eafe Etf (EFA) 1.6 $3.8M 50k 75.87
Cornerstone Strategic Value (CLM) 1.6 $3.6M 271k 13.47
Ishares Russell Russell 2000 Etf (IWM) 1.5 $3.4M 15k 220.88
Cornerstone Total Rtrn Fd In (CRF) 1.4 $3.4M 254k 13.24
Spdr Ssga Mult Ass Rlrtn (RLY) 1.3 $3.0M 113k 26.65
Apple (AAPL) 1.2 $2.8M 23k 122.13
Ishares Broad Broad Usd High (USHY) 1.0 $2.3M 57k 41.17
Ishares Core Core S&p Us Vlu (IUSV) 1.0 $2.3M 33k 68.89
First Trust First Tr Enh New (FTSM) 0.9 $2.0M 33k 59.97
Invesco Qqq Unit Ser 1 (QQQ) 0.8 $1.8M 5.7k 319.14
Ishares Msci Msci Usa Min Vol (USMV) 0.8 $1.8M 26k 69.19
Ishares Jpmorgan Jpmorgan Usd Emg (EMB) 0.7 $1.7M 16k 108.85
Ishares Gold Ishares 0.7 $1.7M 103k 16.26
Ishares Core Core S&p Scp Etf (IJR) 0.7 $1.5M 14k 108.52
Amazon (AMZN) 0.6 $1.5M 471.00 3093.42
Teladoc (TDOC) 0.5 $1.3M 6.9k 181.62
Realty Income (O) 0.5 $1.2M 20k 63.50
Visa Com Cl A (V) 0.5 $1.2M 5.9k 211.56
Chevron Corporation (CVX) 0.5 $1.2M 11k 104.72
Vanguard Dividend Div App Etf (VIG) 0.4 $997k 6.8k 146.96
Jpmorgan Ultra Shrt Inc (JPST) 0.4 $992k 20k 50.72
First Trust SHS (FVD) 0.4 $975k 26k 37.98
Global X Nasdaq 100 Cover (QYLD) 0.4 $931k 41k 22.56
Berkshire Hathaway Cl B New (BRK.B) 0.4 $853k 3.3k 255.24
Franklin Templeton (FTF) 0.4 $815k 89k 9.19
Microsoft Corporation (MSFT) 0.3 $783k 3.3k 235.70
Ishares Core Core Div Grwth (DGRO) 0.3 $759k 16k 48.25
Boeing Company (BA) 0.3 $753k 3.0k 254.65
Rivernorth Doubleline Strate (OPP) 0.3 $692k 46k 15.09
First Trust Dj Internt Idx (FDN) 0.3 $627k 2.9k 217.86
Spdr Blackstone Blackstone Senr (SRLN) 0.3 $591k 13k 45.67
Paypal Holdings (PYPL) 0.2 $574k 2.4k 242.71
Ishares Msci Msci Eafe Min Vl (EFAV) 0.2 $556k 7.6k 72.92
Ishares Tips Tips Bd Etf (TIP) 0.2 $512k 4.1k 125.52
Invesco S&p S&p500 Eql Wgt (RSP) 0.2 $497k 3.5k 141.56
Vanguard Mid Mcap Vl Idxvip (VOE) 0.2 $468k 3.5k 134.68
Essential Properties Realty reit (EPRT) 0.2 $464k 20k 22.80
Cisco Systems (CSCO) 0.2 $461k 8.9k 51.69
Union Pacific Corporation (UNP) 0.2 $459k 2.1k 220.04
At&t (T) 0.2 $450k 15k 30.25
Exxon Mobil Corporation (XOM) 0.2 $444k 8.0k 55.79
SPDR S&P Tr Unit (SPY) 0.2 $412k 1.0k 396.54
Vanguard Mega Mega Grwth Ind (MGK) 0.2 $394k 1.9k 206.82
General Mills (GIS) 0.2 $374k 6.1k 61.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $370k 179.00 2067.04
Calamos (CCD) 0.2 $359k 11k 31.95
Adobe Systems Incorporated (ADBE) 0.1 $347k 730.00 475.34
Johnson & Johnson (JNJ) 0.1 $346k 2.1k 163.98
Central Valley Community Ban 0.1 $334k 18k 18.39
Costco Wholesale Corporation (COST) 0.1 $329k 935.00 351.87
Walt Disney Company (DIS) 0.1 $329k 1.8k 184.31
Intel Corporation (INTC) 0.1 $320k 5.0k 64.00
Harley-Davidson (HOG) 0.1 $320k 8.0k 40.00
Ishares Msci Msci Usa Mmentm (MTUM) 0.1 $317k 2.0k 160.75
Cigna Corp (CI) 0.1 $313k 1.3k 241.33
Sempra Energy (SRE) 0.1 $301k 2.3k 132.31
Home Depot (HD) 0.1 $288k 944.00 305.08
salesforce (CRM) 0.1 $279k 1.3k 211.68
Compass Diversified Sh Ben Int (CODI) 0.1 $270k 12k 23.14
Pepsi (PEP) 0.1 $269k 1.9k 140.99
Spdr Doubleline Spdr Tr Tactic (TOTL) 0.1 $267k 5.6k 48.04
Spdr Series S&p Divid Etf (SDY) 0.1 $264k 2.2k 118.07
Invesco SHS (IVZ) 0.1 $261k 10k 25.19
Facebook Cl A (META) 0.1 $259k 882.00 293.65
Medical Properties Trust (MPW) 0.1 $253k 12k 21.22
Verizon Communications (VZ) 0.1 $250k 4.3k 58.13
Voya Global Eq Div & Pr Opp (IGD) 0.1 $250k 44k 5.69
Tesla Motors (TSLA) 0.1 $245k 368.00 665.76
Ishares U S U.s. Fixed Incme (FIBR) 0.1 $235k 2.4k 99.75
Ishares Floating Fltg Rate Nt Etf (FLOT) 0.1 $232k 4.6k 50.68
3M Company (MMM) 0.1 $231k 1.2k 192.18
Alibaba Group Sponsored Ads (BABA) 0.1 $229k 1.0k 226.51
Eversource Energy (ES) 0.1 $228k 2.6k 86.30
Calamos Convertible Sh Ben Int (CHI) 0.1 $213k 15k 14.20
UnitedHealth (UNH) 0.1 $203k 548.00 370.44
Bank of America Corporation (BAC) 0.1 $200k 5.2k 38.58
Nuveen Municipal Com Sh Ben Int (NZF) 0.1 $193k 12k 16.08
Ivy High Income Opportunities 0.1 $173k 13k 13.62
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $166k 18k 9.25
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $164k 13k 12.60
Eaton Vance Sh Ben Int (CEV) 0.1 $145k 11k 13.18
Kayne Anderson MLP Investment (KYN) 0.0 $71k 10k 7.10