Sightline Wealth Advisors

Sightline Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 52 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco S&P 500 Equal Weight ETF Equity (RSP) 17.2 $18M 137k 127.54
Goldman Sachs Acces Equity (GBIL) 11.9 $12M 121k 100.12
Schwab International Equity (SCHF) 8.5 $8.6M 240k 36.01
Schwab US Mid Cap Etf Equity (SCHM) 7.6 $7.7M 113k 68.18
Schwab Emerging Markets Equity (SCHE) 6.3 $6.4M 209k 30.65
Schwab US Small Cap Etf Equity (SCHA) 5.9 $6.0M 67k 89.00
Ishares Core S&P 500 Equity (IVV) 5.3 $5.4M 14k 375.38
Ishares Core Msci Totl Equity (IXUS) 3.8 $3.8M 57k 67.20
Pimco Income Strategy II Equity (PFN) 3.3 $3.4M 340k 9.93
Vanguard Mid Cap Etf Equity (VO) 3.2 $3.3M 16k 206.79
Spdr S&P 500 Etf Equity (SPY) 3.0 $3.0M 8.1k 373.89
Ark Innovation Etf Equity (ARKK) 1.7 $1.7M 14k 124.48
Invesco QQQ Trust Equity (QQQ) 1.3 $1.4M 4.3k 313.67
Ishares Russell 1000 Equity (IWB) 1.1 $1.1M 5.1k 211.76
Global X Superdividend Equity (DIV) 0.9 $963k 108k 8.89
Ishares Floating Rate Equity (FLOT) 0.9 $925k 18k 50.73
Spdr Portfolio S&P 600 Equity (SPSM) 0.9 $881k 25k 35.78
Spdr Blackstone Gso Equity (SRLN) 0.8 $855k 19k 45.65
Kraneshares Csi China Equity (KWEB) 0.8 $842k 11k 76.82
Wsdmtre Emrg Mkt Ex Stt Equity (XSOE) 0.8 $831k 21k 39.66
Schwab US Aggregate Bond Equity (SCHZ) 0.8 $782k 14k 56.03
Ishares Msci Emrg Mkt Equity (EEM) 0.7 $730k 14k 51.68
Ishares Russell 2000 Equity (IWM) 0.7 $729k 3.7k 195.92
Schwab Short Term US Equity (SCHO) 0.7 $701k 14k 51.41
Fidelity Msci Infor Tech Equity (FTEC) 0.7 $692k 6.6k 104.52
Defiance Next Gen Equity (FIVG) 0.7 $691k 21k 33.58
Delaware Investments Equity 0.7 $685k 52k 13.13
Spdr Nuveen Barclays Equity (SHM) 0.7 $681k 14k 49.81
Templeton Income Tr Equity (SABA) 0.7 $665k 121k 5.50
Vanguard Ftse All World Equity (VEU) 0.6 $650k 11k 58.34
Ark Genomic Revolution Equity (ARKG) 0.6 $603k 6.5k 93.20
Microsoft Corp Equity (MSFT) 0.6 $581k 2.6k 222.43
Pfizer Incorporated Equity (PFE) 0.6 $573k 16k 36.81
Vanguard Ftse Emerging Equity (VWO) 0.5 $525k 11k 50.09
Vanguard Ftse Etf Equity (VEA) 0.5 $503k 11k 47.24
Ishares Russell 1000 Equity (IWF) 0.5 $457k 1.9k 241.16
First Trust Internet Equity (FDN) 0.4 $448k 2.1k 212.22
Ishares Russell 3000 Equity (IWV) 0.4 $435k 1.9k 223.42
Schwab US Broad Market Equity (SCHB) 0.4 $374k 4.1k 91.11
Ishares Core Aggressive Equity (AOA) 0.3 $331k 5.2k 64.27
Vanguard Value Etf Equity (VTV) 0.3 $319k 2.7k 118.85
Ishares Msci Eafe Etf Equity (EFA) 0.3 $313k 4.3k 72.93
Ishares Global Utilities Equity (JXI) 0.3 $306k 5.1k 59.99
Nuveen Select Tax-Free I Equity 0.3 $285k 18k 15.90
Nuveen Amt Free Quality Equity (NEA) 0.2 $252k 17k 15.08
Vanguard Total Equity (BNDX) 0.2 $248k 4.2k 58.64
United States Treas NT Fixed 0.2 $239k 236k 1.01
Spdr Nuveen S&P High Equity (HYMB) 0.2 $235k 4.0k 58.99
Invesco FTSE RAFI US 1000 ETF Equity (PRF) 0.2 $223k 1.7k 133.13
Citigroup Equity (C) 0.2 $215k 3.5k 61.76
Pioneer Municipal High I Equity (MHI) 0.2 $189k 15k 12.46
Nuveen Municipal Value C Equity (NUV) 0.2 $189k 17k 11.13