Snider Financial Group

Snider Financial Group as of Dec. 31, 2021

Portfolio Holdings for Snider Financial Group

Snider Financial Group holds 65 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.7 $16M 139k 113.30
Vanguard Specialized Funds Div App Etf (VIG) 5.8 $14M 80k 171.20
Ishares Tr Blackrock Ultra (ICSH) 5.8 $14M 271k 50.39
Ishares Tr Core S&p500 Etf (IVV) 5.0 $12M 25k 479.84
Ishares Tr Mbs Etf (MBB) 4.9 $11M 107k 107.00
Ishares Tr Core S&p Ttl Stk (ITOT) 4.8 $11M 106k 107.62
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 4.5 $11M 33k 325.70
Alphabet Cap Stk Cl C (GOOG) 4.0 $9.5M 3.3k 2901.35
Meta Platforms Cl A (META) 3.9 $9.1M 27k 338.52
Ishares Tr Msci Usa Value (VLUE) 3.9 $9.1M 82k 111.11
Goldman Sachs Etf Tr Acces Treasury (GBIL) 3.3 $7.9M 79k 100.05
Bank of America Corporation (BAC) 3.0 $7.0M 151k 46.18
Microsoft Corporation (MSFT) 2.7 $6.3M 19k 334.77
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $6.1M 52k 115.76
Ishares Tr Msci Usa Min Vol (USMV) 2.6 $6.0M 75k 80.40
Ishares Tr U.s. Med Dvc Etf (IHI) 2.4 $5.7M 88k 65.41
Citigroup Com New (C) 2.3 $5.5M 87k 63.10
Spdr Ser Tr S&p Biotech (XBI) 2.3 $5.3M 46k 115.44
Ford Motor Company (F) 2.0 $4.8M 219k 21.77
Cisco Systems (CSCO) 1.9 $4.4M 70k 63.15
Aspen Technology 1.8 $4.2M 28k 152.32
Boeing Company (BA) 1.6 $3.8M 18k 207.84
Ishares Tr U.s. Fin Svc Etf (IYG) 1.6 $3.8M 19k 196.36
Ishares Tr Global Energ Etf (IXC) 1.5 $3.7M 129k 28.25
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $3.6M 33k 110.52
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.5 $3.6M 109k 32.87
Amazon (AMZN) 1.5 $3.5M 1.0k 3408.26
Wal-Mart Stores (WMT) 1.5 $3.5M 24k 144.63
Spdr Gold Tr Gold Shs (GLD) 1.3 $3.0M 18k 168.32
General Motors Company (GM) 1.2 $2.9M 47k 61.18
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $2.3M 13k 182.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.2M 40k 54.89
Liberty Media Corp Del Com A Braves Grp 0.9 $2.2M 76k 28.79
Seagen 0.9 $2.1M 14k 157.88
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $2.0M 78k 26.22
Ishares Tr Core Msci Total (IXUS) 0.8 $1.8M 25k 71.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $968k 16k 60.72
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $909k 2.00 454500.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $802k 16k 50.71
Ishares Tr Ishares Biotech (IBB) 0.3 $786k 5.2k 152.41
Ishares Tr Core Total Usd (IUSB) 0.3 $687k 13k 52.54
Goldman Sachs (GS) 0.3 $678k 1.7k 395.34
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $625k 6.2k 101.61
NVIDIA Corporation (NVDA) 0.2 $504k 1.7k 301.08
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $484k 9.0k 53.84
Azek Cl A (AZEK) 0.2 $451k 9.9k 45.60
Apple (AAPL) 0.2 $444k 2.4k 182.12
JPMorgan Chase & Co. (JPM) 0.2 $441k 2.7k 161.60
Veracyte (VCYT) 0.2 $404k 9.5k 42.50
Skechers U S A Cl A (SKX) 0.2 $387k 8.7k 44.43
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $373k 6.3k 59.29
Trupanion (TRUP) 0.1 $340k 2.6k 129.47
iRobot Corporation (IRBT) 0.1 $339k 5.0k 68.24
Smartsheet Com Cl A (SMAR) 0.1 $333k 4.4k 76.41
Bausch Health Companies (BHC) 0.1 $302k 11k 27.79
General Electric Com New (GE) 0.1 $292k 3.0k 96.12
Iac Interactivecorp Com New (IAC) 0.1 $290k 2.1k 136.02
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $252k 4.4k 57.16
3M Company (MMM) 0.1 $238k 1.3k 177.61
Newmont Mining Corporation (NEM) 0.1 $237k 3.9k 60.96
Costco Wholesale Corporation (COST) 0.1 $232k 409.00 567.24
Danaher Corporation (DHR) 0.1 $220k 696.00 316.09
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.1 $185k 11k 17.57
Everquote Com Cl A (EVER) 0.1 $168k 11k 16.06
Banco Santander Adr (SAN) 0.1 $122k 36k 3.36