Strategic Capital Advisers as of Dec. 31, 2020
Portfolio Holdings for Strategic Capital Advisers
Strategic Capital Advisers holds 51 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 |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.6 | $7.7M | 85k | 90.99 | |
| Vaneck Vectors Etf Tr Agribusiness Etf (MOO) | 5.6 | $6.6M | 85k | 77.89 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.2 | $6.1M | 31k | 194.65 | |
| Ishares Gold Trust Ishares | 4.7 | $5.6M | 307k | 18.13 | |
| Apple (AAPL) | 3.4 | $4.0M | 30k | 132.71 | |
| Paypal Holdings (PYPL) | 3.3 | $3.9M | 17k | 234.22 | |
| Nike CL B (NKE) | 3.2 | $3.8M | 27k | 141.46 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $3.7M | 4.5k | 818.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.0 | $3.6M | 20k | 178.37 | |
| Starbucks Corporation (SBUX) | 2.9 | $3.4M | 31k | 106.96 | |
| Amazon (AMZN) | 2.8 | $3.3M | 1.0k | 3256.44 | |
| Microsoft Corporation (MSFT) | 2.8 | $3.2M | 15k | 222.40 | |
| Stryker Corporation (SYK) | 2.8 | $3.2M | 13k | 245.06 | |
| Home Depot (HD) | 2.7 | $3.2M | 12k | 265.58 | |
| UnitedHealth (UNH) | 2.6 | $3.0M | 8.6k | 350.71 | |
| Eli Lilly & Co. (LLY) | 2.6 | $3.0M | 18k | 168.87 | |
| Waste Management (WM) | 2.4 | $2.8M | 24k | 117.95 | |
| Visa Com Cl A (V) | 2.3 | $2.7M | 12k | 218.77 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.3 | $2.7M | 30k | 89.01 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.6M | 17k | 157.40 | |
| American Tower Reit (AMT) | 2.2 | $2.6M | 12k | 224.49 | |
| Unilever Spon Adr New (UL) | 2.2 | $2.6M | 43k | 60.37 | |
| Verizon Communications (VZ) | 2.0 | $2.4M | 40k | 58.74 | |
| Canadian Natl Ry (CNI) | 2.0 | $2.3M | 21k | 109.86 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.0 | $2.3M | 37k | 62.70 | |
| Caterpillar (CAT) | 1.9 | $2.2M | 12k | 182.01 | |
| Us Bancorp Del Com New (USB) | 1.9 | $2.2M | 47k | 46.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.2M | 1.2k | 1751.61 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.2M | 17k | 127.08 | |
| Clorox Company (CLX) | 1.8 | $2.1M | 11k | 201.97 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $2.0M | 5.7k | 355.09 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.5 | $1.8M | 32k | 56.02 | |
| Merck & Co (MRK) | 1.5 | $1.8M | 22k | 81.79 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $1.7M | 13k | 134.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.5M | 870.00 | 1752.87 | |
| Chevron Corporation (CVX) | 1.1 | $1.3M | 15k | 84.47 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.9 | $1.1M | 16k | 68.17 | |
| NVIDIA Corporation (NVDA) | 0.6 | $695k | 1.3k | 522.56 | |
| Costco Wholesale Corporation (COST) | 0.4 | $477k | 1.3k | 377.08 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $438k | 2.1k | 206.99 | |
| Eaton Vance Short Duration Diversified I (EVG) | 0.4 | $419k | 34k | 12.36 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $363k | 2.8k | 128.59 | |
| Old Dominion Freight Line (ODFL) | 0.3 | $361k | 1.9k | 194.92 | |
| Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) | 0.3 | $344k | 19k | 18.26 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $328k | 9.1k | 36.05 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $326k | 1.7k | 194.63 | |
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.3 | $304k | 6.5k | 46.81 | |
| Western Asst Infltn Lkd Inm Com Sh Ben Int (WIA) | 0.2 | $288k | 21k | 13.64 | |
| Selective Insurance (SIGI) | 0.2 | $239k | 3.6k | 66.87 | |
| 3M Company (MMM) | 0.2 | $237k | 1.4k | 174.91 | |
| Nuveen Multi-mkt Inc Income (JMM) | 0.1 | $146k | 20k | 7.21 |
