Nikulski Financial

Nikulski Financial as of Dec. 31, 2018

Portfolio Holdings for Nikulski Financial

Nikulski Financial holds 72 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation ETF (VIG) 7.5 $7.2M 73k 97.94
Amazon (AMZN) 5.3 $5.1M 3.4k 1501.92
Apple (AAPL) 4.7 $4.5M 28k 157.76
iShares Russell 1000 Growth Index (IWF) 4.4 $4.2M 32k 130.90
Spdr S&p 500 Etf (SPY) 4.3 $4.1M 16k 249.89
iShares S&P SmallCap 600 Index (IJR) 4.3 $4.1M 59k 69.33
Abbvie (ABBV) 3.4 $3.3M 36k 92.18
Alphabet Inc Class A cs (GOOGL) 3.3 $3.2M 3.0k 1044.93
Schwab U S Small Cap ETF (SCHA) 3.2 $3.0M 50k 60.69
JPMorgan Chase & Co. (JPM) 3.0 $2.9M 30k 97.61
iShares Dow Jones Select Dividend (DVY) 3.0 $2.8M 32k 89.32
Vanguard Mid-Cap ETF (VO) 2.9 $2.8M 20k 138.17
UnitedHealth (UNH) 2.9 $2.7M 11k 249.13
iShares S&P MidCap 400 Value Index (IJJ) 2.8 $2.7M 19k 138.34
Invesco S&p 500 Low Volatility Etf (SPLV) 2.5 $2.4M 51k 46.64
Ishares Tr eafe min volat (EFAV) 2.1 $2.0M 31k 66.65
Allstate Corporation (ALL) 2.1 $2.0M 24k 82.64
Vanguard Total Stock Market ETF (VTI) 2.1 $2.0M 16k 127.65
Costco Wholesale Corporation (COST) 2.0 $1.9M 9.1k 203.72
Financial Select Sector SPDR (XLF) 1.9 $1.8M 76k 23.83
Vanguard Europe Pacific ETF (VEA) 1.9 $1.8M 47k 37.10
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 1.8 $1.7M 29k 57.59
Schwab Strategic Tr us dividend eq (SCHD) 1.8 $1.7M 36k 46.96
iShares S&P US Pref Stock Idx Fnd (PFF) 1.4 $1.4M 40k 34.24
Facebook Inc cl a (META) 1.3 $1.3M 9.8k 131.12
Fidelity Bond Etf (FBND) 1.3 $1.2M 25k 48.54
Consumer Staples Select Sect. SPDR (XLP) 1.2 $1.1M 22k 50.79
Deere & Company (DE) 1.2 $1.1M 7.5k 149.14
Vanguard Star Fd Intl Stk Idxf (VXUS) 1.1 $1.0M 22k 47.22
SPDR DJ Wilshire Large Cap (SPLG) 1.1 $1.0M 36k 29.21
Invesco Qqq Trust Series 1 (QQQ) 1.0 $938k 6.1k 154.33
iShares Barclays TIPS Bond Fund (TIP) 0.9 $906k 8.3k 109.50
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.9 $896k 18k 49.87
Industrial SPDR (XLI) 0.9 $877k 14k 64.44
Boeing Company (BA) 0.9 $853k 2.6k 322.62
Visa (V) 0.9 $859k 6.5k 131.93
Vanguard Total World Stock Idx (VT) 0.8 $778k 12k 65.46
Align Technology (ALGN) 0.7 $621k 3.0k 209.37
iShares S&P MidCap 400 Index (IJH) 0.7 $616k 3.7k 166.13
Teladoc (TDOC) 0.6 $593k 12k 49.54
iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $561k 4.3k 131.84
Invesco Senior Loan Etf otr (BKLN) 0.6 $547k 25k 21.78
FedEx Corporation (FDX) 0.5 $501k 3.1k 161.46
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.5 $492k 7.8k 63.44
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.5 $485k 8.8k 54.95
iShares Russell 3000 Growth Index (IUSG) 0.4 $399k 7.6k 52.65
Vanguard Small-Cap Value ETF (VBR) 0.4 $394k 3.5k 114.17
Chevron Corporation (CVX) 0.4 $383k 3.5k 108.81
Ishares Tr usa min vo (USMV) 0.4 $379k 7.2k 52.41
Vanguard Value ETF (VTV) 0.3 $330k 3.4k 97.92
SPDR DJ Wilshire Large Cap Value (SPYV) 0.3 $337k 12k 27.14
Ishares Inc msci india index (INDA) 0.3 $329k 9.9k 33.35
SPDR Dow Jones Industrial Average ETF (DIA) 0.3 $326k 1.4k 232.86
Sherwin-Williams Company (SHW) 0.3 $308k 783.00 393.36
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.3 $309k 9.5k 32.49
Ishares Inc core msci emkt (IEMG) 0.3 $272k 5.8k 47.10
Colgate-Palmolive Company (CL) 0.3 $255k 4.3k 59.44
Jack Henry & Associates (JKHY) 0.3 $251k 2.0k 126.45
salesforce (CRM) 0.2 $234k 1.7k 137.24
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 0.2 $235k 3.6k 64.74
McDonald's Corporation (MCD) 0.2 $228k 1.3k 177.85
Abbott Laboratories (ABT) 0.2 $231k 3.2k 72.41
Gilead Sciences (GILD) 0.2 $233k 3.7k 62.50
Sch Us Mid-cap Etf etf (SCHM) 0.2 $224k 4.7k 47.97
Ishares Tr msci usavalfct (VLUE) 0.2 $228k 3.1k 72.50
Kimberly-Clark Corporation (KMB) 0.2 $217k 1.9k 113.79
Lockheed Martin Corporation (LMT) 0.2 $221k 844.00 261.85
Vanguard Small-Cap ETF (VB) 0.2 $220k 1.7k 131.97
Walgreen Boots Alliance (WBA) 0.2 $211k 3.1k 68.31
iShares Gold Trust 0.2 $174k 14k 12.29
Aurora Cannabis Inc snc 0.1 $60k 12k 5.00
Prospect Capital Corporation conb 0.1 $48k 50k 0.96