Avantax Planning Partners, Inc. Q1 2022 Filing
Filed May 9, 2022
Portfolio Value
$2.5B
Holdings
359
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (359 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $483.7M |
SCHVSCHWAB STRATEGIC TR | $401.8M |
SCHDSCHWAB STRATEGIC TR | $235.3M |
FLRNSPDR SER TR | $143.0M |
SCHZSCHWAB STRATEGIC TR | $96.9M |
BSVVANGUARD BD INDEX FDS | $95.3M |
IWNISHARES TR | $92.8M |
SCHFSCHWAB STRATEGIC TR | $47.6M |
HYMBSPDR SER TR | $45.8M |
FMBFIRST TR EXCH TRADED FD III | $44.2M |
SUBISHARES TR | $42.5M |
CWISPDR INDEX SHS FDS | $38.3M |
AAPLAPPLE INC | $26.3M |
IEMGISHARES INC | $24.7M |
MUBISHARES TR | $24.1M |
IWOISHARES TR | $18.3M |
IDOGALPS ETF TR | $16.4M |
IVWISHARES TR | $15.5M |
MUNIPIMCO ETF TR | $15.0M |
IWSISHARES TR | $14.7M |
MSFTMICROSOFT CORP | $14.7M |
IWPISHARES TR | $14.7M |
JMUBJ P MORGAN EXCHANGE-TRADED F | $13.3M |
IWFISHARES TR | $13.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $12.1M |
IWDISHARES TR | $10.2M |
SLYVSPDR SER TR | $10.0M |
VWOVANGUARD INTL EQUITY INDEX F | $9.7M |
VIGIVANGUARD WHITEHALL FDS | $9.6M |
VXUSVANGUARD STAR FDS | $9.6M |
VTVVANGUARD INDEX FDS | $9.3M |
SPYSPDR S&P 500 ETF TR | $8.9M |
VOEVANGUARD INDEX FDS | $8.1M |
HTLFEURHEARTLAND FINL USA INC | $8.0M |
PGPROCTER AND GAMBLE CO | $7.8M |
DONWISDOMTREE TR | $7.7M |
PGXINVESCO EXCH TRADED FD TR II | $7.2M |
PEPPEPSICO INC | $7.1M |
VIGVANGUARD SPECIALIZED FUNDS | $7.0M |
KOCOCA COLA CO | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.4M |
PFEPFIZER INC | $6.2M |
MDYGSPDR SER TR | $6.0M |
JNJJOHNSON & JOHNSON | $6.0M |
XOMEXXON MOBIL CORP | $5.9M |
SPYVSPDR SER TR | $5.8M |
EEMISHARES TR | $5.7M |
MCDMCDONALDS CORP | $5.5M |
MRKMERCK & CO. INC | $5.4M |
CVXCHEVRON CORP NEW | $5.3M |
TXNTEXAS INSTRS INC | $5.1M |
SLYGSPDR SER TR | $5.0M |
AGGISHARES TR | $4.9M |
JPMJPMORGAN CHASE & CO | $4.9M |
BACVERIZON COMMUNICATIONS INC | $4.8M |
AMZNAMAZON COM INC | $4.8M |
IBMINTERNATIONAL BUSINESS MACHS | $4.7M |
NULVNUSHARES ETF TR | $4.7M |
DEDEERE & CO | $4.7M |
HDHOME DEPOT INC | $4.6M |
ABBVABBVIE INC | $4.5M |
MMM3M CO | $4.5M |
GOOGLALPHABET INC | $4.4M |
VGTVANGUARD WORLD FDS | $4.3M |
TSLATESLA INC | $4.3M |
NDQINVESCO QQQ TR | $4.2M |
LMTLOCKHEED MARTIN CORP | $4.0M |
CATCATERPILLAR INC | $4.0M |
AVGOBROADCOM INC | $4.0M |
USBUS BANCORP DEL | $4.0M |
BLKCHFBLACKROCK INC | $3.8M |
ABTABBOTT LABS | $3.7M |
DHSWISDOMTREE TR | $3.7M |
INTCINTEL CORP | $3.3M |
MOALTRIA GROUP INC | $3.3M |
CSCOCISCO SYS INC | $3.2M |
SHMSPDR SER TR | $3.2M |
VBKVANGUARD INDEX FDS | $3.1M |
DUKDUKE ENERGY CORP NEW | $3.0M |
AMGNAMGEN INC | $3.0M |
DYHTARGET CORP | $2.9M |
COSTCOSTCO WHSL CORP NEW | $2.9M |
UNHUNITEDHEALTH GROUP INC | $2.9M |
NVDANVIDIA CORPORATION | $2.8M |
EMREMERSON ELEC CO | $2.8M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.7M |
WMTWALMART INC | $2.7M |
MDYVSPDR SER TR | $2.6M |
VTIVANGUARD INDEX FDS | $2.5M |
VHTVANGUARD WORLD FDS | $2.5M |
HYDVANECK VECTORS ETF TR | $2.5M |
NUDMNUSHARES ETF TR | $2.4M |
EFAISHARES TR | $2.4M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
TRVCCITIGROUP INC | $2.2M |
SCHXSCHWAB STRATEGIC TR | $2.2M |
IVEISHARES TR | $2.2M |
PFFISHARES TR | $2.2M |
IJKISHARES TR | $2.2M |
BKHBLACK HILLS CORP | $2.2M |
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