Avantax Planning Partners, Inc. Q2 2022 Filing
Filed July 18, 2022
Portfolio Value
$2.3B
Holdings
343
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (343 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $359.6M |
SCHVSCHWAB STRATEGIC TR | $314.8M |
SCHDSCHWAB STRATEGIC TR | $255.2M |
FLRNSPDR SER TR | $135.0M |
BSVVANGUARD BD INDEX FDS | $94.9M |
SCHZSCHWAB STRATEGIC TR | $84.9M |
HYMBSPDR SER TR | $73.9M |
IWNISHARES TR | $70.3M |
SUBISHARES TR | $47.9M |
SPYVSPDR SER TR | $36.0M |
CWISPDR INDEX SHS FDS | $33.5M |
SCHFSCHWAB STRATEGIC TR | $33.2M |
MUBISHARES TR | $31.4M |
IWFISHARES TR | $25.7M |
FMBFIRST TR EXCH TRADED FD III | $24.8M |
IVWISHARES TR | $21.6M |
HYDVANECK ETF TRUST | $21.5M |
AAPLAPPLE INC | $20.9M |
IWOISHARES TR | $19.3M |
VIGVANGUARD SPECIALIZED FUNDS | $17.7M |
SLYVSPDR SER TR | $17.4M |
IEMGISHARES INC | $15.6M |
JMUBJ P MORGAN EXCHANGE TRADED F | $15.4M |
VWOVANGUARD INTL EQUITY INDEX F | $13.5M |
IWSISHARES TR | $13.3M |
MSFTMICROSOFT CORP | $12.6M |
VOEVANGUARD INDEX FDS | $12.1M |
MUNIPIMCO ETF TR | $12.0M |
IWPISHARES TR | $11.9M |
VXUSVANGUARD STAR FDS | $11.9M |
IDOGALPS ETF TR | $11.9M |
PGXINVESCO EXCH TRADED FD TR II | $10.1M |
AGGISHARES TR | $9.5M |
IWDISHARES TR | $8.7M |
VTVVANGUARD INDEX FDS | $8.4M |
PGPROCTER AND GAMBLE CO | $7.5M |
SPYSPDR S&P 500 ETF TR | $7.5M |
PEPPEPSICO INC | $7.3M |
KOCOCA COLA CO | $7.3M |
HTLFEURHEARTLAND FINL USA INC | $6.9M |
VOTVANGUARD INDEX FDS | $6.8M |
PFEPFIZER INC | $6.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.6M |
MRKMERCK & CO INC | $6.6M |
SLYGSPDR SER TR | $6.5M |
VBKVANGUARD INDEX FDS | $6.3M |
IBMINTERNATIONAL BUSINESS MACHS | $6.1M |
DONWISDOMTREE TR | $5.8M |
EEMISHARES TR | $5.8M |
XOMEXXON MOBIL CORP | $5.7M |
JNJJOHNSON & JOHNSON | $5.7M |
BACVERIZON COMMUNICATIONS INC | $5.6M |
EFVISHARES TR | $5.4M |
MCDMCDONALDS CORP | $5.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.1M |
TXNTEXAS INSTRS INC | $5.0M |
HDHOME DEPOT INC | $4.9M |
MDYGSPDR SER TR | $4.9M |
CVXCHEVRON CORP NEW | $4.8M |
IDV*ISHARES TR | $4.8M |
JPIBJ P MORGAN EXCHANGE TRADED F | $4.7M |
SHMSPDR SER TR | $4.7M |
MMM3M CO | $4.5M |
JPMJPMORGAN CHASE & CO | $4.5M |
LMTLOCKHEED MARTIN CORP | $4.3M |
ABBVABBVIE INC | $4.2M |
BLKCHFBLACKROCK INC | $4.2M |
AMZNAMAZON COM INC | $4.0M |
GOOGLALPHABET INC | $3.9M |
VBRVANGUARD INDEX FDS | $3.9M |
USBUS BANCORP DEL | $3.9M |
AVGOBROADCOM INC | $3.7M |
NULVNUSHARES ETF TR | $3.7M |
TSLATESLA INC | $3.5M |
DHSWISDOMTREE TR | $3.4M |
ABTABBOTT LABS | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
VGTVANGUARD WORLD FDS | $3.3M |
NDQINVESCO QQQ TR | $3.2M |
CATCATERPILLAR INC | $3.2M |
AMGNAMGEN INC | $3.2M |
DUKDUKE ENERGY CORP NEW | $3.0M |
MOALTRIA GROUP INC | $2.9M |
CSCOCISCO SYS INC | $2.8M |
IJKISHARES TR | $2.7M |
DEDEERE & CO | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.7M |
INTCINTEL CORP | $2.7M |
TRVCCITIGROUP INC | $2.6M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.4M |
MDYVSPDR SER TR | $2.4M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
VHTVANGUARD WORLD FDS | $2.3M |
EMREMERSON ELEC CO | $2.2M |
EFAISHARES TR | $2.1M |
BKHBLACK HILLS CORP | $2.1M |
NVDANVIDIA CORPORATION | $2.1M |
VVISA INC | $2.0M |
WFCWELLS FARGO CO NEW | $2.0M |
NUDMNUSHARES ETF TR | $2.0M |
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