Avantax Planning Partners, Inc. Q3 2022 Filing
Filed October 14, 2022
Portfolio Value
$2.2B
Holdings
347
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (347 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $335.8M |
SCHVSCHWAB STRATEGIC TR | $302.3M |
SCHDSCHWAB STRATEGIC TR | $223.5M |
FLRNSPDR SER TR | $132.5M |
BSVVANGUARD BD INDEX FDS | $86.2M |
SCHZSCHWAB STRATEGIC TR | $78.7M |
IWNISHARES TR | $67.7M |
SUBISHARES TR | $60.9M |
HYMBSPDR SER TR | $53.9M |
MUBISHARES TR | $33.1M |
SCHFSCHWAB STRATEGIC TR | $31.6M |
IWFISHARES TR | $27.1M |
VIGVANGUARD SPECIALIZED FUNDS | $26.3M |
IVWISHARES TR | $26.1M |
SPYVSPDR SER TR | $26.1M |
CWISPDR INDEX SHS FDS | $25.2M |
VXUSVANGUARD STAR FDS | $23.3M |
FMBFIRST TR EXCH TRADED FD III | $23.1M |
IWOISHARES TR | $21.9M |
AAPLAPPLE INC | $21.1M |
HYDVANECK ETF TRUST | $20.8M |
IEMGISHARES INC | $17.0M |
SLYVSPDR SER TR | $15.6M |
IWPISHARES TR | $14.4M |
IWSISHARES TR | $14.0M |
JMUBJ P MORGAN EXCHANGE TRADED F | $12.7M |
IDOGALPS ETF TR | $12.7M |
MSFTMICROSOFT CORP | $11.6M |
VWOVANGUARD INTL EQUITY INDEX F | $11.4M |
VOEVANGUARD INDEX FDS | $10.1M |
AGGISHARES TR | $9.7M |
MUNIPIMCO ETF TR | $8.7M |
VTVVANGUARD INDEX FDS | $8.6M |
SPYSPDR S&P 500 ETF TR | $7.0M |
DONWISDOMTREE TR | $7.0M |
PGPROCTER AND GAMBLE CO | $6.7M |
PGXINVESCO EXCH TRADED FD TR II | $6.5M |
KOCOCA COLA CO | $6.5M |
PEPPEPSICO INC | $6.5M |
SLYGSPDR SER TR | $6.5M |
MRKMERCK & CO INC | $6.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.3M |
ISTBISHARES TR | $6.2M |
VOTVANGUARD INDEX FDS | $6.2M |
HTLFEURHEARTLAND FINL USA INC | $6.0M |
VYMVANGUARD WHITEHALL FDS | $5.8M |
PFEPFIZER INC | $5.8M |
JPIBJ P MORGAN EXCHANGE TRADED F | $5.6M |
XOMEXXON MOBIL CORP | $5.5M |
VBKVANGUARD INDEX FDS | $5.4M |
IBMINTERNATIONAL BUSINESS MACHS | $5.3M |
JNJJOHNSON & JOHNSON | $5.3M |
MDYGSPDR SER TR | $5.0M |
ABBVABBVIE INC | $5.0M |
IWDISHARES TR | $4.8M |
CVXCHEVRON CORP NEW | $4.8M |
TXNTEXAS INSTRS INC | $4.8M |
BACVERIZON COMMUNICATIONS INC | $4.5M |
HDHOME DEPOT INC | $4.5M |
JPMJPMORGAN CHASE & CO | $4.4M |
EEMISHARES TR | $4.3M |
TSLATESLA INC | $4.2M |
AMZNAMAZON COM INC | $4.2M |
MMM3M CO | $4.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
BLKCHFBLACKROCK INC | $3.9M |
IDV*ISHARES TR | $3.9M |
MCDMCDONALDS CORP | $3.8M |
VBRVANGUARD INDEX FDS | $3.7M |
USBUS BANCORP DEL | $3.6M |
AVGOBROADCOM INC | $3.5M |
GOOGLALPHABET INC | $3.5M |
LMTLOCKHEED MARTIN CORP | $3.3M |
NULVNUSHARES ETF TR | $3.3M |
VIGIVANGUARD WHITEHALL FDS | $3.2M |
AMGNAMGEN INC | $3.2M |
UNHUNITEDHEALTH GROUP INC | $3.1M |
DHSWISDOMTREE TR | $3.0M |
DEDEERE & CO | $3.0M |
COSTCOSTCO WHSL CORP NEW | $3.0M |
ABTABBOTT LABS | $3.0M |
MOALTRIA GROUP INC | $3.0M |
NDQINVESCO QQQ TR | $3.0M |
CSCOCISCO SYS INC | $2.8M |
DUKDUKE ENERGY CORP NEW | $2.7M |
VGTVANGUARD WORLD FDS | $2.6M |
IJKISHARES TR | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.5M |
MDYVSPDR SER TR | $2.3M |
VVISA INC | $2.2M |
DHRDANAHER CORPORATION | $2.1M |
DYHTARGET CORP | $2.0M |
IDEVISHARES TR | $2.0M |
TRVCCITIGROUP INC | $2.0M |
NEENEXTERA ENERGY INC | $2.0M |
BKHBLACK HILLS CORP | $1.9M |
IXUSISHARES TR | $1.9M |
SCHPSCHWAB STRATEGIC TR | $1.8M |
VTIPVANGUARD MALVERN FDS | $1.8M |
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