Avantax Planning Partners, Inc. Q4 2021 Filing
Filed January 28, 2022
Portfolio Value
$2.4B
Holdings
355
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (355 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $526.2M |
SCHVSCHWAB STRATEGIC TR | $407.2M |
SCHDSCHWAB STRATEGIC TR | $241.6M |
SCHZSCHWAB STRATEGIC TR | $199.8M |
FLRNSPDR SER TR | $142.7M |
IWNISHARES TR | $95.7M |
MUBISHARES TR | $49.2M |
SCHFSCHWAB STRATEGIC TR | $44.9M |
AAPLAPPLE INC | $26.7M |
—BIOLASE INC | $23.0M |
IWOISHARES TR | $21.1M |
HYMBSPDR SER TR | $17.5M |
IEMGISHARES INC | $17.1M |
CWISPDR INDEX SHS FDS | $16.5M |
MSFTMICROSOFT CORP | $16.2M |
IWPISHARES TR | $15.3M |
IWSISHARES TR | $14.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $13.9M |
VWOVANGUARD INTL EQUITY INDEX F | $13.7M |
VIGVANGUARD SPECIALIZED FUNDS | $13.6M |
VXUSVANGUARD STAR FDS | $12.8M |
IVWISHARES TR | $12.3M |
IWDISHARES TR | $10.4M |
SPYSPDR S&P 500 ETF TR | $9.6M |
VTVVANGUARD INDEX FDS | $9.5M |
SUBISHARES TR | $9.4M |
IDOGALPS ETF TR | $8.7M |
HTLFEURHEARTLAND FINL USA INC | $8.4M |
EEMISHARES TR | $8.2M |
PGPROCTER AND GAMBLE CO | $8.2M |
VOEVANGUARD INDEX FDS | $7.8M |
PEPPEPSICO INC | $7.3M |
DONWISDOMTREE TR | $7.0M |
MDYGSPDR SER TR | $6.7M |
KOCOCA COLA CO | $6.5M |
MCDMCDONALDS CORP | $6.4M |
HDHOME DEPOT INC | $6.2M |
SLYVSPDR SER TR | $5.9M |
JNJJOHNSON & JOHNSON | $5.9M |
PFEPFIZER INC | $5.9M |
FMBFIRST TR EXCH TRADED FD III | $5.8M |
AGGISHARES TR | $5.7M |
JPMJPMORGAN CHASE & CO | $5.7M |
TXNTEXAS INSTRS INC | $5.0M |
XOMEXXON MOBIL CORP | $5.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.0M |
NULVNUSHARES ETF TR | $4.9M |
VGTVANGUARD WORLD FDS | $4.8M |
AMZNAMAZON COM INC | $4.7M |
IBMINTERNATIONAL BUSINESS MACHS | $4.6M |
MRKMERCK & CO INC | $4.5M |
GOOGLALPHABET INC | $4.4M |
ABTABBOTT LABS | $4.4M |
NDQINVESCO QQQ TR | $4.2M |
DHSWISDOMTREE TR | $4.2M |
BLKCHFBLACKROCK INC | $4.1M |
IWFISHARES TR | $4.1M |
USBUS BANCORP DEL | $4.0M |
—SOLENO THERAPEUTICS INC | $4.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $3.9M |
EFVISHARES TR | $3.9M |
DEDEERE & CO | $3.9M |
SLYGSPDR SER TR | $3.9M |
ABBVABBVIE INC | $3.9M |
NUDMNUSHARES ETF TR | $3.8M |
CATCATERPILLAR INC | $3.8M |
AVGOBROADCOM INC | $3.8M |
TSLATESLA INC | $3.7M |
MMM3M CO | $3.7M |
CVXCHEVRON CORP NEW | $3.7M |
WMTWALMART INC | $3.5M |
BACVERIZON COMMUNICATIONS INC | $3.5M |
INTCINTEL CORP | $3.3M |
DYHTARGET CORP | $3.2M |
VHTVANGUARD WORLD FDS | $3.0M |
NVDANVIDIA CORPORATION | $3.0M |
COSTCOSTCO WHSL CORP NEW | $2.9M |
LMTLOCKHEED MARTIN CORP | $2.9M |
UNHUNITEDHEALTH GROUP INC | $2.8M |
NUBDNUSHARES ETF TR | $2.8M |
PFFISHARES TR | $2.8M |
DUKDUKE ENERGY CORP NEW | $2.8M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.7M |
MDYVSPDR SER TR | $2.7M |
VTIVANGUARD INDEX FDS | $2.7M |
EFAISHARES TR | $2.6M |
QCOMQUALCOMM INC | $2.6M |
EMREMERSON ELEC CO | $2.6M |
MOALTRIA GROUP INC | $2.4M |
NEENEXTERA ENERGY INC | $2.4M |
SCHXSCHWAB STRATEGIC TR | $2.4M |
VBKVANGUARD INDEX FDS | $2.3M |
WFCWELLS FARGO CO NEW | $2.2M |
METAMETA PLATFORMS INC | $2.2M |
DISDISNEY WALT CO | $2.2M |
CSCOCISCO SYS INC | $2.2M |
BABOEING CO | $2.2M |
SCHPSCHWAB STRATEGIC TR | $2.2M |
BMYBRISTOL-MYERS SQUIBB CO | $2.1M |
SBUXSTARBUCKS CORP | $2.1M |
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