Avantax Planning Partners, Inc. Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$2.5B
Holdings
367
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (367 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $368.9M |
SCHVSCHWAB STRATEGIC TR | $353.2M |
SCHDSCHWAB STRATEGIC TR | $264.7M |
FLRNSPDR SER TR | $128.9M |
BSVVANGUARD BD INDEX FDS | $86.2M |
SCHZSCHWAB STRATEGIC TR | $80.8M |
IWNISHARES TR | $72.7M |
HYMBSPDR SER TR | $63.1M |
SUBISHARES TR | $61.5M |
FMBFIRST TR EXCH TRADED FD III | $49.4M |
SCHFSCHWAB STRATEGIC TR | $39.2M |
CWISPDR INDEX SHS FDS | $37.1M |
VXUSVANGUARD STAR FDS | $30.7M |
IWFISHARES TR | $28.9M |
JMUBJ P MORGAN EXCHANGE TRADED F | $27.8M |
IWOISHARES TR | $26.8M |
IEMGISHARES INC | $24.4M |
VIGVANGUARD SPECIALIZED FUNDS | $23.6M |
SPYVSPDR SER TR | $22.7M |
HYDVANECK ETF TRUST | $21.1M |
AAPLAPPLE INC | $20.5M |
SLYVSPDR SER TR | $20.0M |
IWSISHARES TR | $19.4M |
MUBISHARES TR | $19.1M |
VWOVANGUARD INTL EQUITY INDEX F | $18.7M |
IWPISHARES TR | $18.0M |
MUNIPIMCO ETF TR | $17.5M |
ACELACCEL ENTERTAINMENT INC | $14.4M |
JPIBJ P MORGAN EXCHANGE TRADED F | $13.3M |
IDOGALPS ETF TR | $12.1M |
MSFTMICROSOFT CORP | $12.0M |
IVWISHARES TR | $11.6M |
VOEVANGUARD INDEX FDS | $10.0M |
VTVVANGUARD INDEX FDS | $9.6M |
DONWISDOMTREE TR | $8.2M |
PGXINVESCO EXCH TRADED FD TR II | $8.0M |
PGPROCTER AND GAMBLE CO | $8.0M |
AGGISHARES TR | $7.9M |
MRKMERCK & CO INC | $7.9M |
VYMVANGUARD WHITEHALL FDS | $7.6M |
KOCOCA COLA CO | $7.3M |
PEPPEPSICO INC | $7.3M |
EFVISHARES TR | $7.1M |
SPYSPDR S&P 500 ETF TR | $7.0M |
VBKVANGUARD INDEX FDS | $6.9M |
VOTVANGUARD INDEX FDS | $6.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.7M |
SLYGSPDR SER TR | $6.7M |
PFEPFIZER INC | $6.6M |
HTLFEURHEARTLAND FINL USA INC | $6.4M |
IDV*ISHARES TR | $6.3M |
IBMINTERNATIONAL BUSINESS MACHS | $6.3M |
XOMEXXON MOBIL CORP | $6.3M |
ISTBISHARES TR | $6.0M |
JNJJOHNSON & JOHNSON | $5.7M |
JPMJPMORGAN CHASE & CO | $5.5M |
MDYGSPDR SER TR | $5.4M |
IWDISHARES TR | $5.4M |
ABBVABBVIE INC | $5.3M |
CVXCHEVRON CORP NEW | $5.2M |
HDHOME DEPOT INC | $5.2M |
BLKCHFBLACKROCK INC | $5.1M |
TXNTEXAS INSTRS INC | $5.1M |
BACVERIZON COMMUNICATIONS INC | $5.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.7M |
MMM3M CO | $4.5M |
MCDMCDONALDS CORP | $4.4M |
AVGOBROADCOM INC | $4.3M |
EEMISHARES TR | $4.2M |
LMTLOCKHEED MARTIN CORP | $4.1M |
NULVNUSHARES ETF TR | $3.9M |
USBUS BANCORP DEL | $3.9M |
DEDEERE & CO | $3.9M |
AMGNAMGEN INC | $3.7M |
VBRVANGUARD INDEX FDS | $3.6M |
DHSWISDOMTREE TR | $3.4M |
VIGIVANGUARD WHITEHALL FDS | $3.4M |
CSCOCISCO SYS INC | $3.3M |
MOALTRIA GROUP INC | $3.3M |
AMZNAMAZON COM INC | $3.2M |
UNHUNITEDHEALTH GROUP INC | $3.2M |
GOOGLALPHABET INC | $3.1M |
VTEBVANGUARD MUN BD FDS | $3.0M |
ABTABBOTT LABS | $3.0M |
NDQINVESCO QQQ TR | $2.9M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.8M |
VVISA INC | $2.8M |
COSTCOSTCO WHSL CORP NEW | $2.8M |
IJKISHARES TR | $2.7M |
IXUSISHARES TR | $2.7M |
VGTVANGUARD WORLD FDS | $2.7M |
ADPAUTOMATIC DATA PROCESSING IN | $2.6M |
MDYVSPDR SER TR | $2.6M |
TSLATESLA INC | $2.5M |
DUKDUKE ENERGY CORP NEW | $2.4M |
FLOTISHARES TR | $2.3M |
NVDANVIDIA CORPORATION | $2.2M |
FASTFASTENAL CO | $2.2M |
TRVCCITIGROUP INC | $2.2M |
IDEVISHARES TR | $2.1M |
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