account_balance
Investment manager · 13F filer · SEC CIK 1967018
Milestone Investment Advisors LLC
Reported value$461Mas of Sep 30, 2026
Positions138 4 new, 7 sold out
Top 10 weight46.2%SPHQ alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPHQInvesco Exchange Traded Fd T
9.6%
SCHGSchwab Strategic Tr
6.8%Trimmed −13%
SCHXSchwab Strategic Tr
6.4%Trimmed −2%
VUGVanguard Index FDS
4.8%
FDVVFidelity Covington Trust
4.3%
SCHBSchwab Strategic Tr
3.3%Trimmed −2%
VOVanguard Index FDS
2.8%
IVViShares Tr
2.8%
AVDEAmerican Centy ETF Tr
2.7%Trimmed −4%
VYMVanguard Whitehall FDS
2.6%
FBNDFidelity Merrimack STR Tr
2.5%Trimmed −8%
SCHMSchwab Strategic Tr
2.4%
SPHQInvesco Exchange Traded Fd T
9.6%
SCHGSchwab Strategic Tr
6.8%Trimmed −13%
SCHXSchwab Strategic Tr
6.4%
VUGVanguard Index FDS
4.8%
FDVVFidelity Covington Trust
4.3%
SCHBSchwab Strategic Tr
3.3%
VO2.8%
IVV2.8%
AVDE2.7%
VYM2.6%
FBND2.5%
SCHM2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPHQ Invesco Exchange Traded Fd T 9.6% Held
SCHG Schwab Strategic Tr 6.8% Trimmed −13%
SCHX Schwab Strategic Tr 6.4% Trimmed −2%
VUG Vanguard Index FDS 4.8% Held
FDVV Fidelity Covington Trust 4.3% Held
SCHB Schwab Strategic Tr 3.3% Trimmed −2%
VO Vanguard Index FDS 2.8% Held
IVV iShares Tr 2.8% Held
AVDE American Centy ETF Tr 2.7% Trimmed −4%
VYM Vanguard Whitehall FDS 2.6% Held
FBND Fidelity Merrimack STR Tr 2.5% Trimmed −8%
SCHM Schwab Strategic Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- HFSI $771K
- LRGE $535K
- BAI $103K
- MARS $9.45K
arrow_upwardAdded
- MEAR +846%
- CGMS +152%
- FBCG +132%
- VXUS +12%
arrow_downwardTrimmed
- SMMU −55%
- LGLV −17%
- XMHQ −16%
- SCHG −13%
remove_circleSold out
- SUSC $69.5K
- IWD $14.5K
- IUSB $10.2K
- XLG $5.57K
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