Harborview Advisors, LLC
Q3 2021 13F Holdings
- Locationportland, ME
- Num holdings
106
- Value ($000)
$178,538
- Date Filed 11/12/2021
- Form type13F-HR
- CIK 0001730890
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $17.27M | 10 % | 446,291 | ||
L ISHARES U S ETF TR | INT RT HDG C B | 46431W705 | $15.41M | 9 % | 160,795 | ||
A WISDOMTREE TR | INTRST RATE HDGE | 97717W380 | $12.23M | 7 % | 260,907 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $10.54M | 6 % | 71,198 | ||
X WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $9.40M | 5 % | 251,986 | ||
S SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.30M | 5 % | 123,078 | ||
P INVESCO EXCH TRADED FD TR II | CEF INM COMPSI | 46138E404 | $7.11M | 4 % | 296,760 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $5.83M | 3 % | 35,469 | ||
M SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | $4.94M | 3 % | 74,629 | ||
M SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | $4.39M | 3 % | 58,019 |
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