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JOYN Advisors, Inc.

Q1 2020 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    108

  • Value ($000)

    $300,451

  • Date Filed
    04/30/2020
  • Form type
    13F-HR
  • CIK
    0001493936
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$46.14M
15 %

465,243

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$38.92M
13 %

436,958

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$32.3M
11 %

206,142

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$31.79M
11 %

210,995

I
IWN

ISHARES TR

RUS 2000 VAL ETF
464287630
$18.43M
6 %

224,618

U
USRT

ISHARES TR

CRE U S REIT ETF
464288521
$17.84M
6 %

455,404

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$15.54M
5 %

311,535

I
IWO

ISHARES TR

RUS 2000 GRW ETF
464287648
$14.59M
5 %

92,247

V
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
922042676
$12.97M
4 %

302,321

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$7.6M
3 %

85,635

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