KAYS FINANCIAL ADVISORY CORP /ADV

Q3 2020 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    100

  • Value ($000)

    $623,869

  • Date Filed
    11/16/2020
  • Form type
    13F-HR
  • CIK
    0000766018
  • 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 Q3 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BOND
BOND

PIMCO ETF TR

ACTIVE BD ETF
$68.74M
11 %

611,419

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$66.50M
11 %

198,563

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$61.56M
10 %

266,390

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$55.48M
9 %

1,836,957

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$39.75M
6 %

479,778

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$36.11M
6 %

453,382

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$22.41M
4 %

837,386

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$22.22M
4 %

707,690

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$20.32M
3 %

289,334

SHV
SHV

ISHARES TR

SHORT TREAS BD
$18.88M
3 %

170,502

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 100