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
IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$46.14M
15 %

465,243

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$38.91M
13 %

436,958

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$32.30M
11 %

206,142

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$31.79M
11 %

210,995

IWN
IWN

ISHARES TR

RUS 2000 VAL ETF
$18.43M
6 %

224,618

USRT
USRT

ISHARES TR

CRE U S REIT ETF
$17.84M
6 %

455,404

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$15.54M
5 %

311,535

IWO
IWO

ISHARES TR

RUS 2000 GRW ETF
$14.59M
5 %

92,247

VNQI
VNQI

VANGUARD INTL EQUITY INDEX F

GLB EX US ETF
$12.97M
4 %

302,321

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$7.60M
3 %

85,635

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