Sanford Advisory Services, LLC

Q4 2022 13F Holdings

  • Location
    portage, MI
  • Num holdings

    119

  • Value ($000)

    $419,889

  • Date Filed
    02/08/2023
  • Form type
    13F-HR
  • CIK
    0001932496
  • 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 Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USMV
USMV

ISHARES TR MSCI USA MIN VOL

MSCI USA MIN VOL
$34.05M
8 %

472,229

GSLC
GSLC

GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF

ACTIVEBETA US LG
$33.34M
8 %

437,897

IJH
IJH

ISHARES TR CORE S&P MCP ETF

CORE S&P MCP ETF
$32.97M
8 %

136,286

IVV
IVV

ISHARES TR CORE S&P500 ETF

CORE S&P500 ETF
$29.45M
7 %

76,657

SYK
SYK

STRYKER CORPORATION

COM
$28.48M
7 %

116,485

DGRO
DGRO

ISHARES TR CORE DIV GRWTH

CORE DIV GRWTH
$27.30M
7 %

545,970

AAPL
AAPL

APPLE INCORPORATED

COM
$24.62M
6 %

189,490

SMLF
SMLF

ISHARES TRUST MSCI USA SMALL CAP

MSCI USA SML CP
$11.07M
3 %

222,935

DVY
DVY

ISHARES TR SELECT DIVID ETF

SELECT DIVID ETF
$10.82M
3 %

89,715

XMLV
XMLV

INVESCO S&P MIDCAP LOW VOLATILITY ETF

S&P MIDCP LOW
$10.61M
3 %

198,244

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