Advisory Services & Investments, LLC Portfolio Holdings by Sector

Advisory Services & Investments, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFIC VO DFAS VOO DFAC DFEM SCHG DFUV 22 stocks	$118,304 90.53% of portfolio	6	12	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$5,347 4.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1,954 1.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$955 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$902 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX 1 stocks	$781 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$685 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$487 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$435 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$419 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$203 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$202 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Advisory Services & Investments, LLC, based on Form 13F filings with the SEC.

Stay updated on Advisory Services & Investments, LLC with notifications on news.