IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fusion Family Wealth, LLC

Q3 2019 Holdings

Filed 2019-10-31 | 143 holdings | $442.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 SHS(VOO)ETF922908363$59.8K218,19813.5%
Vanguard Ftse Developed Market(VEA)ETF921943858$52.4K1,276,54211.9%
Invesco S&P 500 Revenue(RWL)ETF46138G698$44.6K827,57510.1%
Costco Wholesale Corp(COST)Common Stock22160K105$43.0K1509.7%
Vanguard Ftse Emerging Mkts(VWO)ETF922042858$24.8K615,3175.6%
Columbia TR II Emerging Mkts Consumer(ECON)ETF19762B509$23.5K1,071,0395.3%
Biogen Inc COM(BIIB)Common Stock09062X103$22.0K955.0%
Vanguard Ftse All World EX USA Small Cap(VSS)ETF922042718$21.2K207,8764.8%
Invesco Bulletshares 2024 Corp BD(BSCO)ETF46138J841$20.5K955,4594.6%
Invesco Bulletshares 2022 Corp BD(BSCMUSD)ETF46138J882$20.3K943,5204.6%
Invesco Bulletshares 2020 Corp BD(BSCK)ETF46138J502$19.9K933,0654.5%
Vanguard Small Cap(VB)ETF922908751$17.8K115,9444.0%
Invesco S&P Midcap 400 Revenue(RWK)ETF46138G672$17.6K295,1074.0%
Invesco S&P Smallcap 600 Revenue(RWJ)ETF46138G664$17.3K270,7283.9%
Vanguard Large Cap(VV)ETF922908637$8.8K64,7112.0%
Ishares Ibonds DEC 2022 Term Muni BondETF46435G755$5.1K193,2201.1%
Ishares Ibonds SEP 2020 Term Muni BondETF46434V571$4.8K187,6401.1%
Vanguard Mid Cap(VO)ETF922908629$2.4K14,0640.5%
Ishares Core S&P 500(IVV)ETF464287200$2.3K7,6900.5%
Ishares Core Msci Eafe(IEFA)ETF46432F842$1.7K28,2260.4%
Ishares Core S&P Small-Cap(IJR)ETF464287804$1.4K18,2490.3%
Ishares Core S&P Mid-Cap(IJH)ETF464287507$1.0K5,4190.2%
Ishares Inc Core Msci Emerging Mkts(IEMG)ETF46434G103$99220,2430.2%
Ishares Msci Eafe(EFA)ETF464287465$66110,1360.1%
Ishares Micro-Cap(IWC)ETF464288869$5976,7740.1%
Vanguard Growth(VUG)ETF922908736$4993,0030.1%
Spdr S&P 500 Trust(SPY)ETF78462F103$4951,6600.1%
Invesco Bulletshares 2025 Corp BD(BSCP)ETF46138J825$33015,4330.1%
Mastercard Inc A(MA)Common Stock57636Q104$3271,2040.1%
Vanguard Mega Cap Value(MGV)ETF921910840$3133,8400.1%
Apple Inc(AAPL)Common Stock037833100$3011,3450.1%
Ishares Msci Emerging Markets(EEM)ETF464287234$2806,8420.1%
Facebook Inc CL A(META)Common Stock30303M102$2781,5600.1%
Vanguard Ftse All World EX US(VEU)ETF922042775$2314,6300.1%
Berkshire Hathaway Inc del CL B New(BRK/B)Common Stock084670702$2211,0610.1%
Invesco Bulletshares 2023 Corp BDETF46138J866$21910,2910.0%
Invesco Bulletshares 2021 Corp BD(2671931D)ETF46138J700$21710,2300.0%
Vanguard Value(VTV)ETF922908744$2011,8020.0%
Spdr S&P Midcap 400 TR(MDY)ETF78467Y107$2005640.0%
Verisk Analytics Inc(VRSK)Common Stock92345Y106$1911,2100.0%
Invesco Buyback Achievers(PKW)ETF46137V308$1903,0350.0%
JP Morgan Chase & Co COM(JPM)Common Stock46625H100$1531,3000.0%
Ishares Msci USA ESG Slct(SUSA)ETF464288802$1481,2000.0%
Amphenol Corp(APH)Common Stock032095101$1341,3830.0%
Ishares Russell 1000 Growth(IWF)ETF464287614$1137080.0%
Ishares Russell Mid-Cap(IWR)ETF464287499$1111,9780.0%
Exxon Mobil Corp(XOM)Common Stock30231G102$1041,4670.0%
First TR DOW Jones Select Microcap Index FD COM(FDM)ETF33718M105$972,1310.0%
Wisdomtree Emerging Mkts High Divid FD(DEM)ETF97717W315$872,1030.0%
VF Corp(VFC)Common Stock918204108$879820.0%
Page 1 of 3Next