IntrinsicIntrinsic
← Back to Institutions

Mission Hills Financial Advisory, LLC

90 holdingsFiling period: 2026-06-30Current AUM: $223.6Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1MINTPIMCO ETF TR157.5K$15.9M$15.8M7.09%-16,2222026-06-30
2BIZDVANECK ETF TRUST1.20M$15.2M$15.7M7.04%-45,6112026-06-30
3QYLDGLOBAL X FDS807.7K$14.9M$14.7M6.59%+18.9K2026-06-30
4PCNPIMCO CORPORATE & INCM STRG1.21M$14.5M$13.6M6.06%-58,3222026-06-30
5PDIPIMCO DYNAMIC INCOME FD751.2K$12.5M$10.7M4.79%+27.0K2026-06-30
6DFACDIMENSIONAL ETF TRUST281.3K$12.5M$12.6M5.63%--2026-06-30
7RQICOHEN & STEERS QUALITY INCOM998.1K$12.3M$11.5M5.15%-56,9822026-06-30
8QQQINVESCO QQQ TR15.7K$11.6M$11.1M4.96%-4,8462026-06-30
9SCHDSCHWAB STRATEGIC TR360.5K$11.4M$12.4M5.53%-3212026-06-30
10KBWDINVESCO EXCH TRADED FD TR II823.1K$10.2M$9.7M4.36%-31,7612026-06-30
11VEAVANGUARD TAX-MANAGED FDS95.1K$6.8M$6.8M3.04%-80,7382026-06-30
12DFGPDIMENSIONAL ETF TRUST106.4K$5.8M$5.6M2.50%--2026-06-30
13RWLINVESCO EXCH TRADED FD TR II41.1K$5.3M$5.5M2.45%-26,3202026-06-30
14VYMIVANGUARD WHITEHALL FDS52.6K$5.2M$5.5M2.47%+5052026-06-30
15FTSLFIRST TR EXCHANGE-TRADED FD100.7K$4.5M$4.5M2.02%-55,6412026-06-30
16FLBLFRANKLIN TEMPLETON ETF TR190.2K$4.4M$4.4M1.96%-12,9032026-06-30
17XBISPDR SERIES TRUST20.7K$3.3M$3.2M1.43%-15,5982026-06-30
18DFSVDIMENSIONAL ETF TRUST82.1K$3.2M$3.2M1.45%--2026-06-30
19DUHPDIMENSIONAL ETF TRUST75.5K$3.2M$3.1M1.40%--2026-06-30
20SPHYSPDR SERIES TRUST128.5K$3.0M$2.9M1.32%+36.3K2026-06-30
21DGCBDIMENSIONAL ETF TRUST54.0K$3.0M$2.8M1.26%--2026-06-30
22XLYSELECT SECTOR SPDR TR24.5K$2.9M$2.7M1.21%-20,5172026-06-30
23PSIINVESCO EXCHANGE TRADED FD T14.7K$2.8M$1.9M0.85%-72026-06-30
24DFICDIMENSIONAL ETF TRUST72.6K$2.7M$2.8M1.25%--2026-06-30
25VXFVANGUARD INDEX FDS9.8K$2.4M$2.3M1.03%-8,9352026-06-30
← Scroll →
Page 1 of 4