Scarborough Advisors, LLC
CIK:0001815355
Investment Adviser
$1B AUM
464 holdings
Annapolis, MD, USA
Scarborough Advisors, LLC d/b/a Scarborough Capital Management is an SEC-registered investment adviser providing portfolio management services through Charles Schwab & Co. It offers financial planning and consulting services to individuals and corporations.
Investment Strategy
Utilizes mutual funds, exchange-traded funds, equities, and other investments available through Schwab. Provides model portfolios as guidelines.
Top Buys
I
IEMGISHARES INC+$18.3M
S
SPYVSPDR SERIES TRUST+$17.5M
Q
QQQMINVESCO EXCH TRADED FD TR II+$12.1M
T
THROBLACKROCK ETF TRUST+$6.9M
R
RECSCOLUMBIA ETF TR I+$6.4M
Top Sells
S
SCHXSCHWAB STRATEGIC TR-$61.2M
I
IGIBISHARES TR-$34.3M
T
TLTISHARES TR-$27.9M
V
VOOVANGUARD INDEX FDS-$18.2M
E
EMXCISHARES INC-$13.9M
Top Holdings
S
SPYVSPDR SERIES TRUST+11.5%$57.9M
Q
QQQMINVESCO EXCH TRADED FD TR II+9.5%$48.1M
Q
QUALISHARES TR+9.1%$46.0M
D
DYNFBLACKROCK ETF TRUST+7.6%$38.3M
I
IEMGISHARES INC+5.7%$28.8M
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 11.49% | $57.9M | 1,106,745 | $51.32 | $52.34 | +$17.5M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.54% | $48.1M | 211,840 | $211.74 | $227.10 | +$12.1M |
Q QUAL | ISHARES TR | 9.13% | $46.0M | 251,710 | $161.79 | $182.82 | +$736.1K |
D DYNF | BLACKROCK ETF TRUST | 7.60% | $38.3M | 703,157 | $45.96 | $54.46 | +$4.0M |
I IEMG | ISHARES INC | 5.71% | $28.8M | 479,460 | $57.15 | $60.03 | +$18.3M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.8%
SEMICONDUCTORS & RELATED DEVICES
+0.8%
ELECTRONIC COMPUTERS
+0.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.4%