$342 Million is the total value of 20/20 Capital Management, Inc.'s 161 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $812,000 | +31.0% | 1,703 | 0.0% | 0.24% | +1.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $570,000 | +31.0% | 297 | 0.0% | 0.17% | +1.8% | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $537,000 | +20.1% | 5,701 | 0.0% | 0.16% | -6.5% | |
| GLD | SPDR GOLD TR | $497,000 | -2.9% | 2,888 | 0.0% | 0.14% | -24.9% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $445,000 | +30.1% | 1,010 | 0.0% | 0.13% | +0.8% | |
| FXF | INVESCO CURRENCYSHARES SWISSswiss franc | $433,000 | +2.1% | 4,275 | 0.0% | 0.13% | -20.1% | |
| DBLV | ADVISORSHARES TRdoublelin val eq | $321,000 | +17.2% | 3,935 | 0.0% | 0.09% | -8.7% | |
| IYH | ISHARES TRus hlthcare etf | $319,000 | +11.5% | 1,259 | 0.0% | 0.09% | -13.9% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $286,000 | +4.4% | 5,117 | 0.0% | 0.08% | -18.4% | |
| PRU | PRUDENTIAL FINL INC | $274,000 | +26.3% | 3,412 | 0.0% | 0.08% | -2.4% | |
| CMF | ISHARES TRcalif mun bd etf | $230,000 | +0.9% | 3,656 | 0.0% | 0.07% | -22.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2021 | 8.5% |
| ISHARES TR | 7 | Q2 2021 | 5.9% |
| SPDR SER TR | 7 | Q2 2021 | 8.0% |
| ISHARES TR | 7 | Q2 2021 | 8.0% |
| JP MORGAN EXCHANGE TRADED FD | 7 | Q2 2021 | 5.6% |
| SPDR S&P 500 ETF TR | 7 | Q2 2021 | 4.8% |
| WISDOMTREE TR | 7 | Q2 2021 | 5.8% |
| VANGUARD SPECIALIZED FUNDS | 7 | Q2 2021 | 5.5% |
| JP MORGAN EXCHANGE TRADED FD | 7 | Q2 2021 | 2.6% |
| SPDR INDEX SHS FDS | 7 | Q2 2021 | 3.6% |
View 20/20 Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-07-12 |
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-03 |
| 13F-HR | 2020-11-03 |
| 13F-HR | 2020-08-10 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-10 |
| D | 2015-10-28 |
View 20/20 Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.