$386 Million is the total value of 20/20 Capital Management, Inc.'s 167 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -184 | -100.0% | -0.06% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -11,469 | -100.0% | -0.07% | – |
| FXF | Exit | INVESCO CURRENCYSHARES SWISSswiss franc | $0 | – | -4,275 | -100.0% | -0.12% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -8,855 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-12
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.