$139 Million is the total value of Beaumont Capital Management, LLC's 37 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SER TRportfolio agrgte | $13,028,886 | -4.1% | 535,287 | 0.0% | 9.39% | -0.5% | |
| VO | VANGUARD INDEX FDSmid cap etf | $4,964,442 | -5.4% | 23,840 | 0.0% | 3.58% | -1.9% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $3,571,666 | -6.8% | 16,676 | 0.0% | 2.57% | -3.3% | |
| CXSE | WISDOMTREE TRchinadiv ex fi | $1,795,107 | -3.5% | 60,666 | 0.0% | 1.29% | +0.2% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $1,418,819 | -3.7% | 28,101 | 0.0% | 1.02% | -0.1% | |
| INDA | ISHARES TRmsci india etf | $1,054,912 | +1.2% | 23,856 | 0.0% | 0.76% | +5.0% | |
| ASEA | GLOBAL X FDSgbl x ftse etf | $570,986 | -0.0% | 39,243 | 0.0% | 0.41% | +3.5% | |
| ILF | ISHARES TRlatn amer 40 etf | $383,349 | -5.9% | 14,998 | 0.0% | 0.28% | -2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHNOLOGY SELECT SECT SPDR | 12 | Q3 2023 | 9.6% |
| ISHARES TR | 10 | Q3 2023 | 3.2% |
| ISHARES TR | 10 | Q3 2023 | 3.0% |
| ISHARES TR | 10 | Q3 2023 | 2.6% |
| SELECT SECTOR SPDR TR | 9 | Q3 2023 | 13.0% |
| Vanguard Short-Term Treasury ETF | 9 | Q3 2023 | 16.2% |
| WISDOMTREE TR | 9 | Q2 2023 | 5.5% |
| SPDR Portfolio Developed World ex-U.S. ETF | 9 | Q3 2023 | 5.1% |
| SPDR SER TR | 8 | Q3 2023 | 12.5% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 7.4% |
View Beaumont Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View Beaumont Capital Management, LLC'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.