$310 Million is the total value of Roof Eidam Maycock Peralta, LLC's 105 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $8,760,000 | – | 129,550 | +100.0% | 2.83% | – |
IBMP | New | ISHARES TRibonds dec 27 | $721,000 | – | 28,350 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 36 | Q3 2023 | 10.8% |
SCHWAB STRATEGIC TR | 36 | Q3 2023 | 12.1% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 7.9% |
VANGUARD SPECIALIZED PORTFOL | 36 | Q3 2023 | 6.7% |
VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 7.5% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 5.8% |
APPLE INC | 36 | Q3 2023 | 4.5% |
VANGUARD BD INDEX FDS | 36 | Q3 2023 | 10.7% |
ISHARES INC | 36 | Q3 2023 | 3.2% |
View Roof Eidam Maycock Peralta, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-19 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-10 |
View Roof Eidam Maycock Peralta, 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.