$416 Million is the total value of TOTAL INVESTMENT MANAGEMENT INC's 51 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | Exit | INTEL CORP | $0 | – | -4,313 | -100.0% | -0.07% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,403 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 18.6% |
| ISHARES TR | 31 | Q2 2024 | 11.0% |
| APPLE INC | 31 | Q2 2024 | 0.9% |
| UNITED CONTL HLDGS INC | 31 | Q2 2024 | 0.8% |
| JPMORGAN CHASE CO | 31 | Q2 2024 | 0.1% |
| BLACKROCK MUNIY QUALITY FD I | 31 | Q2 2024 | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | 30 | Q2 2024 | 0.2% |
| SOUTHWEST AIRLS CO | 29 | Q2 2024 | 0.2% |
| BOEING CO | 29 | Q2 2024 | 0.1% |
| CATERPILLAR INC DEL | 29 | Q2 2024 | 0.1% |
View TOTAL INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-08-11 |
View TOTAL INVESTMENT 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.