$75 Thousand is the total value of TOTAL INVESTMENT MANAGEMENT INC's 605621 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FSS | FEDERAL SIGNAL CORP | $1,289,000 | +12.3% | 29,731 | 0.0% | 0.21% | -25.5% | |
VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $449,000 | +1.6% | 4,998 | 0.0% | 0.07% | -32.7% | |
FYX | FIRST TR SML CP CORE ALPHA F | $389,000 | +6.3% | 4,003 | 0.0% | 0.06% | -29.7% | |
DAL | DELTA AIR LINES INC DEL | $330,000 | -8.1% | 8,433 | 0.0% | 0.05% | -39.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 28 | Q3 2023 | 18.6% |
ISHARES TR | 28 | Q3 2023 | 11.0% |
APPLE INC | 28 | Q3 2023 | 0.9% |
UNITED CONTL HLDGS INC | 28 | Q3 2023 | 0.8% |
JPMORGAN CHASE & CO | 28 | Q3 2023 | 0.1% |
BLACKROCK MUNIY QUALITY FD I | 28 | Q3 2023 | 0.2% |
PFIZER INC | 28 | Q3 2023 | 0.1% |
SCHWAB STRATEGIC TR | 27 | Q2 2023 | 10.2% |
BERKSHIRE HATHAWAY INC DEL | 27 | Q3 2023 | 0.2% |
SOUTHWEST AIRLS CO | 26 | Q3 2023 | 0.2% |
View TOTAL INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-31 |
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.