Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2021 | 20.5% |
VANGUARD LARGE CAP ETF | 16 | Q3 2021 | 18.9% |
ISHARES TR | 16 | Q3 2021 | 17.2% |
VANGUARD VALUE ETF | 16 | Q3 2021 | 12.9% |
ISHARES TR | 16 | Q3 2021 | 11.3% |
VANGUARD INDEX FDS MCAP VL IDX | 16 | Q3 2021 | 4.8% |
VANGUARD WORLD FDS FINANCIALS | 16 | Q3 2021 | 4.1% |
VANGUARD TOTAL STOCK MARKET ET | 16 | Q3 2021 | 3.0% |
SPDR SER TR | 16 | Q3 2021 | 1.1% |
SPDR S&P 500 ETF TR TR UNIT | 16 | Q3 2021 | 0.8% |
View DERBY & COMPANY, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-11-12 |
13F-HR | 2021-08-18 |
13F-HR | 2021-05-17 |
13F-HR | 2021-02-12 |
13F-HR | 2020-11-04 |
13F-HR | 2020-07-22 |
13F-HR | 2020-04-28 |
13F-HR | 2020-02-04 |
13F-HR | 2019-11-01 |
13F-HR | 2019-07-22 |
View DERBY & COMPANY, 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.