| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
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.