$152 Thousand is the total value of Rex Capital Advisors, LLC's 26 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | New | iShares Inc Core MSCI Emerging MKTS ETFetf | $10,890 | – | 233,199 | +100.0% | 7.15% | – |
| ITOT | New | iShares Core S&P Total U.S. Stock Market ETFetf | $4,355 | – | 51,354 | +100.0% | 2.86% | – |
| EFA | New | iShares MSCI EAFE Index Fundetf | $2,593 | – | 39,499 | +100.0% | 1.70% | – |
| IJR | New | iShares S&P Smallcap 600 Index Fundetf | $1,636 | – | 17,283 | +100.0% | 1.07% | – |
| VWO | New | Vanguard MSCI Emerging Marketsetf | $404 | – | 10,359 | +100.0% | 0.26% | – |
| QQQ | New | Invesco QQQ Trust ETFetf | $323 | – | 1,214 | +100.0% | 0.21% | – |
| CSX | New | CSX Corp Com | $223 | – | 7,200 | +100.0% | 0.15% | – |
| IWD | New | iShares Russell 1000 Value Index Fundetf | $204 | – | 1,345 | +100.0% | 0.13% | – |
| IVE | New | iShares S&P 500 Value Index Fundetf | $202 | – | 1,392 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust Total | 39 | Q4 2022 | 51.4% |
| iShares S&P Mid-Cap 400 Value Total | 39 | Q4 2022 | 18.8% |
| iShares Russell 2000 Index Fund | 39 | Q4 2022 | 18.0% |
| Vanguard MSCI Emerging Markets | 37 | Q4 2022 | 7.3% |
| Yandex NV Total | 33 | Q2 2021 | 45.1% |
| iShares S&P 500 Value Index Fund | 33 | Q4 2022 | 0.7% |
| iShares Russell 1000 Value Index Fund | 33 | Q4 2022 | 0.5% |
| Berkshire Hathaway Inc Total | 32 | Q4 2022 | 0.9% |
| Vanguard MSCI EAFE ETF | 29 | Q4 2022 | 3.8% |
| iShares Russell 2000 Value Index Fund | 24 | Q1 2019 | 0.6% |
View Rex Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
View Rex Capital Advisors, 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.