$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | S&P 500 Depository Receiptetf | $64,734 | -99.9% | 169,270 | -3.6% | 42.51% | -8.6% |
| IJJ | Sell | iShares S&P Midcap 400 Value Index Fundetf | $26,088 | -99.9% | 258,810 | -4.1% | 17.13% | -4.9% |
| IWM | Sell | iShares Russell 2000 Index Fundetf | $22,307 | -99.9% | 127,938 | -5.5% | 14.65% | -11.6% |
| VEA | Sell | Vanguard MSCI EAFE ETFetf | $5,453 | -99.9% | 129,923 | -8.6% | 3.58% | -6.6% |
| EMXC | Sell | iShares Inc MSCI Emerging MKTS Ex Chinaetf | $3,729 | -100.0% | 78,551 | -62.3% | 2.45% | -64.2% |
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.