$0 is the total value of NATIONAL PLANNING CORP's 1 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 102.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | NONEna | $0 | – | 0 | +100.0% | 0.00% | – | |
| PSLV | Exit | SPROTT PHYSICAL SILVER TRtr unit | $0 | – | -179 | -100.0% | -0.16% | – |
| SGDM | Exit | ALPS ETF TRsprott gl mine | $0 | – | -58 | -100.0% | -0.16% | – |
| NEAR | Exit | ISHARES U S ETF TRsht mat bd etf | $0 | – | -30 | -100.0% | -0.21% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -13 | -100.0% | -0.22% | – |
| SGDJ | Exit | ALPS ETF TRsprott jr gld | $0 | – | -60 | -100.0% | -0.28% | – |
| USMV | Exit | ISHARES TRmin vol usa etf | $0 | – | -47 | -100.0% | -0.34% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -51 | -100.0% | -0.37% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -43 | -100.0% | -0.46% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -31 | -100.0% | -0.49% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -38 | -100.0% | -0.55% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -62 | -100.0% | -0.57% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -32 | -100.0% | -0.70% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -44 | -100.0% | -0.77% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -48 | -100.0% | -0.78% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -47 | -100.0% | -0.79% | – |
| IYM | Exit | ISHARES TRu.s. bas mtl etf | $0 | – | -89 | -100.0% | -1.25% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -160 | -100.0% | -1.26% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -51 | -100.0% | -1.33% | – |
| HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -354 | -100.0% | -1.45% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -69 | -100.0% | -1.45% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -62 | -100.0% | -1.45% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -69 | -100.0% | -1.46% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -31 | -100.0% | -1.47% | – |
| BLV | Exit | VANGUARD BD INDEX FD INClong term bond | $0 | – | -121 | -100.0% | -1.59% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -256 | -100.0% | -1.66% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -218 | -100.0% | -1.70% | – |
| CBOE | Exit | CBOE GLOBAL MARKETS INC | $0 | – | -100 | -100.0% | -1.72% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -160 | -100.0% | -1.85% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -263 | -100.0% | -1.90% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -112 | -100.0% | -2.29% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -363 | -100.0% | -2.30% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -114 | -100.0% | -2.40% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -82 | -100.0% | -2.79% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -297 | -100.0% | -2.88% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -79 | -100.0% | -2.93% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -230 | -100.0% | -3.38% | – |
| MTUM | Exit | ISHARES TRusa momentum fct | $0 | – | -239 | -100.0% | -3.39% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -317 | -100.0% | -3.46% | – |
| EMHY | Exit | ISHARES INCem hghyl bd etf | $0 | – | -584 | -100.0% | -4.02% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -336 | -100.0% | -4.04% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -114 | -100.0% | -4.19% | – |
| EMLP | Exit | FIRST TR EXCHANGE TRADED FDno amer energy | $0 | – | -1,250 | -100.0% | -4.23% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -650 | -100.0% | -4.87% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -374 | -100.0% | -7.25% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -570 | -100.0% | -8.35% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -1,435 | -100.0% | -8.85% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q4 2017 | 4.2% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 8.3% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q4 2017 | 8.8% |
| VANGUARD INDEX FDS | 19 | Q4 2017 | 7.2% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 3.5% |
| ISHARES TR | 19 | Q4 2017 | 4.4% |
| VANGUARD BD INDEX FD INC | 19 | Q4 2017 | 2.7% |
| ISHARES TR | 19 | Q4 2017 | 2.9% |
| SPDR S&P MIDCAP 400 ETF TR | 19 | Q4 2017 | 3.2% |
| ISHARES TR | 19 | Q4 2017 | 2.9% |
View NATIONAL PLANNING CORP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PowerShares Exchange-Traded Fund Trust IISold out | March 29, 2018 | 0 | 0.0% |
| SSGA Active TrustSold out | January 04, 2018 | 0 | 0.0% |
| VANGUARD WHITEHALL FUNDS | August 08, 2017 | 4,356 | 0.1% |
| Victory Portfolios II | August 08, 2017 | 870,496 | 0.3% |
| Victory Portfolios II | August 08, 2017 | 7,486 | 0.1% |
| Victory Portfolios II | August 08, 2017 | 4,253 | 0.8% |
| Victory Portfolios II | August 08, 2017 | 4,668 | 0.6% |
| Kimber Resources Inc. | April 23, 2012 | 908,774 | 1.1% |
| SPDR SERIES TRUST | April 23, 2012 | 10,377 | 0.5% |
| SPDR SERIES TRUST | April 23, 2012 | 49,421 | 3.8% |
View NATIONAL PLANNING CORP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-16 |
| SC 13G/A | 2018-03-29 |
| 13F-HR | 2018-02-14 |
| SC 13G/A | 2018-01-04 |
| 13F-HR/A | 2017-11-22 |
| SC 13G/A | 2017-11-14 |
| 13F-HR | 2017-11-13 |
| SC 13G/A | 2017-08-14 |
| SC 13G/A | 2017-08-08 |
| SC 13G/A | 2017-08-08 |
View NATIONAL PLANNING CORP'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.