$455 Million is the total value of Asset Management Group, Inc.'s 126 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHY | New | SCHWAB STRATEGIC TRinternl divid | $233,516 | – | 10,153 | +100.0% | 0.05% | – |
XOM | New | EXXON MOBIL CORP | $217,573 | – | 1,850 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 5.8% |
ISHARES TR | 42 | Q3 2023 | 6.4% |
ISHARES TR | 42 | Q3 2023 | 10.1% |
VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 4.7% |
Vanguard Msci Us Sm Cap Growth | 42 | Q3 2023 | 4.3% |
Ishares Tr S&P Midcap S&P Midcap 400 Ind | 42 | Q3 2023 | 4.0% |
ISHARES TR | 42 | Q3 2023 | 4.3% |
ISHARES TR | 42 | Q3 2023 | 3.9% |
Ishares Tr S&P 500 Barra Val | 42 | Q3 2023 | 3.9% |
PEPSICO INC | 42 | Q3 2023 | 3.7% |
View Asset Management Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Asset Management Group, 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.