$1.83 Billion is the total value of KLS Professional Advisors Group, LLC's 33 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | New | POWERSHARES EXCHANGE TRADED FD S&P 500 PORTFetf | $328,000 | – | 3,144 | +100.0% | 0.02% | – |
IVOO | New | VANGUARD ADMIRAL FDS INC MIDCP 400 IDXetf | $257,000 | – | 2,009 | +100.0% | 0.01% | – |
HEDJ | New | WISDOMTREE TR EUROPE HEDGEDetf | $222,000 | – | 3,469 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR TR UNIT SER 1 | 25 | Q2 2019 | 62.3% |
SPDR S&P MIDCAP 400 ETF TR UTS SER1 | 25 | Q2 2019 | 56.9% |
ISHARES TR S&P SMALLCAP600 | 15 | Q2 2019 | 18.5% |
ISHARES TR S&P MIDCAP 400 | 11 | Q2 2019 | 9.9% |
Vanguard Index Total Stock Market | 11 | Q2 2019 | 1.8% |
WISDOMTREE TR EUROPE HEDGED | 10 | Q2 2019 | 0.1% |
ISHARES TR S&P 500 INDEX | 9 | Q2 2019 | 24.8% |
ISHARES TR RUSSL 1000 VALUE FD | 7 | Q2 2019 | 15.5% |
VANGUARD INDEX FDS S&P 500 ETF SHS | 7 | Q2 2019 | 6.8% |
VANGUARD INDEX FDS MID CAP ETF | 7 | Q2 2019 | 0.2% |
View KLS Professional Advisors Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-07-09 |
13F-HR | 2019-04-09 |
13F-HR | 2019-01-08 |
13F-HR | 2018-10-04 |
13F-HR | 2018-07-11 |
13F-HR | 2018-04-11 |
13F-HR | 2018-01-24 |
13F-HR | 2017-10-11 |
13F-HR | 2017-07-12 |
13F-HR | 2017-04-05 |
View KLS Professional Advisors Group, 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.