$122 Million is the total value of DeGreen Capital Management LLC's 1 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR State Street Global Advisorsunit ser 1 | $38,997,000 | – | 211,605 | +100.0% | 32.04% | – |
| QQQ | New | Power Sharesunit ser 1 | $22,161,000 | – | 253,587 | +100.0% | 18.21% | – |
| DIA | New | SPDR State Street Global Advisorsunit ser 1 | $15,805,000 | – | 96,029 | +100.0% | 12.99% | – |
| XLY | New | SPDR State Street Global Advisorsunit ser 1 | $12,667,000 | – | 190,287 | +100.0% | 10.41% | – |
| EWG | New | iSharesunit ser 1 | $11,499,000 | – | 362,960 | +100.0% | 9.45% | – |
| XLB | New | SPDR State Street Global Advisorsunit ser 1 | $6,371,000 | – | 138,309 | +100.0% | 5.24% | – |
| XLF | New | SPDR State Street Global Advisorsunit ser 1 | $5,848,000 | – | 268,859 | +100.0% | 4.80% | – |
| XLV | New | SPDR State Street Global Advisorsunit ser 1 | $3,912,000 | – | 70,518 | +100.0% | 3.21% | – |
| TQQQ | New | Power Sharesunit ser 1 | $2,294,000 | – | 18,848 | +100.0% | 1.88% | – |
| UPRO | New | Pro Sharesunit ser 1 | $2,154,000 | – | 22,672 | +100.0% | 1.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard | 23 | Q3 2021 | 22.6% |
| Vanguard | 23 | Q3 2021 | 13.1% |
| SPDR State Street Global | 23 | Q3 2021 | 16.9% |
| SPDR State Street Global | 23 | Q3 2021 | 11.7% |
| SPDR State Street Global | 23 | Q3 2021 | 8.7% |
| Van Eck | 23 | Q3 2021 | 4.8% |
| Vanguard | 22 | Q3 2021 | 7.3% |
| SPDR State Street Global | 18 | Q3 2021 | 19.8% |
| Vanguard | 14 | Q4 2019 | 10.7% |
| State Street Global | 13 | Q3 2021 | 7.7% |
View DeGreen Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-05 |
| 13F-HR | 2021-07-15 |
| 13F-HR | 2021-04-05 |
| 13F-HR | 2021-01-05 |
| 13F-HR | 2020-10-09 |
| 13F-HR | 2020-07-13 |
| 13F-HR | 2020-04-13 |
| 13F-HR | 2020-01-06 |
| 13F-HR | 2019-10-02 |
| 13F-HR | 2019-07-09 |
View DeGreen Capital Management 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.