$137 Thousand is the total value of Gunma Bank,Ltd.'s 27 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $6,249 | +4.7% | 49,000 | +16.7% | 4.55% | +12.6% |
| IDV | Buy | ISHARES TRintl sel div etf | $6,248 | +9.9% | 246,000 | +13.9% | 4.55% | +18.2% |
| VLUE | Buy | ISHARES TRmsci usa value | $5,715 | +74.1% | 63,000 | +80.0% | 4.16% | +87.2% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $5,590 | +4.0% | 79,000 | +6.8% | 4.07% | +11.9% |
| HDV | Buy | ISHARES TRcore high dv etf | $5,340 | +15.2% | 54,000 | +17.4% | 3.89% | +23.9% |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $4,129 | – | 60,000 | +100.0% | 3.01% | – |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $3,993 | +152.7% | 64,525 | +158.1% | 2.91% | +172.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,545 | +120.2% | 55,000 | +129.2% | 2.58% | +137.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,069 | +4.0% | 15,000 | +7.1% | 1.51% | +12.0% |
| DGRO | New | ISHARES TRcore div grwth | $1,981 | – | 40,000 | +100.0% | 1.44% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $886 | – | 10,000 | +100.0% | 0.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 38 | Q4 2022 | 28.5% |
| ISHARES TR | 30 | Q3 2023 | 21.0% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 23.6% |
| ISHARES TR | 29 | Q3 2023 | 18.3% |
| ISHARES TR | 29 | Q3 2023 | 4.9% |
| VANGUARD WHITEHALL FDS INC | 28 | Q3 2023 | 4.9% |
| ISHARES TR | 25 | Q3 2023 | 5.9% |
| SELECT SECTOR SPDR TR | 25 | Q3 2023 | 5.3% |
| SPDR SER TR | 23 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q1 2017 | 27.9% |
View Gunma Bank,Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-14 |
View Gunma Bank,Ltd.'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.