$262 Million is the total value of PIERSHALE FINANCIAL GROUP, INC.'s 21 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 71.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $64,841,000 | +126.8% | 569,683 | +107.3% | 24.73% | +109.9% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $35,517,000 | +24.7% | 97,756 | +16.1% | 13.54% | +15.4% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $29,063,000 | +77.6% | 551,593 | +53.9% | 11.08% | +64.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $28,553,000 | +76.2% | 257,982 | +64.1% | 10.89% | +63.1% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $28,144,000 | – | 171,871 | +100.0% | 10.73% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $28,112,000 | – | 70,661 | +100.0% | 10.72% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $734,000 | +14.2% | 5,539 | +14.6% | 0.28% | +5.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $698,000 | +16.5% | 8,020 | +17.2% | 0.27% | +7.7% |
| IVV | New | ISHARES TRcore s&p500 etf | $539,000 | – | 1,130 | +100.0% | 0.21% | – |
| GIS | Buy | GENERAL MLS INC | $355,000 | +13.4% | 5,271 | +0.8% | 0.14% | +4.7% |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $311,000 | – | 654 | +100.0% | 0.12% | – |
| PEP | New | PEPSICO INC | $210,000 | – | 1,209 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AT&T INC | 41 | Q2 2023 | 2.0% |
| HOME DEPOT INC | 35 | Q2 2023 | 0.6% |
| CISCO SYS INC | 35 | Q2 2023 | 3.2% |
| GENERAL MLS INC | 34 | Q2 2023 | 0.4% |
| ILLINOIS TOOL WKS INC | 34 | Q2 2023 | 0.4% |
| ZYNGA INC | 30 | Q4 2020 | 0.1% |
| APPLE INC | 27 | Q2 2023 | 1.2% |
| INTERNATIONAL BUSINESS MACHS | 26 | Q2 2023 | 0.3% |
| PROCTER & GAMBLE CO | 26 | Q2 2023 | 0.2% |
| ABBOTT LABS | 25 | Q2 2023 | 0.5% |
View PIERSHALE FINANCIAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-21 |
| 13F-HR | 2021-10-20 |
| 13F-HR | 2021-07-15 |
| 13F-HR | 2021-04-20 |
View PIERSHALE FINANCIAL 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.