$134 Million is the total value of Financial Designs Corp's 14 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -17,833 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TWO RDS SHARED TR | 4 | Q3 2023 | 19.2% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 18.3% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 14.5% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 10.3% |
| TWO RDS SHARED TR | 4 | Q3 2023 | 9.8% |
| ISHARES TR | 4 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 3.8% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.6% |
View Financial Designs Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-04-27 |
View Financial Designs Corp'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.