$133 Million is the total value of Financial Designs Corp's 27 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SGOL | ABRDN GOLD ETF TRUST | $195,209 | -3.7% | 11,035 | 0.0% | 0.15% | -0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
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.