$8.34 Million is the total value of Miramar Fiduciary Corp's 2 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTL STCK Mtotal stk mkt | $6,375,000 | -0.3% | 28,710 | 0.0% | 76.44% | -0.1% | |
| SPY | SPDR TR SER 1tr unit | $1,965,000 | +0.3% | 4,580 | 0.0% | 23.56% | +0.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTL STCK M | 9 | Q3 2021 | 76.6% |
| SPDR TR SER 1 | 9 | Q3 2021 | 23.6% |
| DISCOVERY | 6 | Q4 2020 | 95.9% |
| VANGUARD REAL ES ETF | 3 | Q2 2019 | 0.2% |
| ISHARES RUSSEL 3000 | 1 | Q4 2018 | 1.0% |
| ISHARES 200 GROW | 1 | Q4 2018 | 0.7% |
| ISHARES RUSSELL 1000 | 1 | Q4 2018 | 0.5% |
| ISHARES RUS 1000 GRW | 1 | Q4 2018 | 0.5% |
| ISHARES TOP 200 VALU | 1 | Q4 2018 | 0.5% |
| ISHARES RUSSELL 1000 | 1 | Q4 2018 | 0.4% |
View Miramar Fiduciary Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Scripps Networks Interactive, Inc. | February 12, 2016 | 3,025,632 | 3.2% |
View Miramar Fiduciary Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2021-10-14 |
| 13F-HR | 2021-07-23 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-05-17 |
View Miramar Fiduciary 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.