$144 Million is the total value of IRON Financial LLC's 85 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $360,000 | +5.9% | 2,814 | 0.0% | 0.25% | -3.5% | |
| DIS | DISNEY WALT CO | $356,000 | +9.2% | 3,310 | 0.0% | 0.25% | -0.8% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $292,000 | +1.4% | 4,930 | 0.0% | 0.20% | -7.7% | |
| VOO | VANGUARD INDEX FDS | $258,000 | +6.6% | 1,050 | 0.0% | 0.18% | -3.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 43 | Q2 2024 | 22.7% |
| CME GROUP INC | 43 | Q2 2024 | 15.2% |
| STANDARD & POORS DEPOSITARY (SPDR) | 43 | Q2 2024 | 25.9% |
| APPLE INC | 43 | Q2 2024 | 7.8% |
| VANGUARD TOTAL INTL. STOCK ETF | 43 | Q2 2024 | 8.0% |
| VANGUARD SPECIALIZED PORTFOL | 43 | Q2 2024 | 8.8% |
| VANGUARD S&P MID CAP 400 IDX ETF | 43 | Q2 2024 | 6.0% |
| MICROSOFT CORP | 43 | Q2 2024 | 1.9% |
| CBOE HOLDINGS INC COMMON | 43 | Q2 2024 | 1.4% |
| MORGAN J P & CO INC | 43 | Q2 2024 | 1.0% |
View IRON Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-27 |
View IRON Financial LLC'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.