$164 Million is the total value of CWH Capital Management, Inc.'s 58 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -694 | -100.0% | -0.09% | – |
| V | Exit | VISA INC | $0 | – | -775 | -100.0% | -0.13% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,395 | -100.0% | -0.15% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,480 | -100.0% | -0.15% | – |
| T | Exit | AT&T INC | $0 | – | -7,012 | -100.0% | -0.15% | – |
| MMM | Exit | 3M CO | $0 | – | -1,678 | -100.0% | -0.18% | – |
| BRCM | Exit | BROADCOM CORPcl a | $0 | – | -39,730 | -100.0% | -1.13% | – |
| ARGT | Exit | GLOBAL X FDSglobx supdv us | $0 | – | -102,720 | -100.0% | -1.94% | – |
| POT | Exit | POTASH CORP SASK INC | $0 | – | -94,154 | -100.0% | -2.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large Cap ETF | 29 | Q4 2020 | 14.6% |
| S&P 500 Growth ETF | 29 | Q4 2020 | 9.1% |
| JPMORGAN CHASE & CO | 29 | Q4 2020 | 3.7% |
| HOME DEPOT INC | 29 | Q4 2020 | 1.9% |
| APPLE INC | 29 | Q4 2020 | 2.0% |
| Starbucks Corporation | 29 | Q4 2020 | 0.6% |
| VANGUARD TAX-MANAGED INTL FD | 29 | Q4 2020 | 0.7% |
| ROBERT HALF INTL INC | 29 | Q4 2020 | 1.4% |
| COSTCO WHSL CORP NEW | 29 | Q4 2020 | 0.6% |
| KEY TRONICS CORP | 29 | Q4 2020 | 0.6% |
View CWH Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-17 |
| 13F-HR | 2020-05-01 |
| 13F-HR | 2020-01-17 |
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-11-13 |
View CWH Capital Management, 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.