$475 Million is the total value of Bouchey Financial Group Ltd's 66 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $24,205,000 | – | 291,200 | +100.0% | 5.10% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,097,000 | – | 128,840 | +100.0% | 3.18% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $12,898,000 | – | 176,152 | +100.0% | 2.72% | – |
| MUB | New | ISHARES TRnational mun etf | $5,077,000 | – | 43,992 | +100.0% | 1.07% | – |
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate | $997,000 | – | 35,649 | +100.0% | 0.21% | – |
| DIS | New | DISNEY WALT CO | $251,000 | – | 2,254 | +100.0% | 0.05% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $238,000 | – | 4,517 | +100.0% | 0.05% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $236,000 | – | 845 | +100.0% | 0.05% | – |
| PCRX | New | PACIRA BIOSCIENCES | $236,000 | – | 4,500 | +100.0% | 0.05% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $232,000 | – | 2,898 | +100.0% | 0.05% | – |
| INTC | New | INTEL CORP | $217,000 | – | 3,627 | +100.0% | 0.05% | – |
| LMT | New | LOCKHEED MARTIN CORP | $220,000 | – | 603 | +100.0% | 0.05% | – |
| PEP | New | PEPSICO INC | $213,000 | – | 1,613 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US BROAD MKT. ETF | 40 | Q3 2023 | 15.5% |
| APPLE INC. | 40 | Q3 2023 | 6.2% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 5.6% |
| SCHWAB US LARGE CAP ETF | 40 | Q3 2023 | 3.7% |
| VANGUARD REIT VIPERS | 40 | Q3 2023 | 3.2% |
| VANGUARD TOTAL STOCK MKT ETF | 40 | Q3 2023 | 2.0% |
| ISHARES TR RUSSELL 2000 | 40 | Q3 2023 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 0.6% |
| BK OF AMERICA CORP | 40 | Q3 2023 | 1.0% |
| SPDR S&P DIVIDEND ETF | 40 | Q3 2023 | 0.6% |
View Bouchey Financial Group Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-27 |
| 13F-HR/A | 2022-07-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
View Bouchey Financial Group Ltd'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.