$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 47.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,071,000 | +8.4% | 32,660 | -9.4% | 2.12% | -13.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,141,000 | -2.4% | 6,390 | -0.1% | 0.24% | -22.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,025,000 | +13.3% | 13,837 | -6.3% | 0.22% | -10.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $828,000 | -95.2% | 10,511 | -95.7% | 0.17% | -96.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $784,000 | -62.5% | 15,190 | -62.4% | 0.16% | -70.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $525,000 | +11.0% | 10,147 | -3.6% | 0.11% | -11.9% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $489,000 | +10.4% | 4,910 | -1.3% | 0.10% | -12.7% |
| IAGG | Sell | ISHARES TRcore intl aggr | $296,000 | -14.0% | 5,314 | -15.6% | 0.06% | -31.9% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $271,000 | -6.2% | 6,288 | -10.7% | 0.06% | -26.0% |
| TRST | Sell | TRUSTCO BK CORP N Y | $110,000 | -6.8% | 17,409 | -20.4% | 0.02% | -25.8% |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -11,600 | -100.0% | -0.04% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -3,689 | -100.0% | -0.07% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -9,662 | -100.0% | -0.10% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -45,360 | -100.0% | -0.35% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -41,669 | -100.0% | -0.37% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -46,366 | -100.0% | -1.31% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -422,736 | -100.0% | -2.32% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -136,441 | -100.0% | -3.58% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -632,137 | -100.0% | -4.10% | – |
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.