$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 43 | Q2 2024 | 15.5% |
| APPLE INC. | 43 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 43 | Q2 2024 | 5.6% |
| SCHWAB US LARGE CAP ETF | 43 | Q2 2024 | 3.7% |
| VANGUARD REIT VIPERS | 43 | Q2 2024 | 3.2% |
| VANGUARD TOTAL STOCK MKT ETF | 43 | Q2 2024 | 2.0% |
| ISHARES TR RUSSELL 2000 | 43 | Q2 2024 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 0.6% |
| BK OF AMERICA CORP | 43 | Q2 2024 | 1.0% |
| SPDR S&P DIVIDEND ETF | 43 | Q2 2024 | 0.6% |
View Bouchey Financial Group Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-12 |
| 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 |
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.