$414 Million is the total value of Blue Edge Capital, LLC's 99 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MGV | New | Vanguard Mega Cap Value | $5,998,133,000 | – | 69,087 | +100.0% | 1.45% | – |
| JPHY | New | JPMorgan High Yield Research E | $5,545,878,000 | – | 106,857 | +100.0% | 1.34% | – |
| IJR | New | Ishares Core S&P Small | $4,082,923,000 | – | 44,428 | +100.0% | 0.99% | – |
| XSOE | New | WisdomTree EmMkts ex-Stt-Ownd | $2,663,007,000 | – | 67,129 | +100.0% | 0.64% | – |
| DIA | New | SPDR Dow Jones Industrial Ave | $2,338,988,000 | – | 7,649 | +100.0% | 0.56% | – |
| FDX | New | FedEx Corp | $1,723,358,000 | – | 6,638 | +100.0% | 0.42% | – |
| MXI | New | iShares S&P Global Materials | $1,240,363,000 | – | 15,236 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Growth | 40 | Q3 2023 | 10.6% |
| Vanguard Value | 40 | Q3 2023 | 10.4% |
| Vanguard European | 40 | Q3 2023 | 9.2% |
| Vanguard FTSE Pacific | 40 | Q3 2023 | 5.9% |
| iShares S&P Midcap 400 Value | 40 | Q3 2023 | 4.8% |
| iShares S&P Midcap 400 Growth | 40 | Q3 2023 | 3.4% |
| SPDR S&P 500 | 40 | Q3 2023 | 2.7% |
| Unitedhealth Group Inc | 40 | Q3 2023 | 2.0% |
| iShares Barclays MBS Bond | 40 | Q3 2023 | 2.1% |
| Exxon Mobil Corp | 40 | Q3 2023 | 2.4% |
View Blue Edge Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-21 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Blue Edge Capital, 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.