$132 Million is the total value of Shoker Investment Counsel, Inc.'s 102 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,757,000 | -0.6% | 50,723 | 0.0% | 2.10% | +4.5% | |
IEV | ISHARES TReurope etf | $376,000 | -1.3% | 8,082 | 0.0% | 0.29% | +4.0% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $374,000 | +0.8% | 1,875 | 0.0% | 0.28% | +6.0% | |
GOOG | ALPHABET INCcap stk cl c | $242,000 | -1.2% | 235 | 0.0% | 0.18% | +4.0% | |
AWF | ALLIANCEBERNSTEIN GBL HGH IN | $143,000 | -6.5% | 12,068 | 0.0% | 0.11% | -1.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 40 | Q3 2023 | 10.3% |
ISHARES TR | 40 | Q3 2023 | 11.5% |
ISHARES TR | 40 | Q3 2023 | 8.8% |
SPDR S&P 500 ETF TR | 40 | Q3 2023 | 8.3% |
PROCTER & GAMBLE CO | 40 | Q3 2023 | 5.7% |
ISHARES TR | 40 | Q3 2023 | 3.1% |
VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.9% |
VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.4% |
PEPSICO INC | 40 | Q3 2023 | 2.3% |
JOHNSON & JOHNSON | 40 | Q3 2023 | 2.3% |
View Shoker Investment Counsel, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-02 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-07 |
View Shoker Investment Counsel, 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.