| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | Exit | SPDR(R) Nuveen Blmbg Barclays ST MunBd ETFnuvn br sht muni | $0 | – | -222 | -100.0% | -0.01% | – |
| SHY | Exit | iShares 1-3 Year Treasury Bond ETF1-3yrtrbdetf | $0 | – | -46,070 | -100.0% | -1.33% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -30,058 | -100.0% | -1.47% | – |
| MDY | Exit | SPDR(R) S&P MidCap 400 ETFutser1 s&pdcrp | $0 | – | -4,538 | -100.0% | -1.90% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -12,375 | -100.0% | -2.04% | – |
| IEMG | Exit | iShares Core MSCI Emerging Markets ETFcore msci emkt | $0 | – | -41,239 | -100.0% | -2.54% | – |
| IJR | Exit | iShares Core S&P Small-Cap ETFcore s&p scp etf | $0 | – | -28,773 | -100.0% | -2.54% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -22,541 | -100.0% | -2.92% | – |
| SCHH | Exit | Schwab US REIT ETFus reit etf | $0 | – | -67,343 | -100.0% | -3.07% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -34,460 | -100.0% | -4.66% | – |
| GWX | Exit | SPDR S&P International Small Cap ETFs&p intl smlcp | $0 | – | -43,400 | -100.0% | -5.39% | – |
| HYLB | Exit | Xtrackers USD High Yield Corp Bd ETFxtrack usd high | $0 | – | -129,222 | -100.0% | -7.74% | – |
| TIP | Exit | iShares TIPS Bond ETFtips bd etf | $0 | – | -55,900 | -100.0% | -8.89% | – |
| IEFA | Exit | ISHARES TR CORE MSCI EAFEcore msci eafe | $0 | – | -133,427 | -100.0% | -9.86% | – |
| TLT | Exit | iShares TR 20 YR TR BD ETF20 yr tr bd etf | $0 | – | -50,697 | -100.0% | -10.72% | – |
| SPY | Exit | SPDR(R) S&P 500 ETFtr unit | $0 | – | -87,595 | -100.0% | -34.92% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 19 | Q2 2020 | 56.7% |
| SPDR(R) S&P MidCap 400 ETF | 19 | Q2 2020 | 30.9% |
| iShares TIPS Bond ETF | 19 | Q2 2020 | 12.6% |
| ISHARES TR CORE MSCI EAFE | 19 | Q2 2020 | 15.1% |
| Standard & Poors Midcap 400 Spdr S&P Midcap 400 Etf | 19 | Q2 2020 | 10.8% |
| iShares MSCI EAFE ETF | 17 | Q4 2019 | 23.6% |
| Schwab US REIT ETF | 15 | Q2 2020 | 30.9% |
| iShares MSCI Emerging Markets ETF | 15 | Q4 2019 | 8.5% |
| Vanguard Intl Equity Index ETF | 14 | Q4 2019 | 4.3% |
| iShares TR Core US AGG BD ETF | 13 | Q1 2020 | 52.9% |
View Premise Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-05-13 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-07 |
| 13F-HR | 2018-05-15 |
View Premise 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.