$395 Million is the total value of Strid Group, LLC's 41 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ASET | New | FLEXSHARES TRreal asst idx | $430,000 | – | 15,829 | +100.0% | 0.11% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $221,000 | – | 3,337 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NUCOR CORP | 31 | Q3 2023 | 3.8% |
| INTERDIGITAL INC | 31 | Q3 2023 | 2.9% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 0.3% |
| FIRST TR EXCHANGE-TRADED FD | 30 | Q3 2023 | 18.2% |
| VANGUARD INTL EQUITY INDEX F | 29 | Q3 2023 | 7.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 27.8% |
| APPLE INC | 27 | Q3 2023 | 0.5% |
| UNIVERSAL DISPLAY CORP | 27 | Q3 2023 | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | 26 | Q3 2023 | 13.5% |
| MARSH & MCLENNAN COS INC | 26 | Q3 2023 | 0.2% |
View Strid Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-14 |
View Strid Group, 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.