$256 Million is the total value of Verger Capital Management LLC's 14 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| IVV | 39 | Q2 2024 | 44.0% |
| ISHARES TR | 39 | Q2 2024 | 22.0% |
| ISHARES TR | 39 | Q2 2024 | 8.0% |
| ISHARES TR | 35 | Q2 2024 | 17.9% |
| IWM | 34 | Q2 2024 | 3.6% |
| State Street Bank & Trust Co. | 33 | Q2 2024 | 21.4% |
| TIP | 31 | Q2 2024 | 5.9% |
| VanEck Vectors ETF Trust | 31 | Q2 2024 | 2.6% |
| ISHARES TR | 29 | Q2 2024 | 15.3% |
| ISHARES GOLD TRUST | 26 | Q1 2021 | 7.7% |
View Verger Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR/A | 2022-10-28 |
| 13F-HR | 2022-10-28 |
View Verger Capital Management 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.