$223 Thousand is the total value of AIMZ Investment Advisors, LLC's 110 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLB | Buy | DOLBY LABORATORIES INC | $2,865,726 | +121021.1% | 33,549 | +0.0% | 1.28% | +15.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,860,305 | +102679.3% | 13,876 | +3.7% | 0.83% | -2.5% |
| DOX | Buy | AMDOCS LTD | $1,851,616 | +105525.6% | 19,282 | +0.0% | 0.83% | +0.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,477,950 | +101827.6% | 14,009 | +4.6% | 0.66% | -3.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,375,430 | +103083.0% | 9,959 | +4.9% | 0.62% | -2.1% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,315,202 | +106914.0% | 8,540 | +5.5% | 0.59% | +1.6% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,143,420 | +102357.0% | 4,795 | +6.6% | 0.51% | -2.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $623,319 | +106632.7% | 11,657 | +0.0% | 0.28% | +1.1% |
| EBAY | Buy | EBAY INC. | $435,812 | +106979.1% | 9,822 | +0.0% | 0.20% | +1.6% |
| Buy | HIPPO HLDGS INC | $328,008 | +239321.9% | 20,210 | +100.0% | 0.15% | +126.2% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $322,932 | +107186.4% | 789 | +0.1% | 0.14% | +2.1% |
| NVDA | New | NVIDIA CORPORATION | $277,906 | – | 1,000 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 36 | Q3 2023 | 7.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 4.9% |
| QUALCOMM INC | 36 | Q3 2023 | 4.4% |
| C H ROBINSON WORLDWIDE INC | 36 | Q3 2023 | 3.9% |
| INFOSYS LTD | 36 | Q3 2023 | 3.4% |
| NETAPP INC | 36 | Q3 2023 | 4.1% |
| CISCO SYS INC | 36 | Q3 2023 | 3.1% |
| EXPEDITORS INTL WASH INC | 36 | Q3 2023 | 2.5% |
| INTERNATIONAL BUSINESS MACHS | 36 | Q3 2023 | 3.6% |
| AMGEN INC | 36 | Q3 2023 | 2.9% |
View AIMZ Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View AIMZ Investment Advisors, 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.