$163 Million is the total value of JUNCTURE WEALTH STRATEGIES, LLC's 83 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $2,958,000 | – | 51,837 | +100.0% | 1.82% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSint-term gov | $332,000 | – | 5,157 | +100.0% | 0.20% | – |
| HUBS | New | HUBSPOT INC | $241,000 | – | 3,973 | +100.0% | 0.15% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $234,000 | – | 3,379 | +100.0% | 0.14% | – |
| GRUB | New | GRUBHUB INC | $234,000 | – | 7,126 | +100.0% | 0.14% | – |
| GIMO | New | GIGAMON INC | $232,000 | – | 6,540 | +100.0% | 0.14% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $233,000 | – | 1,359 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 37 | Q4 2023 | 9.6% |
| SCHWAB STRATEGIC TR | 37 | Q4 2023 | 3.9% |
| VANGUARD INDEX FDS | 37 | Q4 2023 | 3.7% |
| ISHARES TR | 37 | Q4 2023 | 3.0% |
| FIRST TR EXCHANGE-TRADED FD | 37 | Q4 2023 | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | 37 | Q4 2023 | 1.7% |
| ISHARES TR | 37 | Q4 2023 | 1.4% |
| CISCO SYS INC | 37 | Q4 2023 | 0.9% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 8.0% |
| SCHWAB STRATEGIC TR | 36 | Q3 2023 | 5.5% |
View JUNCTURE WEALTH STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-01-19 |
View JUNCTURE WEALTH STRATEGIES, 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.