$303 Million is the total value of KWMG, LLC's 105 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UMBF | UMB FINL CORP | $1,175,000 | -0.4% | 15,769 | 0.0% | 0.39% | -7.2% | |
CBSH | COMMERCE BANCSHARES INC | $351,000 | +1.7% | 6,075 | 0.0% | 0.12% | -4.9% | |
MO | ALTRIA GROUP INC | $252,000 | -14.9% | 3,978 | 0.0% | 0.08% | -21.0% | |
S | SPRINT CORP | $82,000 | -5.7% | 10,555 | 0.0% | 0.03% | -12.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 36 | Q3 2023 | 8.4% |
VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 5.9% |
ISHARES TR | 36 | Q3 2023 | 7.4% |
ISHARES TR | 36 | Q3 2023 | 6.7% |
ISHARES TR | 36 | Q3 2023 | 6.6% |
VANGUARD BD INDEX FDS | 36 | Q3 2023 | 5.3% |
ISHARES TR | 36 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 36 | Q3 2023 | 3.5% |
VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 2.4% |
VANGUARD SCOTTSDALE FDS | 36 | Q3 2023 | 2.1% |
View KWMG, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-11 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-10 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-12 |
13F-HR/A | 2022-04-25 |
13F-HR | 2022-04-19 |
View KWMG, 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.