$456 Million is the total value of KWMG, LLC's 117 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UMBF | UMB FINL CORP | $1,096,000 | +6.3% | 15,963 | 0.0% | 0.24% | -3.2% | |
DEM | WISDOMTREE TRemer mkt high fd | $388,000 | +10.9% | 8,467 | 0.0% | 0.08% | +1.2% | |
PM | PHILIP MORRIS INTL INC | $252,000 | +12.0% | 2,964 | 0.0% | 0.06% | +1.9% | |
S | SPRINT CORPORATION | $55,000 | -15.4% | 10,555 | 0.0% | 0.01% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-10
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.