$191 Million is the total value of ETF Portfolio Partners, Inc.'s 39 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | Exit | McDonald's Corp | $0 | – | -1,132 | -100.0% | -0.11% | – |
| IBMI | Exit | iShares iBonds Sep 2020 Term Muni Bdetf | $0 | – | -24,035 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market ETF | 39 | Q2 2024 | 18.6% |
| iShares Russell 1000 ETF | 39 | Q2 2024 | 14.2% |
| Vanguard Short-Term Corporate Bond ETF | 39 | Q2 2024 | 13.4% |
| Vanguard FTSE Developed Markets ETF | 39 | Q2 2024 | 11.1% |
| Vanuguard Mega Cap Growth | 39 | Q2 2024 | 7.9% |
| iShares S&P Mid-Cap 400 Value | 39 | Q2 2024 | 5.8% |
| Vanguard Intl Equity FTSE EMR Mkt ETF | 39 | Q2 2024 | 5.5% |
| iShares S&P 500 Growth | 39 | Q2 2024 | 2.5% |
| iShares S&P 500 Growth | 39 | Q2 2024 | 1.2% |
| iShares Core US Aggregate Bond | 38 | Q2 2024 | 19.0% |
View ETF Portfolio Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-15 |
| N-PX | 2024-07-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-14 |
View ETF Portfolio Partners, Inc.'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.