$218 Million is the total value of ETF Portfolio Partners, Inc.'s 48 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LQD | Sell | iShares iBoxx Inv Grade Corp Bdetf | $1,664,000 | +1.9% | 12,044 | -0.6% | 0.76% | -10.3% |
VB | Sell | Vanguard Small-Cap ETFetf | $1,233,000 | +26.5% | 6,333 | -0.1% | 0.57% | +11.4% |
IWV | Sell | iShares Russell 3000etf | $1,152,000 | +10.0% | 5,152 | -3.7% | 0.53% | -3.1% |
MUB | Sell | iShares National Muni Bond ETFetf | $822,000 | +0.9% | 7,012 | -0.3% | 0.38% | -11.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.