$222 Million is the total value of Hamilton Capital, LLC's 38 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -21,000 | -100.0% | -0.08% | – |
| FFBC | Exit | FIRST FINL BANCORP OH | $0 | – | -7,384 | -100.0% | -0.09% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,190 | -100.0% | -0.10% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,910 | -100.0% | -0.24% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -9,288 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 61.2% |
| ISHARES TR | 24 | Q3 2023 | 6.2% |
| LANCASTER COLONY CORP | 24 | Q3 2023 | 1.6% |
| ABBOTT LABS | 24 | Q3 2023 | 9.1% |
| ABBVIE INC | 24 | Q3 2023 | 7.9% |
| APPLE INC | 24 | Q3 2023 | 0.8% |
| AMAZON COM INC | 24 | Q3 2023 | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 0.5% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 0.4% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 0.2% |
View Hamilton Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-07 |
View Hamilton Capital, 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.