$233 Million is the total value of FFT WEALTH MANAGEMENT LLC's 25 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -90,568 | -100.0% | -0.68% | – |
RWX | Exit | SPDR INDEX SHS FDSdj intl rl etf | $0 | – | -108,053 | -100.0% | -0.94% | – |
VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -97,052 | -100.0% | -1.36% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -91,193 | -100.0% | -3.22% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -356,701 | -100.0% | -4.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 32 | Q3 2023 | 30.7% |
ISHARES TR | 32 | Q3 2023 | 19.5% |
ISHARES TR | 32 | Q3 2023 | 9.7% |
ISHARES TR | 32 | Q3 2023 | 20.2% |
ISHARES TR | 32 | Q3 2023 | 7.1% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 7.8% |
ISHARES INC | 32 | Q3 2023 | 6.0% |
VANGUARD TAX-MANAGED INTL FD | 32 | Q3 2023 | 4.6% |
ISHARES TR | 32 | Q3 2023 | 1.3% |
ISHARES TR | 31 | Q3 2023 | 10.1% |
View FFT WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View FFT WEALTH MANAGEMENT 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.