$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TRmsci usa min vol | $13,221,000 | +5.1% | 207,455 | 0.0% | 5.68% | +50.1% | |
| IWR | ISHARES TRrus mid cap etf | $5,050,000 | +7.1% | 88,003 | 0.0% | 2.17% | +52.9% | |
| DVY | ISHARES TRselect divid etf | $2,811,000 | +1.0% | 34,477 | 0.0% | 1.21% | +44.3% | |
| IWM | ISHARES TRrussell 2000 etf | $2,701,000 | +4.6% | 18,035 | 0.0% | 1.16% | +49.3% | |
| IEMG | ISHARES INCcore msci emkt | $1,401,000 | +10.9% | 26,534 | 0.0% | 0.60% | +58.4% | |
| AMZN | AMAZON COM INC | $1,102,000 | +14.1% | 350 | 0.0% | 0.47% | +62.5% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $298,000 | +8.8% | 1,752 | 0.0% | 0.13% | +56.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $283,000 | +13.2% | 1,305 | 0.0% | 0.12% | +62.7% |
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.