$249 Million is the total value of Jenkins Wealth's 81 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q4 2022 | 17.4% |
| SPDR S&P 500 ETF TR | 2 | Q4 2022 | 14.1% |
| VANGUARD INDEX FDS | 2 | Q4 2022 | 9.4% |
| INVESCO QQQ TR | 2 | Q4 2022 | 10.1% |
| ISHARES TR | 2 | Q4 2022 | 6.7% |
| ISHARES TR | 2 | Q4 2022 | 6.1% |
| VANGUARD INDEX FDS | 2 | Q4 2022 | 4.2% |
| ISHARES TR | 2 | Q4 2022 | 2.2% |
| ISHARES TR | 2 | Q4 2022 | 2.0% |
| ISHARES TR | 2 | Q4 2022 | 1.8% |
View Jenkins Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-02-16 |
View Jenkins Wealth'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.