$525 Million is the total value of Silicon Valley Capital Partners's 71 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPGP | Sell | INVESCO EXCHANGE TRADEDFD TR Setf | $90,341,000 | -1.1% | 1,038,518 | -0.4% | 17.21% | -5.4% |
| IVW | Sell | ISHARES S&P 500 GROWTHETFetf | $26,043,000 | +1.4% | 352,356 | -0.2% | 4.96% | -2.9% |
| MGV | Sell | VANGUARD MEGA CAP 300VALUE INDetf | $16,688,000 | -9.3% | 170,546 | -7.6% | 3.18% | -13.1% |
| MGK | Sell | VANGUARD MEGA CAP GROWTHINDEXetf | $5,758,000 | +1.2% | 24,523 | -0.3% | 1.10% | -3.1% |
| IVE | Sell | ISHARES S&P 500 VALUEETFetf | $1,719,000 | -97.0% | 11,818 | -97.0% | 0.33% | -97.2% |
| IVV | Sell | ISHARES S&P 500etf | $1,071,000 | -0.2% | 2,485 | -0.4% | 0.20% | -4.7% |
| VO | Sell | VANGUARD MID-CAP INDEXFUNDetf | $917,000 | -11.9% | 3,875 | -11.7% | 0.18% | -15.5% |
| Sell | GENERAL ELECTRIC CO COMNEW | $310,000 | -4.0% | 3,006 | -87.5% | 0.06% | -7.8% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADEDFD TR Setf | $214,000 | -13.0% | 4,411 | -13.0% | 0.04% | -16.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUSTUNIT SER | 31 | Q3 2023 | 56.8% |
| ISHARES TRUST S & P500/BAR | 31 | Q3 2023 | 19.6% |
| APPLE INC COM USD0.00001 | 31 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS VANGUARDGRO | 31 | Q3 2023 | 5.0% |
| ALPHABET INC CAP STK CLA | 31 | Q3 2023 | 5.4% |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 31 | Q3 2023 | 3.5% |
| AMAZON COM INC COM | 31 | Q3 2023 | 4.4% |
| META PLATFORMS INC CLASSA COMM | 31 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 31 | Q3 2023 | 1.2% |
| VANGUARD S&P 500 ETF | 31 | Q3 2023 | 0.6% |
View Silicon Valley Capital Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View Silicon Valley Capital Partners'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.