$637 Million is the total value of Silicon Valley Capital Partners's 77 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMF | New | ISHARES CALIFORNIA MUNI BOND ETFetf | $2,096,000 | – | 33,634 | +100.0% | 0.33% | – |
| SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,304,000 | – | 15,242 | +100.0% | 0.20% | – |
| MNDY | New | MONDAY COM LTD SHSstock | $1,180,000 | – | 3,822 | +100.0% | 0.18% | – |
| MUB | New | ISHARES NATIONAL MUNI BOND ETFetf | $282,000 | – | 2,423 | +100.0% | 0.04% | – |
| New | LUCID GROUP INC COMstock | $270,000 | – | 7,084 | +100.0% | 0.04% | – | |
| PYPL | New | PAYPAL HLDGS INC COMstock | $235,000 | – | 1,244 | +100.0% | 0.04% | – |
| PFE | New | PFIZER INC COMstock | $229,000 | – | 3,877 | +100.0% | 0.04% | – |
| New | RIVIAN AUTOMOTIVE INC COM CL Astock | $221,000 | – | 2,132 | +100.0% | 0.04% | – | |
| AVGO | New | BROADCOM INC COMstock | $214,000 | – | 321 | +100.0% | 0.03% | – |
| ABBV | New | ABBVIE INC COMstock | $205,000 | – | 1,516 | +100.0% | 0.03% | – |
| QCOM | New | QUALCOMM INC COMstock | $202,000 | – | 1,106 | +100.0% | 0.03% | – |
| NKE | New | NIKE INC CL Bstock | $202,000 | – | 1,209 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.