$220 Million is the total value of Bridgeworth, LLC's 121 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $1,985,000 | – | 55,544 | +100.0% | 0.90% | – |
| SLY | New | SPDR SER TRs&p 600 sml cap | $1,222,000 | – | 25,234 | +100.0% | 0.56% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $592,000 | – | 20,804 | +100.0% | 0.27% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $508,000 | – | 21,231 | +100.0% | 0.23% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $483,000 | – | 8,611 | +100.0% | 0.22% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $462,000 | – | 10,317 | +100.0% | 0.21% | – |
| SMMD | New | ISHARES TRrusel 2500 etf | $367,000 | – | 10,930 | +100.0% | 0.17% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $348,000 | – | 13,485 | +100.0% | 0.16% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $324,000 | – | 10,293 | +100.0% | 0.15% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $211,000 | – | 6,192 | +100.0% | 0.10% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $172,000 | – | 11,655 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD S&P | 28 | Q3 2023 | 18.4% |
| VANGUARD INDEX FDS | 28 | Q3 2023 | 13.6% |
| VANGUARD S&P | 28 | Q3 2023 | 8.9% |
| VANGUARD TOTAL | 28 | Q3 2023 | 15.2% |
| VANGUARD S&P | 28 | Q3 2023 | 5.3% |
| SPDR SER TR | 28 | Q3 2023 | 10.1% |
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 4.4% |
| VANGUARD TOTAL | 28 | Q3 2023 | 5.1% |
| SPDR S&P MIDCAP 400 ETF TR | 28 | Q3 2023 | 2.8% |
| VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 2.9% |
View Bridgeworth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-10-21 |
View Bridgeworth, 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.