$225 Million is the total value of Wall Capital Group, Inc.'s 24 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FIBR | New | ISHARES TRedge us fixd inm etf | $4,612,000 | – | 45,249 | +100.0% | 2.05% | – |
SCHH | New | SCHWAB STRATEGIC TRus reit etf | $347,000 | – | 7,549 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-23
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q4 2023 | 2.4% |
SCHWAB STRATEGIC TR | 28 | Q4 2023 | 3.6% |
ISHARES TR | 25 | Q1 2023 | 23.4% |
ISHARES TR | 25 | Q1 2023 | 1.6% |
ISHARES TR | 25 | Q4 2023 | 0.7% |
ISHARES TR | 24 | Q4 2022 | 7.1% |
VANGUARD REAL ESTATE ETF | 24 | Q4 2023 | 6.1% |
ISHARES TR | 23 | Q3 2022 | 3.2% |
ISHARES TR | 23 | Q1 2023 | 2.9% |
SPDR SER TR | 21 | Q1 2023 | 8.9% |
View Wall Capital Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-06 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-25 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-28 |
13F-HR | 2022-01-24 |
13F-HR | 2021-11-01 |
View Wall Capital Group, Inc.'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.